---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39719600.md"
description: "$Tesla(TSLA.US)Haha, narrative. If I were on Wall Street, I'd also drain your liquidity.First, there's no narrative here at all.All this talk about EVs in winter, deliveries falling short of expectations? Pure BS.The difference between 358,000 and 360,000 isn't even a rounding error in the financial report.I just needed an excuse to sell off, and you handed me the knife.Second, when capital reaches a certain scale, it has little to do with the actual business.I'm holding hundreds of billions that need to be reallocated, OpenAI swallowed 120 billion, SpaceX needs 75 billion.Tesla has the best liquidity, retail investors hold the most, and their faith is the strongest.Who else should I drain? How many cars they sell is none of my business.Third, liquidity exists to be liquid. If it's not moving, what kind of liquidity is that?My money needs to move, it needs to go to OpenAI, to SpaceX.In a market of finite capital, money doesn't fall from the sky.Whoever has liquidity is the ATM. Tesla is the most obedient ATM.So don't ask why it's falling.It's falling because the finite market is draining you.And after the drain, you're still over there analyzing the fundamentals."
datetime: "2026-04-03T18:52:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39719600.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39719600.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39719600.md)
author: "[吉姆哈克的交易员](https://longbridge.com/en/profiles/10212142.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/39719600.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39719600.md)


# $Tesla(TSLA.US)Haha, narrative. If I were on Wall …


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