Michael Burry I think has been speculating this from the start. Probably others.

Edit: Well not exactly but this is what he said: https://twitter.com/BurryArchive/status/1460124776597495808?...

Unfortunately, he didn't expect Tsla to go down so much. So now, on paper at least, he has lost more on this deal than he gained. Call it a little bit of Karma.