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Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by rajacombinator on Friday May 11, 2018 @08:33PM (#17051731)
If people have multi-billion bets against your employer and they want to pay for an ominous sounding article, then yes.
Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by twostorytower on Friday May 11, 2018 @08:38PM (#17051752)
100% this is the case.
Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by toomuchtodo on Friday May 11, 2018 @09:03PM (#17051871)
Shorts are desperate. Current highest Model 3 VIN puts production at 4K/week. They’ll easily hit 5k/week target by end of June.

Usual disclaimer: TSLA shareholder

Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by rootusrootus on Friday May 11, 2018 @10:31PM (#17052186)
I feel like it's the other way around. With the market cap so completely out of sync with reality, shorting seems like the safer choice.
Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by toomuchtodo on Friday May 11, 2018 @10:44PM (#17052224)
The market can stay irrational longer than you can remain solvent. When the short squeeze occurs, it will incur pain.

Personally, I don’t think their valuation is irrational. They’re not a car company, they’re an energy storage company, the market for which is enormous.

Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by ajross on Friday May 11, 2018 @10:24PM (#17052155)
No one has multi-billion bets against TSLA. It's only like 25% off its all time high and has a market cap bigger than GM.
Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by throwaway5752 on Friday May 11, 2018 @10:33PM (#17052190)
https://finance.yahoo.com/quote/TSLA/key-statistics?p=TSLA

A bit down the page on the right, you'll see "Shares Short", "Short Ratio", "Short % of Float", and "Shares Short (prior month)".

What that is telling you is that almost $10B of Tesla stock has been borrowed and sold (with the profit coming from buying in the future at lower prices, ie, betting against TSLA). That is increased about 7% from the prior month, and would take almost 5 entire days of average trading volume to close out all the short positions.

This is a high level of betting against a stock by any standard.

Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by beambot on Saturday May 12, 2018 @03:54AM (#17052976)
Is this short ratio atypical? I presume it involves some major institutional investors being against TSLA, but is there a good way to determine who?
Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by tofu8 on Saturday May 12, 2018 @02:11PM (#17055258)
>Is this short ratio atypical?

I wouldn't say so. There are other heavily shorted stocks that have a much higher short ratio because of their small float (e.g. MTCH).

>but is there a good way to determine who?

Short sellers don't have to disclose their positions, unlike investors who're long the stock. You can try to get a better sense of who's thinking what through headlines and analyst notes/reports.

Side note: Elon tweeted out that we'd see the 'burn of the century' (a short squeeze) and that it would be bigger than the VW/Porsche squeeze in 08.

Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by throwaway5752 on Saturday May 12, 2018 @07:49PM (#17056636)
Thanks, for replying when I couldn't! Generally I agree with you. I would disagree that this level of short interest is typical, I think 20%+ short interest is high 90s percentile territory. The relatively low short ratio is more indicative of how highly traded TSLA is (short ratio = short interest / avg daily volume).

If there's a way to report who is short a stock, I don't know it. There are also other trades to profit from decreases in an underlying security (buying puts, selling calls) and I don't know about reporting obligations there, either.

Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by et2o on Friday May 11, 2018 @10:34PM (#17052191)
25% of all Tesla stock is out on loan according to the first Google result for "Tesla short" [1] Assuming most stocks on loan are due to shorting, 0.25*50 Billion (Tesla Market Cap)= approximately 10 Billion being shorted.

1. https://www.cnbc.com/2016/04/01/tesla-short-interest-hits-re...

Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by shanghaiaway on Saturday May 12, 2018 @08:28PM (#17056774)
12.5B
Re:Tesla’s Engineering Chief Takes Leave of Absence at Pivot... by et2o on Sunday May 13, 2018 @11:29PM (#17062466)
I left some out out in my estimate in case stocks are loaned for another reason I'm not aware of.