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> this just seems like a gamble rather than the well-reasoned short position based on deep (and unpopular) analysis that his subprime mortgage play was.

A short is a gamble all the time because you don't know the time component. Burry was "lucky" in that it happened fast enough. There are lots of people who want to short Tesla but don't dare to because of the cost involved in it and unpredictability of when their bet would pay off.

It's likely he's already up massively on his PUTs, which were purchased sometime in Q1. We don't really know the strikes or expiry dates, so it's hard to say.

He announced it on Twitter when Tesla was around $580. Not sure if he averaged down his price, but I'd assume so.

Tesla is a bubble for sure but this is way too risky. Sure, we don’t know the strikes or expiry dates but there are plenty of fan boys to take on the fight against Burry ad infinitum. The market can become irrational longer than you can become solvent. I'm 100% on Burry camp though.

It's a surprise to see Keynes in here, glad to know.

Well, Musk had lots of bitcoin/dogecoin on his mind lately. He is exchanging those for cars but not in a trustable way, how long do you think this can go? I don't have proof of anything but this can certainly damage the Tesla's balance sheet.