BYD

Fair-Internal8445

Covid didn’t wreck them. Covid actually helped them. China was able to quarantine, while US and Europe struggled. If you actually look at Chinese Stocks most reached their peak in late 2021.  They would not have ‘died’ China is not a ‘democracy’ so it allows them to enforce laws in seconds without getting approvals like in US. So you have mass automation or robotics as manufacturers. They can and have implemented them. China is making EV’s in 76 seconds. Population decline is almost irrelevant because China is using AI and Robotics for manufacturing not humans.  You claim that their manufacturing exports are no longer the lowest price yet Temu was dominating for selling goods for just few cents. Chinese EV BYD is much cheaper than Vietnam’s Vinfast. 

microsofttothemoon

rivian lucid and the late movers serving premium markets are cooked. the play is and has alway been who could make the cheapest (decent quality) EVs with good range. Tesla is getting there albeit very slowly (now Trump is helping the company out more). BYD is at the top right now.

Flamingstar7567

The tarrifs are never gon a work, ive said it before but if trump was serious about bringing more manufacturing to the states, then he should take a page out of china's book and use government funds to do so. One of the major reasons why china's economy is so big is because almost every single factory, corporation, and piece of infrastructure was backed by Chinese government funding. BYD, for example (the Chinese EV car), received 3.7 BILLION in subsidies to get as big as they are now. While the U.S. does do the same, the problem is that they don't do anything to ensure those subsidies are going straight into the subsidized buisiness, and not executives' pockets. If we truly want more factories on American soil, then we should be prepared to use our tax dollars to do so. Even then, theirs nothing stopping the same people who want that from going out and building their own factories here as well. The whole point of a capitalistic society it that YOU make the investment, so if you want to see more manufacturing here, go find other who also want that, figure out what you wanna make, raise capital and go build your factory. You can't expect the government to make the change for you

plorrf

Has the market been broadly irrational in the past 5-10 years with regards to TSLA? Or did some smart investors simply know things that your average Cramer, WS analyst , journalist or redditor didn't? There are still some people who come with the silly vaporware argument. It's the largest BEV manufacturer by revenue (yes, larger than BYD still, NEV don't count) but let's not get facts in the way of a narrative. They sit on a pile of cash and are about to commercially launch a bunch of products. No amount of downvotes on here will change that. People are welcome to lose money shorting the stock of course.

Lgmoney13

It is not the biggest electric car company. Ever heard of BYD?

snakeboyslim

I think regardless of hating Elon it really doesn't make sense for Tesla to act the way it does. How can a company that has declining profits and is somehow still valued so much higher than other auto companies still be climbing? BYD makes superior vehicles at much cheaper, so the only market Tesla can ever win in is the US, considering how a good portion of the US is climate change denier including the president I can't see a way of Tesla growing much profitability. The only real answer IMO is that Tesla stock is more like bitcoin than an actual stock and its pumped up by whales.

tech01x

BYD and Tesla are about even with BEVs, but Tesla's ASP is way higher for BEVs, so their revenue is way higher than BYD on BEVs. As a result, Tesla also sells way more GWh of cells.

DiscombobulatedTop8

I'm not gonna waste my time explaining it to someone who doesn't want to learn. If you want to know, you try one. I have no idea what BYD is and I don't think anyone else does either. Honestly never heard of it.

gnobile

What are the difference? Did you answer? one steering wheel with plastic dash and cheap seats and cheap built... Sorry, I spit when I see Tesla rather stepping foot on Tesla. Tesla is loosing battle with BYD, in case you are not aware of it... You can fuel the nazi machine which is in making... I am not...

NarwhalOk95

In the US maybe. BYD, Xaiomi and other Chinese EVs are outperforming Tesla in every way for half the price. Chinese companies are going all in on solid and semi-solid battery tech that will leave even Tesla’s battery business in the dirt. Tesla is done as a car company and unless the administration bails Elon out they’re done as a tech company

Livid_Engineering_30

Donald will announce 0 tariffs on China and tax credits for BYD car purchases 

Livid_Engineering_30

Buy right now Donald is about to announce zero tariffs and BYD imports in front of a crowd in Michigan 

BecauseItWasThere

It’s the second largest EV company. BYD is bigger.

Cool_Two906

Fair point about Tesla's subsidies. For political reasons the US market will not allow these cars to compete with domestic producers. It's not like the Chinese allow our tech Giants to compete in their market, with the exception of tesla.. even with subsidies BYD can't pay their suppliers. Open the only way Chinese companies will be able to sell their cars in the US and European markets long-term is by producing these cars locally

burusai

Sales are down because there’s more and more EV companies selling in Europe now. BYD just started selling. Navor just started selling. And then Elon supporting 🥭 is ofc part of the reason too, but hardly the core reason.

RiffsThatKill

Yeah but I think those things account for the speculative hype. Their "tech" is what people often cite for the high stock price and market cap. Im pretty sure that, if BYD were allowed to sell in the USA, we'd probably see Teslas stock price plummet. BYD's "tech" looks pretty amazing as well, and their value offerings are better. I feel like Musk's swing right ward correlates with BYD's rising market share and production. He was laughing at them years ago, now they are better than Tesla IMO.

mcr55

Should probably learn to google before posting much less investing. BYD is worth 1T.

Careful-Trade-9666

China and Vietnam have just in the last few days renewed their free trade agreement. South America is probably Chinas largest imported food source, with the majority of Beef and Soy coming from Brazil. Also BYD is pushing heavily into the [South American market](https://cnevpost.com/2025/04/28/byd-shenzhen-car-carrier-maiden-ocean-voyage/)

Taco_In_Space

I live in Japan where Chinese cars aren’t banned. I’m getting a BYD. Fuck Tesla

elpresidentedeljunta

If you own BYD it is. If you need Rare Earthes in your US production not that much.

conh3

all true.. this trade wall is like US dumping China out in the ocean and asking them to swim back to shore as a punishment… China decides to swim further out and find other islands and now Trump desperately wants them to swim back… People continue to underestimate China.. take Musk for eg, in an 2011 interview, he laughed at BYD and outright said they have a shit car and was not even a worthy competitor. US helped by not approving their private car sales.. guess who is outselling Tesla globally now? Time and time again, we underestimate China at our own perils..

fenriswulfwsb

Yah BYD is eating them alive long term

SamHenryCliff

Nah the EVs too upmarket that’s why no BYD car companies in US addicted to profit and forced insolence by building shit boxes that shake themselves apart.

Zealousideal_Look275

I’ve owned both individual stocks for years, but off loaded them a few months ago. PLTR gives me Oracle vibes at this point excellent company but it will take 20 years to grown into the valuation. TSLA has burned their brand and good will. The competition has arrived for TSLA, BYD is better and cheaper. If I had to hold it for a decade I would buy PLTR 

brbcryinginside

I asked why BYD was up AH cause news broke before and during trading hours and some regard said I didn’t get the ticker right and I should do research. Bro I said the company name and After Hours. I love you regards ❤️🤗

brbcryinginside

Why BYD AH green dihhhhh?

im_a_squishy_ai

BYD is nearing MW charging for consumer EVs (may already even be beginning to be deployed). Tesla hasn't even deployed that for their commercial semi yet, and doing it for consumers is so much harder than doing it for commercial where you could just charge higher costs for more difficult technology. Tesla and all US autos would get their asses kicked if BYD was allowed in

FreshParamedic4998

BYD are all over the place in Australia and they are fine. We also have tougher safety regulations than the US, ie, there is no way you could import and register a Tesla Cybertruck for our roads here So, I'd say the propaganda you're talking about is the other way around

Future_Constant6520

It’s a house of cards built on big ideas that Elon spews out and does just enough on to inspire confidence and investment in. He never really delivers on these massive ideas and Tesla is currently getting absolutely dominated in the EV world by China’s BYD. They’ve ignored the main thing for big vail of being on the cutting edge of something different. The worst part is Elon as the mascot has now made himself extremely unpopular to his own target audience.

igotshrimps

When will TSLA bulls realize that the world has already moved on from expensive EVs and that BYD essentially monopolized the cheap EV market?

hbk1966

No companies like LG makes comparable batteries to Tesla that US manufacturers currently use ex. Rivian. BYD makes batteries that are superior to currently anything that's used in the US. So it the other way around BYD makes batteries that not even US manufacturers including Tesla can currently match. "This is an American company" You're not helping your case here 🤣. The US is trying to start a trade war and impose tariffs when we have import practically all our lithium. No they're an American owned company, not an American company. They're an international company that has to be able to compete in the global market. And right now it looks like BYD is about to run circles around them. They still have to compete with US manufacturers here and practically every other car company in the world. All while their CEO runs around doing anything but run the company and everything he can to tarnish the brand image they spent a decade building. It's not shitting on everything it's called being realistic. Also FYI BYD isn't owned by the CCCP, it's not a state enterprise and is traded on China stock exchanges.

mewalkyne

BYD doesn't have suppliers moron. Their whole appeal is that they're fully vertically integrated all the way down to the mining.

hbk1966

BYD and their batteries out perform Tesla's batteries, there is a reason they're banned in the US. Tesla's battery tech was state of the art a decade ago, now their performance is about on par with every other electric car manufacturer. Tesla you get to pay premium for a shoddily built car from a company that probably won't exist a decade from now. Tesla doesn't have a monopoly anymore they're in the market with Rivian, slate or whatever the fuck Bezos just announced and every established car company that is producing electric cars now. https://www.cell.com/cell-reports-physical-science/fulltext/S2666-3864(25)00052-9

giggy13

I thought they didn't believe in them. I guess BYD's success is appealing to them

Ill-Ad-3268

Why BYD dumping ?

The10KThings

Not sure why you’re getting downvoted. BYD is so much better than Tesla.

Sillyci

LiDAR is a crutch to compensate for poor vision based AI. For truly automated driving, the AI needs to be able to identify and navigate irregularities based on vision, not LiDAR. For my biomedical engineering work, we use ToF because it's easier and we have a controlled environment, but the quality of data from a ToF array is nowhere near that of VIS. Humanoid robots are cool, but precursor technology in batteries is insufficient for economical application. Also, as much reddit hates Tesla, hardcore leftists aren't as big of a demographic as people assume. Most people don't give a shit about politics, and the Model Y was like 4th in overall sales last year despite the controversy. Logically, I feel that BYD and Chinese auto groups are bound to dominate internationally, but at the same time there are a lot of geopolitical limitations on the automotive industry. Every country has heavy protectionism of their domestic auto groups. With the US moving towards protectionism, it's likely that Tesla will remain the largest EV company in the US, which is by far the most lucrative consumer market.

the_new_hunter_s

Tesla doesn’t see BYD as a competitor but only as a vendor. BYD certainly sees Tesla as both a competitor and income stream. Eastern media portrays the relationship exactly that way, as does western media. Co-opetition is such a copium phrase. T-girls are so dumb.

tech01x

The dynamics are much more complex. Tesla already uses the BYD Blade CTP cells in some Model Y variants … they have access to BYD’s technology. They also have industry leading cells, as well as their own EV technology. They are more co-opetition than anything else. Western business media likes to portray BYD versus Tesla when the actual dynamics are not.

Cool_Two906

Their EVs are heavily subsidized and lose money. BYD can't pay its suppliers. Yes, some are impressive especially for the price but they aren't the best. Western countries are not going to let China flood their markets with Gov. subsidized EVs.

the_new_hunter_s

The guy said BYD was going to overtake Tesla and your response was to point out that Tesla uses BYD to make their cars for them. Like, you seem to think that means Tesla is better or something.

ThrowawayAl2018

DeepSeek vs ChatGPT, BYD vs Tesla, and the forthcoming HarmonyOS vs AndriodOS. Now we have AI chips competing with Nvidia. tldr: What others can accomplished, China can out compete with less resources and better product unfortunately. It is expected that China will be the biggest economy within a few decades, so start learning Mandarin since businesses are heading there.

tech01x

What? BYD is one of Tesla’s suppliers. They have CATL, BYD, Panasonic, LG, and their own cells. Your level of research and homework is terrible.

Alternative-Law4626

Lidar= expensive and unnecessary, over accessorized, non-scalable, legacy technology -- not advanced. Advanced = a computer that can take inexpensive sensor data and operate a vehicle for you. Your analysis of the BD v. TSLA misses the entire AI point that you also missed in your analysis in GOOG v. TSLA, which I guess gets you an A+ for consistency, but directionally it's just wrong. The same AI that allows FSD to work in the car will inevitably allow the humanoid robot to function with the same sensor data (visual and sound) and some other (touch). That and no other company you've mentioned as the production knowledge and capacity to scale either product (other than BYD).

the_new_hunter_s

Your argument was that Tesla can’t even build their cars without BYD? I don’t think that says what you think it does.

ShogunMyrnn

If there are bad earnings across the board this week we will enter a real bear market. But it wont, im certain the results will be great which will give us a bump but it wont last long. Tariffs are damaging already, q2 and q3 results will be grill if trump and China dont about face. Lool at nvidia, its really becoming a cisco stock now. Huawei is going to eat their lunch in china like what BYD did to tesla.

tech01x

BYD is a Tesla supplier. Tesla is up Q1 YoY in China, even with the model changeover.

Satorius96

BYD ftw

mulderc

Even without the political drama I feel like they would not be in a good position. Competitive from companies like BYD is killing them in foreign markets and the cyber truck hasn’t exactly been a hit in domestic markets. They haven’t had much innovation in recent years and there are legitimate competitors now from a variety of companies. 

SangerGRBY

Nahh BYD is just gonna copy TSLA manufacturing process and R&D, TSLA in GYNA is a security threat

Thadlust

My price target is genuinely 600B of market cap, or roughly $200B. That’s trading like BYD + Waymo + Boston Dynamics

Kozeyekan_

Tesla's profit from cars and batteries is down, but they've been selling regulatory credits to raise the bottom line. Tesla earned $595 million in regulatory credits in Q1. But its total net income for the quarter was $409 million. Some people are banking that Musk's 'in' with the Whitehouse will mean those credits are expanded nationally, but exclude overseas makers like BYD which have made huge gains in the EV market.

Iclubbabysealclubber

Hopefully my Tesla puts print so I can buy long dated calls on BYD. Don’t necessarily love Chinese companies but they are crushing the EV market and plug in hybrids are a great business model

Ok_Independent6196

BYD beats earnings, 100% increase on net income. Stock TANK TSLA missed earnings, net income down 70%. stock is RIPPING Make it make sense

Winter_Whole2080

BYD, also Xiaomi

BodybuilderNo8902

I’m liking $WOLF and $WW but even then $INTJ and $LXRX look like good plays. $BYD is a good long term hold though for sure.

OscarCapac

Short term it's not looking good, Tesla has about the same valuation as BYD which is insane, BYD sells way more, has better products for cheaper etc Long term i agree with you, tesla will get bailed out with taxpayer money, get new contracts and is also very well positioned to benefit from the reindustrialization of the US. I don't think it will "go to zero" or anything

Both-Improvement8645

Nice, let’s pump Tesla on developing a cheaper model y where BYD is absolutely destroying it and let’s ignore NY state possibly shutting down Tesla dealerships (they already ignored collapsing revenue and global sales, so why not)

Kranoath

The same BYD with reported 30 billion hidden debt?

ArtEfficient6873

BYD sounds like something that causes constipation.

TheFutureIsAFriend

They can't compete with BYD.

CrazyRichOptions

Nope. But the car is well priced from where I am from. The model Y could be cheaper than the BYD Sealion.

laxsgv1

It’s weird seeing so much pro BYD and Xiaomi electric car posts. Like these people are so eager for the western market to be flooded by cheap Chinese cars just so they can see Tesla fall but they don’t realize this will also destroy domestic car companies in Europe like Volkswagen or union manufactured cars at American car companies. And what happens when China invades Taiwan and these idiots are all stuck driving around the new Chinese Adolf Hitler’s electric Kubelwagen. China is already doing a peaceful military annexation of other country’s EEZ in the SCS. It’s just like invasion of Crimea and Europe being addicted to Russian gas all over again. Redditors have to be complete fucking idiots pushing for this shit.

vindeezy

The Chinese government’s subsidies and demand restrictions inflate BYD’s margins beyond what a free market would yield… If you think Tesla is in trouble for its margins, then you have to believe that every other US auto maker, Japanese, Korean, German, are in bigger trouble… because each of these companies lose money on every EV they sell

Livid_Engineering_30

SMIC doesn’t trade publicly in the United States, but just like BYD is dominating the car industry. They will inevitably dominate the chip industry….. maybe not at the cutting edge but once they get 5 nm chips efficiently. America really fucked up by taking away China’s reliance on computer chips.

Robj2

BYD's (Tesla's most important global competitor) most recently was 6.66% and on the rise. Tesla's is (obviously) on the decline and most of its profits were taking government credits in last week's quarterly report. This should be concerning, at least to long-term Tesla investors. Tesla needs to deliver (soon, not in another promised year or 2 years or 3 years, or 4 years...) on FSD. There is no other way to justify a 400 PE although I would say that FSD maybe justifies a 30-40 PE. Trading options is another matter, but I'd rather play video poker at my local pub in Reno. I obviously am not a Tesla investor.

Sanpaku

What are robotaxis worth? Google et al have invested about $8 billion in Waymo to date. And they're far more advanced thanks to lidar and not having Mr. Dunning-Kruger in charch. Any robotaxis won't be bought by non-Tesla operators, as there's no value to be recouped after their commercial life from cars with no steering wheels. What are humanoid robots worth? Boston Dynamics is about 20 years ahead of Tesla, here. Hyundai bought them for $1.5 billion. So, there's just a tarnished EV brand (toxic to core EV buyers) that fell behind BYD and SAIC. And a battery storage unit dependent on Chinese LFP cells, unlike competitors like Fluence.

Trumpingding

The bottom is in when confidence is at zero. Zero confidence being equivalent to that of a dodgy looking used car salesman trying to pass off a low mileage 2020 BYD in the year 3000.

VibeCheckerz

I am curious if Europeana will buy BYD instead of an VAG or Toyota/Hyundai

NooBias

>Today, LiDAR systems cost around $400 USD No. LiDAR systems today are not costing $400 for fully autonomous driving. LiDAR have specs and those change depending on the application and requirements.Waymo’s LiDAR is designed for much higher performance in terms of range, resolution, and reliability and that's why it cost 20k-50k. The cheaper LiDAR's can mostly handle level 2 3 driving as they are low range and precision. As for BYD i searched for any city driving examples on Youtube to get an idea and i didn't find much yet. More sensors generally mean more difficult training due to the increased amount of data, the need for complex sensor fusion, calibration, handling edge cases, and the demands on computational resources but it's too early to make a definitive statement.

m0nk_3y_gw

> Some models feature one LiDAR sensor, while others are fitted with three. Despite all that tech (and because they’re not cutting corners), BYD DiPilot 100 has zero LiDAR sensors > BYD’s vehicles are both cheaper and significantly more capable at autonomous driving than Tesla’s. Tesla's have been doing real-world urban driving for years. BYD is currently highway navigate on auto pilot, auto lane changes, and remote parking, things Tesla has done for years. Urban driving will come via over-the-air updates

bumpgrind

While that's technically true, it downplays just how affordable these technologies have become. Today, LiDAR systems cost around $400 USD, and radar and ultrasonic sensors combined run about $110 USD. Skipping these for such a minimal cost isn’t just irresponsible - it virtually guarantees Tesla’s vehicles will fall further behind the competition in autonomous capability. Meanwhile, BYD equips its vehicles with a far more robust suite: 12 cameras, 5 millimeter-wave radars, and 12 ultrasonic sensors. Some models feature one LiDAR sensor, while others are fitted with three - all while remaining more affordable *and* more capable in autonomous driving than Tesla’s offerings.

bumpgrind

Self-driving technology is invaluable, however Tesla isn't the only one to have mastered it. Waymo and BYD already have far more capable systems, and in the latter case it's free on all of their vehicles already.

Switched_On_SNES

Think BYD is going to go crazy as well - they’re involved in a lot more than just cars (ai, chips, robotics, etc). They also just built a factory as large as Sam Francisco

LukkyStrike1

BYD sold 4.25 million cars in 2024. Tesla sold 1.7 million cars in 2024, down from 1.8 million in 2023. Seems BYD is having no trouble selling nearly 4 cars for every one Tesla. Seems like customers don’t agree with your assessment. “Auto pilot” lead is still almost a whole generation behind the self driving vehicles that are on the road without drivers. Let alone “supervised” self driving Tesla is doing. Tesla has killed more people than the next 4 biggest automakers on the planet combined due to “self driving” accidents. Sorry buddy. Tesla does nothing better than anyone else but convince bros to give up their money so rich people can dump their bags. And kill beta testers for their self driving software.

IGetGuys4URMom

Y'all are right. BYD Company Ltd..

DirkDoncic99

BYD?

Illustrious-Smoke509

VW already out-sold Tesla in the EU with numbers of electric vehicles. BYD also is promising.

TumbleweedDeep825

He'll never beat BYD or even come close to it. Western labor simply cost too much. There's nothing else to discuss beyond that.

OberstMigraene

BYD

Flamingstar7567

I honestly think their focusing on both the wrong things and too many things right now. They got so many projest going that it's gonna take forever to actually finish any, their cybertruck is an object failure and it would surprise me that, even with elin buying his way into trumps good graces, that the dot forces a recall and makes em not street legal at some point. And with the introduction of cheaper EV's from BYD and now the new American brand slate, tesla is gonna fall and fall HARD. They need to learn from the incoming competition and give people what they really want from a car: cheap and functional. All of their vehicles are filled with so much high tech bs most people don't want or need. It's the reason why I think the new slate car brand is gonna do pretty well as it's both barebones and has a fully modular, customizable design and is estimated to be about 20k, all while being built in america.

tamouq

The US does not have a large merchant marine fleet compared to China. They are all flagged in Panama, and should a war break out we would be forcing them into our navy. It matters that we make more components and chips here because China could shut our auto industry off if they wanted to. Do you realize that we hardly make competitive cars? [We've implemented auto tariffs multiple times now](https://www.npr.org/2024/05/14/1251096758/biden-china-tariffs-ev-electric-vehicles-5-things) because if we allowed BYD and others to import their cars, our auto manufactures would go out of business. I'm a big proponent of the CHIPS act. Don't take a detailed look at the state of Intel right now. It is not good. I'm a democrat who voted for Bernie, Biden, and Harris. Despite that, I can say the trade deficit is a big problem and it's a large contributing factor to our massive national debt.

Holiday_Ad2254

Elon musk can sell Tesla to BYD or at least do corporations

diprivan69

I sold all my positions at the beginning of this year, it was easy to see what would happen. He alienated his base. Conservative aren’t buying electric cars. Educated liberal who care about the environment buy electric cars. Now we are here. Teslas only chance is if he steps down as CEO. Even then BYD and china are make superior and affordable EVs.

ImpossibleJelly7795

Have you driven a BYD or Nio?

sidc42

Set aside their stock price for a minute. The company has three main markets for cars based on locations of auto factories. North America- where sales are down despite the overall EV market growing mostly because of Musk. Their ability to export from the US is probably dead due to tarrifs (case in point look at their price jump in Canada this week). Eventually they will have to scale down manufacturing even more than they have. Scary thing is, right now this is their least problematic market. China- where competition is crushing them and going to continue to crush them. Their best bet for China is going to be short term exporting based on beating BYD and others to new Asian markets. But take a look at the size of BYDs new factory and you can see what they're scaling up to do to Tesla. Asian sales are fucked long term. The EU- where they're royally fucked in the here and now because of both competitors and Musk. VW just overtook them in overall EV sales. Entire countries have recently stopped buying their cars. It's a market that's going to get ugly for them quickly as inventory starts to pile up this summer because I don't know where those cars are going to go to and Europeans don't forget shit like Americans do. Only thing that's going to save their car business is to start rolling out a bunch of new and greatly improved models. All signs say that's not going to happen. Only new vehicle they've released in years (CyberTruck) has already ran out of buyers and has thousands of units in surplus. Worse, there are few places you can export it to even without tarrifs and the overall platform can't be used to build any other designs they currently have shown. The refreshed Model Y's that was supposed to change things for their sales already has no backlog and plenty of availability worldwide. The semi and roadster are nowhere to be seen and neither was ever going to save them if 3/Y sales start declining (which they have). So now it all comes down to their other revenue streams. There are no tax credits to sell to other auto manufacturers if they're not selling EVs. That's half their historical revenue. None of their other existing revenue streams are all that significant. Assuming Musk isn't 100% lying about other future products (he most likely is, but assume he's not) they're all years away from being profit centers. At some point in time as their auto business turns hopeless their best bet will be to pull an AOL and borrow massive amounts of money against their over inflated stock price to acquire something that does make money. But odds are they'll tap into that line of credit sooner rather than later to line Musk's pocket to help him offload the money losing xAI/X.com onto Tesla. Reports from last week say this is already worked on. People keep saying fire Musk but then the guys propping up the stock price bail and without inflated value there really is no future.

fshead

But China will probably not have the same access to lucrative markets. Chinese cars can’t be sold in the US and Europe imposed tariffs on them (BYD is a failure in Europe anyway for now). Huawei will be excluded from contracts for infrastructure for security reasons. I can see TikTok getting heavily restricted in the next years (as well as other social networks to be fair). Nobody in their right mind will start paying for DeepSeek, I rather assume Le Chat to take off since European customers will look for European solutions. Their products are good to great, but the world will get compartmentalized and the Chinese market is not as lucrative as the European or US market.

Maximum-Objective-39

Look around, the American tech industry is *already* stagnating. Tesla is behind BYD in electric cars and self driving performance. Their Optimus robots are, quite frankly, gussed up specifically to look more sophisticated to investors. China beat OpenAI on LLM development on a fraction of the budget and created an equal or arguably superior product. Nvidia is valued to the moon purely on the AI hype and if that comes crashing down, they're not that far ahead of China in chip development despite starting from a disadvantage position in advanced chip lithography. All while billionairs have enjoyed some of the lowest real (once you count all the deductions) tax rates imaginable. Economies are demand driven, both by household consumption and by other firms. And even a bass ackward company like Open AI has realized this with Altman telling people to buy a subscription to chatGPT, and then maybe if they have the time, tell them what his companies multi billion dollar model is actually useful for because he sorta doesn't know.

MarzipanTop4944

China has their own equivalents for every single one of those companies. They could do to them what TikTok did to social media, BYD did to electric cars, DeepSeek did to AI and Huawei did to cellphones / 5G tomorrow if the Chinese goverment decides that they want to take over. There is a reason that the US has been banning or talking about banning all those companies for years and that reason is they can't compete anymore.

HotTruth999

China is certainly more competitive than Europe but TikTok is either about to become a US Corporation for the US market or it will be banned from its most lucrative market so it’s un-investable. BYD or CATL are dominant in one category only. From an investment perspective no one outside China can trust China companies not to be controlled by the Chinese Communist government. I found out the hard way when I purchased BABA several years ago at $300 before they disappeared Jack Ma. Not a fun investment. That’s why it has a hard time breaking out today. China leadership is not unlike Trump from a certainty perspective. You just can’t trust them to do the right thing by the shareholders. But Trump will be gone relatively quickly. The Chinese communists are not going anywhere. The best of those Chinese engineers end up coming to the US for further education in what are some of the best universities in the world and then starting companies in the US because they don’t want it all taken away by their communist government. Many of the leaders and creators of the best companies are not American but they end up in America because it’s the best “system” in the world. That ain’t changing no matter what Trump does in the short term. There really is no alternative. The US is not going the way of the Roman Empire but place that bet if you wish. There are plenty of doomers to encourage you but listening to them will be expensive. They may be right for a few quarters but long term they will lose. I have no doubt.

Tall_Helicopter_833

Robo taxis already exist bros and Google and BYD are ahead. Melon gave foreign governments access to Muricans data 

69Stock_God69

What do you guys think? 33,02% UBER TECH.DL-,00001 27,62% BYD CO.LTDH YC 1 25,40% BAIDU AADR DL-,000000625 7,52 % AEROVIRONMENT DL -,0001 3,24% XRP 1,22 % XIAOMI CORP. UNSP.ADR/5 1,22 % APPLIED DIGITAL DL-O1 0,55 % NVIDIA CORP. DL-,001 0,15% TENCENT HLDGS HD-,00002 As Trump is destroying his own economy, i invested a lot in China. What do you guys think is still missing? Iam thinking about Investing $8000 in some safe Stocks because I need the Money for a car in the Future. Thinking about Microsoft and a bit more in Nvidia like 50/50

AktienKopfi2025

Google needs to keep an eye on ChatGPT, Tesla on BYD. The competition never sleeps. Nevertheless, I am optimistic.

-hi-nrg-

I honestly can't believe that the robot talk is a positive. This ain't Boston Dynamics, Tesla ain't got nothing here. They can't self drive even having promised it for a decade now, but they will create cheap humanoid robots soon? Based on musk's promises? If anything this would be a distraction for a company who can't even compete at it's core market anymore, they lost the EV market to VW in Europe and to BYD in Asia, based on quality of the cats6 alone, even discounting controversies. It's crazy.

Additional-One-3483

That's in Europe as Tesla shrinks more than 50%. But in China Volkswagen nearly sell 0 EV. And when BYD,Xpeng, Xiamomi etc. really comes to Europe , they will be overtaken them all

dabbydabdabdabdab

So I don’t understand the stock market - I’ve stopped investing myself as it does the polar opposite of whatever I do. But - a lot of what Elon seems to do is puff posts when his stock is down, and annoyingly he can get close enough to pulling it off. (I hate what he has done with the gov as pretend CFO btw, he should stay as an engineer). 1. He has said he’s going back to Tesla (even though his engineering reviews continued). 2. He has robotaxi potential which I don’t know will be Tesla owned or franchised or what (will someone near me run a fleet of them and repair them etc)? But means city folks can get cheaper Ubers as no one will be driving them. I’m not 100% on the economics but I guess the cars will be the absolute minimal and cheapest spec. Also uncertain what happens when someone hurls in the back of one after a heavy night drinking 🤷‍♂️, or someone has some kind of episode that a human would know to drive to the hospital? 3. Optimus - there are a lot of people that would pay $20k for a house chore robot. he’ll likely sell it at a loss to get the data/ground truth as synthetic training environments are only so good, compared to tripping over the dog or having your legs tied together by a 9 year old. One thing I don’t understand though is the huge job market losses. This isn’t “they’ll be other jobs” they are just all going to start going away. So how does someone earn money if there are so few jobs? The other thing I don’t understand is that America thinks this stuff is all super advanced. In China the amount of robot and even humanoid robot development is beyond Optimus, the EV choices are better, and the Tesla competitor BYD is better than Tesla (IMHO) but the average American doesn’t see that. Pretty curious to see it all play out and wish I had invested when it goes up, and be grateful I didn’t when it goes down 😂 ✌️

Digitalalchemyst

In the US Tesla was 49% of the EV market in 2024. In Q1 2025 Tesla outsold the next 10 automakers combined. While it’s true most automakers have increased EV sales it just goes to show how little they were selling previously. Mercedes had a 58% drop but no one is bringing that up. The only true competition Tesla has is globally with BYD and Tesla is still number 2 in China.

Brett-_-_

Chinese gov types are not required to tell the truth either. Most countries that have an adversarial relationship with the USA don't want to seem like they are caving to pressure for a foreign country that they are in the habit of scapegoating. They are calling the White House, believe me. When they make a deal, it will be "since China is a generous nation and committed to friendship, peace and stability of the world, we are reducing our tariffs for goods entering the country from our foreign partners." Then they will wait for a Democrat to take the White House in 4 years and simply add their tariffs back with no announcement. In the meantime they will lower tariffs at least on Tesla cars, because they know that an entire BYD car can be bought for $8,000 with self driving while Tesla's self driving feature alone costs that. They will at least lower tariffs on products they know are doomed to fail in the China market.

Content_Log1708

Why can't we have the choice of BYD cars? Is Elon too afraid ?

Therex26

BYD is our real competition as of right now. The tech is not behind, it’s been limited due to regulation. You saw today what happened to the stock once an agency relaxed regulation. Trust me. The tech will advance rapidly once the gov allows them to do what they need to beat BYD. Right now the brand is under going a fundamental change and yes it has gotten political. But in the end, switching sides will pay off for Tesla. They will expand in even more markets as the year progresses.