Michael Burry went on Substack last night saying $TSLA

Michael Burry went on Substack last night saying $TSLA is “ridiculously overvalued” and that Musk’s compensation plan will keep draining shareholders.

Did Burry miss the point that $TSLA is no longer an EV company?It’s a robotics company now.. pic.twitter.com/4zbqskVtH3

— The Market Matrix (@MarketMatrixs) December 1, 2025