NEWS: Short seller Michael Burry disclosed on Tuesday that he shorted Tesla at $416.22 as part of a 5-stock bet against what he calls an AI and semiconductor bubble Tesla was last on Burry's list. He also shorted Caterpillar, Nvidia, Applied Materials and the iShares Semiconductor ETF. Burry did not disclose the size or structure of the Tesla short. His Tesla shorts have historically been smaller than headlines suggest. A widely reported "half billion dollar" Tesla short in 2021 was actually a much smaller premium bet. He covered it by November 2021. Tesla stock had risen roughly 10% intraday on Tuesday. Burry sold short into the rebound. Tesla will report Q2 2026 deliveries in the coming days. Analyst Gary Black expects roughly 410,000 vehicles, above Wall Street's consensus of 406,000. (Source: Cassandra Unchained Substack, June 30, 2026)