With Musk's reduction and the reduction of the "female version of Buffett" Kathy Wood, Tesla, which has a non-short gene, seems to be a bit "overwhelmed".
At present, Tesla has hovered at the door of trillions of dollars several times. On December 14, Tesla plunged nearly 5%, the market value fell below the trillion DOLLAR mark, and more exaggeratedly, Musk's "out of tune" behavior may make Tesla worse.
In fact, it is not the first time that Musk has caused trouble for Tesla, from the marijuana storm to the privatization storm, plus Musk has tampered with his title and recently announced that he is considering resigning to become a full-time Internet celebrity...
"Absurd" and bizarre has always been musk's biggest label, as the helmsman of a trillion company, the first thing to consider is the company's steady development, as well as technology, production capacity to match the company's market value, rather than weird speculation and do some marginal things.
Although the success of Tesla and SpaceX has made Musk gain fame and many fans, the two companies are not completely "stable" at present, and they are still the "pig" on the outlet.
Tesla's surge and the outlet of new energy have masked many of the original problems, including mass production problems, battery technology problems and autonomous driving problems, and these technologies have not fundamentally broken through.
It's just that capital has always acted that way. The good ones will blow better, while the bad ones will only make him worse.
At present, all factors are pointing to Tesla, a so-called "not short" company, which may fall a big heel in the future, and may not take more than two years. In fact, since the middle of this year, Tesla's "hardcore" fan Kathy Wood has begun to reduce tesla stock all the way. Although, she is still firmly optimistic about Tesla, and Tesla will rise to $3,000 in the future.
Whether the outside world believes it or not, I don't believe it anyway.
The data also shows that The Ark Investment, which Iscky Wood manages, has not performed well this year, with statistics counting on its flagship fund of about $17.8 billion, the Ark Innovation ETF (ARKK), which has fallen by more than 22.7% this year.
It is reported that some investors have begun to "abandon" Kathy Wood. In the past six months to December 8, Ark Investments lost a total of $1.7 billion in assets under management, with a net outflow of ARKG funds of more than $1 billion and a net outflow of ARKK funds of nearly $900 million, according to the data.
Kathy Wood said in an interview, "I have never experienced a period where the market is constantly rising and the strategy of Ark Investments is falling, which has never happened before." ”
If we are more careful, we will find that from 2015 onwards, the global business environment has entered an inexplicable acceleration period. From Uber to WeWork, some traditional hitchhiking on the mobile Internet express has turned into a new economy, the most bizarre is the sharing of bicycles and Internet coffee this model, in essence, it is still a traditional industry, but after adding big data to obtain a different valuation, which is itself unreasonable.
In recent years, after the sharing of the outlet, we can see how companies such as Ofo and Luckin Coffee will end up.
Overall, I don't think Tesla's situation will be much better. In fact, Musk's reduction is only $10 billion, but Tesla's market value has fallen by $200 billion. Since 2016, Buffett's cash holdings have been rising, and as of now, they have reached a record high of nearly $150 billion.
As a character who has traveled through bulls and bears several times, Buffett's perception of the economy is actually a global pyramid, but the business behavior in the post-Internet era has been accelerated, but the essence has not changed. So I think Tesla's "bubble" could burst in the next two or three years, and certainly not necessarily accurately.
Capital's consideration of the new energy vehicle industry will eventually return to production capacity, automatic driving, and batteries. Therefore, do not be too superstitious about new energy, profit and loss is of the same origin.