General Discussion

But unless you have a lot of money to burn, short selling stocks is a very difficult game to win. It’s not just about direction of the stock price, it’s also about the timing. That’s why options can be so dangerous. What people forget about the Big Short is that for a while, Burry was losing a lot of money.

There have been a lot of investors that have tried to short Tesla over the years, and they have usually got burned very badly. The same goes with Palantir.

Nvidia is imo different. It’s a monster of a company, has a very wide moat, and has the margins and revenue growth to warrant a high valuation. It may be overvalued at the moment, but there’s difference between a PE in the 40s or 50s (nvidia) that over 200-500 (Palantir being well over 300). The latter two are basically cult stocks.