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Uhhh...you're describing something like QAI? [0] And you're going to short a portfolio of TSLA, NVDA, AMZN, META, GOOGL, MSFT, AAPL, NFLX, AMD...? That's crazy
by caminante 11mo ago
Uhhh...you're describing something like QAI? [0] And you're going to short a portfolio of TSLA, NVDA, AMZN, META, GOOGL, MSFT, AAPL, NFLX, AMD...?
That's crazy.
[0] https://finance.yahoo.com/quote/QAI/ https://finance.yahoo.com/quote/QAI/
- pinkmuffinere 11mo agoI am indeed short TSLA (or rather, am taking an inverse position), and have greatly reduced my exposure to NVDA, AMZN, META, MSFT, and AAPL. I keep some exposure to GOOGL, NFLX, AMD, because I believe they are going to "win" in their industry in the long run. I plan to keep exposure to them for like 10+ years. I have a blog post about the inverse TSLA position here: https://bagelpour.wordpress.com/2025/11/30/taking-an-inverse-position-on-tesla/ https://bagelpour.wordpress.com/2025/11/30/taking-an-inverse...