TMIO Tesla

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Grouped by ticker, most-recent thesis first. Reads as the evolution of TMIO Tesla's view on each asset — earlier entries show where they started, later ones show where they landed.

TSLA1 narrative

Strongly BullishTesla Short Seller Mark Spiegel Loses Entire Position And Then Some

Mar 4, 2020

Open source video →

The YouTuber strongly defends Tesla against short seller Mark Spiegel's bearish thesis, arguing that Tesla has multiple competitive moats including battery technology, AI chips, over-the-air updates, and supercharger network. They believe Tesla is well-positioned for growth with Model Y production, Shanghai factory scaling, and strong demand in China.

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