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Ralphie Barlow
@ralphiebarlow · 27. mar.

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? 😄

Osebni pogled člana skupnosti, ne naložbeno priporočilo. Pravila skupnosti

BC
Bill Combs @billcombs 29. mar.

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

TM
Trevor Mills @trev_mills 28. mar.

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. mar.

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

NT
Nigel Thornton @_thornton 28. mar.

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. mar.

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. mar.

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.

Uporabljamo nujne piškotke za delovanje spletnega mesta in izbirne analitične piškotke za merjenje uporabe. Preberite naš Pravilnik o zasebnosti.