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Ralphie Barlow
@ralphiebarlow · 27. 3.

Hedge funds are increasingly betting against stocks, with Nvidia $NVDA, Advanced Micro Devices $AMD and Tesla $TSLA their three largest short positions, a Morgan Stanley report showed Thursday.

How do you see it? Buy, Hold or Short? 😄

Osobní pohled člena komunity, ne investiční doporučení. Pravidla komunity

BC
Bill Combs @billcombs 29. 3.

Well I'm buying both $AMD and $TSLA now, so we'll see😂

TM
Trevor Mills @trev_mills 28. 3.

AMD has already fallen a lot and I would rather expect growth now. The company has huge potential and it's only a matter of time before that growth resumes.

GP
Gareth Preston @gaz_preston 29. 3.

I agree, I'm shopping like that now and if all goes well AMD may soon compete with Nvidia.

NT
Nigel Thornton @_thornton 28. 3.

With Tesla, I'm really not surprised. The stock is cheap right now, so I bought in and increased my position.

MS
Malcolm Stokes @stokes_malky 28. 3.

It's certainly not cheap. However, the valuation is still awfully high and given the current situation, the stock will fall even further.

CB
Clifford Barclay @cliffordbarclay 28. 3.

NVDA and AMD to hold or accumulate and TSLA to sell (this is long term if short term 🤷‍♂️) As for Tesla the main red flag for me is not so much Musk but: https://www.scmp.com/business/china-business/article/3298118/byd-add-autopilot-system-evs-gain-edge-amid-chinas-price-war

If FSD is going to be free it completely changes the game and demolishes ARK's calculations, Tesla's projected profits are where...? Oh and Optimus that's also a question, have you checked out how Boston Dynamics is doing in this business? Well as usual disclaimer, just an opinion no recommendation.

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