Tesla's UK car sales fell 19% year-on-year in November, preliminary data from research group New AutoMotive showed on Thursday, as the U.S. electric vehicle maker continues to lose ground in Europe to its Chinese rivals.
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Dr. Michael Burry has been quite vocal of late, thanks in part to the launch of his “Cassandra Unchained” commentary on Substack, which may very well allow the contrarian to be heard like never before.
In spite of declining revenue and tighter margins, Tesla (TSLA)'s stock experienced a remarkable increase of 63%, in the past nine months, driven by an astonishing 130% rise in its P/E ratio.
Shares of Tesla Inc (NASDAQ: TSLA) slipped 1.2% to $424.98 on December 2, 2025, as retail investors rallied behind Michael Burry's latest call that the electric vehicle maker is “ridiculously overvalued.
Tesla produced more cars in China in November, bouncing back from a relatively weak October.
Tesla scored a rare win in China, earning bragging rights over its biggest rival in the process. Elon Musk's automaker saw its sales rise by nearly 10% in November, while its arch-rival BYD's fell.
With Tesla (NASDAQ:TSLA) CEO Elon Musk now getting the green light for his historic $1 trillion compensation plan, all eyes will be on the milestones ahead that the firm will need to hit if Musk is to rake in such a considerable sum.
Tesla, Inc. remains a high-conviction long-term buy in my books despite Michael Burry's public criticism and concerns about overvaluation and dilution. TSLA's near-term headwinds include EV segment struggles, but future growth hinges on Robotaxi and Optimus, in my opinion. TSLA's diversification into robotics and AI, especially Optimus, is it's next major growth catalyst amid a projected industry boom.
Tesla Inc (NASDAQ:TSLA) saw a rebound in its China-made electric vehicle sales in November 2025, according to data from the China Passenger Car Association (CPCA) released Tuesday. The US automaker wholesaled 86,700 vehicles from its Shanghai factory last month, including both domestic deliveries and exports to Europe and other markets.
Subscribers to Chart of the Week received this commentary on Sunday, November 30.
Michael Burry of The Big Short fame, known for his prescient handling of the 2008 subprime mortgage crisis, has moved to clear the air after renewed headlines suggested he had revived a short position against Tesla (NASDAQ: TSLA).