--- title: "\"The Big Short\" Michael Burry turns his attention to Tesla! Directly pointing out \"absurd overvaluation,\" naming Musk's exorbitant salary diluting equity" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/268201867.md" description: "Famous short-seller Michael Burry criticized Tesla as \"absurdly overvalued\" and pointed out that Musk's high compensation plan will further dilute Tesla's stock. Burry stated that Tesla dilutes shares by 3.6% each year through the issuance of new shares without conducting stock buybacks. He also mocked Tesla's strategic shift, claiming that its followers are constantly betting on new areas. Burry did not disclose his Tesla position but holds short interests in NVIDIA and Palantir" datetime: "2025-12-02T07:52:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/268201867.md) - [en](https://longbridge.com/en/news/268201867.md) - [zh-HK](https://longbridge.com/zh-HK/news/268201867.md) --- > 支持的语言: [English](https://longbridge.com/en/news/268201867.md) | [繁體中文](https://longbridge.com/zh-HK/news/268201867.md) # "The Big Short" Michael Burry turns his attention to Tesla! Directly pointing out "absurd overvaluation," naming Musk's exorbitant salary diluting equity According to Zhitong Finance APP, well-known short seller Michael Burry has recently targeted another overvalued stock: Tesla (TSLA.US). In a post last Sunday, he claimed that the electric vehicle manufacturer is "absurdly overvalued." He criticized the "sad calculation method" based on stock compensation, using Tesla as an example. He stated that Tesla dilutes its shares by 3.6% each year through the issuance of new shares and does not conduct stock buybacks. Burry gained fame for shorting the real estate market during the 2008 financial crisis. He stated, "Tesla's market value is now absurdly overvalued, and this situation has persisted for quite some time." He added that CEO Elon Musk's $1 trillion compensation plan will further dilute Tesla's stock. Last month, Tesla shareholders approved this controversial compensation plan at the shareholder meeting. The automaker is making significant inroads into other technology sectors, and Burry also mocked Tesla's various strategic shifts. He wrote, "By the way, Elon’s fervent followers once fully bet on electric vehicles until competition emerged; then they fully bet on autonomous driving until competition emerged; and now they are fully betting on robots—until competition emerges." Burry did not disclose any positions in Tesla stock. Last month, the short seller's fund revealed that it had established a substantial short position in Nvidia (NVDA.US) and Palantir (PLTR.US) stocks by buying put options, which investors typically purchase when betting on a stock's decline. Burry subsequently dissolved his hedge fund Scion Asset Management and turned to express his views on the Substack platform. Famous short seller Jim Chanos has also expressed concerns about Nvidia's use of vendor financing to boost sales, a point of dissatisfaction for Burry as well. Both Chanos and Burry have held short positions in Tesla at some point in the past. Musk has previously criticized short sellers of Tesla stock and recently warned Bill Gates to "close out" his short position "as soon as possible." Despite Burry's warning about Tesla's high valuation, Wall Street has become increasingly optimistic. Last week, Melius Research listed the electric vehicle manufacturer as a "must-hold" stock, primarily due to Tesla's efforts in autonomous driving and CEO Elon Musk's discussions about its chip manufacturing progress. The previous week, Stifel raised its target price and reiterated a "buy" rating on Tesla due to its advantages in full self-driving (FSD) and robotaxi services. Recently, Tesla announced its November sales data for major European markets, showing a further deterioration in sales decline, but also a stark contrast. Tesla's new car sales in France plummeted 58%, just below 1,600 units. In Denmark, Tesla sales dropped by 49%; in Sweden, they fell by 59%, showing weakness for several consecutive quarters At the same time, Norway has become a rare exception, with the country's sales surpassing the annual sales record of any other automaker, setting a new annual sales high in the country with one month still to go before the year ends. 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