> Mostly Ally Financial Sounds like we're going to be bailing out GM again.... (Ally was GMAC, GM's financial arm)

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AHAHAH I was going the opposite way with TSLA and still lost. All the political news with the company made me lose a nice chunk. I am surprised the shorting didnt work with you. Thankfully that is not my whole portfolio. I am still a bull on it though. Why? Yeah, TSLA looks overvalued if you compare it to Ford or GM, but that’s the wrong playbook. Tesla isn’t just cars — it’s EVs, energy storage, solar, autonomy, and even robotics. **Bears say:** * “Competition will kill them” → Legacy automakers still lose money on EVs. * “FSD will never happen” → Tesla has the biggest real-world dataset by miles. * “Valuation is insane” → It always has been, and yet Tesla keeps growing into it. I’m bullish because even if ONE of those moonshots (autonomy, energy, robotics) hits, today’s price looks cheap in hindsight.

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