BYD

Stussygiest

Please read about BYD and CATL history before you talk more jibberish. Thanks

dansdansy

Apple does what they do well but I wouldn't call them innovative aside from finding new ways to charge fees nowadays. I'm not talking about phones today but phones are a good example from like 10 years ago. Apple v ZTE/huawei, ZTE had great hardware for like a third of the price of apple, but apple had better security features, better camera, better software, etc. The US had to sanction them to keep from grabbing US marketshare and ZTE went under. BYD v TSLA is another one. TSLA led the way and BYD came in and undercut to the point where TSLA is in serious trouble if they don't innovate to justify the price difference. That's competition- but BYD, ZTE, Deepseek etc- all these companies get large direct subsidies form the government so they can charge lower prices and gain market share overseas.

99posse

BYD (-25%, bought at all time high) Promising company, IMO, with solid technology and a great future

Shibuya2023

thats why its universally bad. Do i want to buy shitty Ford and GM cars? I rather take a risk and buy BYD or Xiaomi.

TalkFormer155

A lot of the traditional US car manufacturers woes are from changing from ICE to BEV prematurely. They didn't miss the race they entered a market by completely dumping decades of R&D for traditional cars. They declared the ICE dead and the consumers told them otherwise. BYD exists largely because of government subsidies. It's easy to come out on top when you steal years of battery and tech research and then have every advantage a closed off economy like China's can offer.

Daleabbo

A lot of the traditional car manufacturers woes are purely because they did not want to switch from ICE to BEV. They missed the race start. Tesla was the rabbit who thaught it has such an unbeatable lead that it stopped for a sleep. China has vertical integrated companies like BYD where they have so many savings that normal car makers that the price will kill any competition without trying.

hk_bob

Hi. I have also invested in some Chinese EV companies. The ones that I am concentrating on are the ones that are profitable or near profitability, and that are doing well overseas. So that's BYD and Geely. Xiaomi also just turned profitable with the car division in the last quarter. I also bought stocks in Zeekr and XPeng, and while neither are profitable yet, if you check their latest sales and the trend for them, they are becoming profitable soon. Zeekr and XPeng are doing quite well in Australia, and I keep track of the Australian market because it's a developed western country, and they don't tariff Chinese EVs, so it gives a good idea of how western markets may potentially view specific Chinese EV brands and models. There are some 100 Chinese EV companies and a lot of them will go bankrupt, or will be forced to merge. My understanding is that the Chinese central government has structured the EV industry this way, to let them fight it out, and let the strong survive. So I think whoever comes out of the EV industry in China alive, will be that much stronger in the future. The group of automakers that I am not sure about, include Huawei and those auto companies that use Huawei's auto software. While my understanding is that Huawei cars are allowed to be sold in Europe, I'm not sure if there will be restrictions put up against Huawei in the future, so for now, I am staying clear of Huawei and also the auto companies that use Huawei software (ie. Seres cars). But if Huawei and the auto companies that use Huawei software take off in sales, and there is no EU restrictions or bans on them, you could be missing a good opportunity to make some money. Also see if you can buy an ETF that cover the Chinese EV market. This is a an ETF that covers the Chinese EV market, and it includes parts and suppliers, as well as a few of the frontline auto companies: https://www.globalxetfs.com.hk/funds/china-electric-vehicle-etf/. Not sure if this ETF is available where you live though.

MotorUseful7474

What about BYD? They’re inexpensive, luxurious and perfect for American streets. Oh wait, Daddy Elon won’t tolerate that

Senior-Preference678

Tesla's European registrations fell 48.5% year over year in October, while the overall electric vehicle (EV) market grew 33%. Chinese rival BYD saw European sales jump 207% in the same period.

Senior-Preference678

Tesla's European registrations fell 48.5% year over year in October, while the overall electric vehicle (EV) market grew 33%. Chinese rival BYD saw European sales jump 207% in the same period.

cwhitel

You know there is a positive bias to the user on most AI LLM’s? Mixed with your wording, I’m fairly sure I can get ChatGPT to tell me investing into BYD at £7 IS A 9/10 good idea…

Mustatan

That's kind of confirmational bias though. The huge majority of companies with PE ratio beyond a sensible range of even 5-15 that makes mathematical sense, they went then they crashed and burned afterward, so investors were smart if they got out. Even for growth stocks or tech stocks, the huge majority of them don't pan out or even if they do, they don't maintain anything close to with those kinds or profits. Most of the stocks in the AI bubble don't even have any way of coming close to profitability to meet their initial costs, including PLTR. And TSLA has no even remote realistic way to gain enough profit to meet a PE of 300, they're not even the top EV seller anymore, with the how BYD has gotten the top. (And soon VW's group and even Geely may surpass in EV's) Declining revenue and profit, now they even lost the carbon credits. And all the robotics, AI, FSD, flying cars, quantum whatever talk is pure speculation, and already other companies in that other space. So the valuation is stupid unrealistic, even with the most generous assumptions. Even Nvidia's valuation at a PE of 50-60 is bonkers and it's not near as bad as Tesla. The AI bubble is bad too and they're using circular based deals like ni a Ponzi scheme to sell GPU's but the market and investment returns not there. And now already more competition, not just Samsung or AMD, but TPU's, and now a bunch of new companies in China and even Europe making their own GPU's so they can't keep that price range. It's just TSLA PE and valuation is so extreme that they, and Palantir are in a special class of meme stock dumb. And saying "the market is future looking" is just more nonsense, someone can make that claim for literally any company inventing talking unicorns tomorrow and claim some unclear point in the future. The point is Tesla is not a new company, they've had years to show themselves and in the past few years and last 2 years especially, they've actually been underperforming and no longer even a growth company. With no realistic way of even dominating their own EV market anymore much less selling enough cars at enough profit to back up a PE that crazy high. The fact their stock market valuation is more than the top-selling 10 car companies combined, more than the EV leader (BYD), more than Toyota, VW or BMW that sell and actually profitable (including hybrids and EV's). To the rest of the world, this just shows the US stock market has gotten dangerously corrupt and full of dangerous speculation, just like in 1929 but worse now with the level of bad money out there. Fed policy, all that loose money in Covid helped caused a lot of this.

IndependentUsual7444

BYD already has more revenue yet is 1/10th the price

Concept-Plastic

TSLA UK sales drop 19%. Sold 4 cars in India vs 20k ( BYD ) Full porting TSLA calls

Random_Name532890

Cant believe people still see a future for this company. The customer base is gone, the new products are not coming, the existing products are being outclassed by BYD and the CEO is a mentally unstable addict extremist.

Traditional_Honey108

BYD taking share

ironmagnesiumzinc

I would agree in most cases like apple or google. Those have a quality track record and a fantastic underlying business. Teslas track record has been a product that has not been able to outcompete competition (eg BYD) in most international markets, cratering revenue/earnings, and a long track record of unfulfilled promises. And on top of that, you’re buying at a frankly ridiculous premium that no other tech company has

Significant-Term6407

Tesla is losing ground in the USA but the real competitive dynamics are seen in Europe as they are getting SLAUGHTERED by Chinese BYD

Significant-Term6407

Tesla is losing ground in the USA but the real competitive dynamics are seen in Europe as the are getting SLAUGHTERED by Chinese BYD

EmergencySpeaker4726

If elon has no competition, tsla can make some good profits, probably $10 to $15+:eps. But, he thinks while he's changing the world, the rest of the world are going to wait for him. He laughed at BYD and Waymo like they're not competition. He needs to operate and assume competition...not laugh like they don't exist

jamiroquaiwhywhywhy

There are literally 140 Chinese EV manufacturers, all racing to make the cheapest cars. “Involution”. A Chinese EV will do great, most likely BYD, and probably more than one, but it’s potentially late.

Additional-Cress-257

Indeed, Tesla's valuation seems somewhat unusual in the current market environment. While the company has achieved a leading position in the electric vehicle sector, as you mentioned, they still need more substantial technological progress in other areas such as autonomous driving, robotics, and artificial intelligence. The rise of competitors like BYD has also put pressure on Tesla. Because of this competitiveness, I think it's good for Tesla's technology. However, perhaps Tesla's investors aren't just focused on current performance and market capitalization, but are optimistic about future technological potential and market expansion. I think that while market capitalization fluctuations are unsettling, they are part of the market itself. The high-tech and innovation sector is always full of uncertainty. Have you invested in Tesla stock?

Tp_for_my_cornholio

If it fell by 50% it would still be a stretch for me. If they nailed robotaxis then what? Tack on Ubers market cap? That’s ~$180B. And I haven’t seen anything tangible on robotics or AI that would make me think they’ll be a leader there. Energy storage maybe? Again what is that market worth in mkt cap? So I don’t see anything except smoke and mirrors. They have the US EV market on lock, but that’s fairly mature right now and low growth. Also globally BYD has them there. So I just don’t see the math adding up to anywhere near what their current market cap.

StoryAndAHalf

BYD is so yesterday, we're all on BYN now.

CoughRock

if your business only advantage is on patent squatting instead out innovate the competitor. Just look at irobot roomba, they sit on their patent ass for decade and charge premium. When that expired, chinese competitor roborock/dreame/xiaomi come out strong, produce way more feature/better quality for lower price. Then chinese side lead the innovation by adopting lidar and mop/vacuum combo/base station cleaning first. All these features were later copied by roomba and they still lag behind. You dont see chinese robo vacuum manufacturer whine like us manufacturer. They keep on innovating at a faster rate know it will be reverse engineer and copies by western maker. BYD is another example that switch from copycat to leading innovation and have western car maker copies feature off it. Tik tok, the same thing, why do you think short and reel suddenly got promote hard after tik tok success. The only true moat is ever faster rate of innovation. Keep down play china as a copy cat only one trick pony is just bury your head in the sand and avoid looking at reality. Even in chinese ai front, they are able to open source and squeeze more performance out of more limited hardware while western dev copies feature and lagged behind in open source.

palindromic

he says as a robot climbs out of a BYD

Hockeyshot39

numbers with no sources...odd Tesla hasn't released sales numbers for October, so where are you getting this from? [EV sales - USA - Jan-Sept 2025 ](https://www.coxautoinc.com/wp-content/uploads/2025/10/Q3-2025-Kelley-Blue-Book-EV-Sales-Report.pdf) 1st - Tesla 451k 2nd - Chevy 87k then it dives down less and less by brand [Top 20 EV sales by brand Worldwide Jan-Sept 2025 ](https://cleantechnica.com/wp-content/uploads/2025/11/2025-09-World-Top-20-YTD-Brand-January-September-scaled.png) 1 - BYD ( they combine al car types so thier number would be less, but still 1st overall) 2 Tesla Tesla sold more than the top 3 European car makers Combined Only other American car company on there is Ford at 20th, selling 84% LESS than Tesla see how I used sources and facts to back up my statements? and didnt put random numbers/

Hockeyshot39

China doesn’t prove Tesla “lost favor” , it proves China is the most cut-throat EV market on Earth. Every foreign automaker gets hammered there. Tesla slipping in a market with 70+ domestic brands and nonstop price wars isn’t collapse its survival. And yes, BYD has overtaken Tesla in global BEV sales in 2025. That isn’t because Tesla is suddenly hated it’s because BYD is producing at China-scale with China-level subsidies and costs. If BYD could sell in the U.S., they’d be competitive here too, but every Chinese automaker is locked out due to tariffs, not because Tesla is “protected.” The robotaxi point doesn’t land either. No one has a scalable, profitable robotaxi network not Waymo, nit cruise, not Tesla. Saying Tesla “lost” a race that hasn’t even begun is just narrative building. As for “losing favor,” Tesla didn’t implode, they went two years with no new models while competitors launched 150+ EVs. That’s a product cycle slowdown, not a reputational death spiral. And the “they only survived on tax credits” talking point is wrong; credits have dropped massively while Tesla still posts higher auto margins than Ford, GM, VW, or Stellantis. Interpreting the present means looking at fundamentals, not vibes: BYD is surging, Tesla slowed because of an old lineup, and nothing suggests “cooked.”

Noseknowledge

China has tesla and sales are poorer than they were just months back whereas the US doesnt have BYD. That is data to infer from even after accounting for homefield advantage. The failure of tesla's robotaxi is it was annouced first half a decade ago(once again hype nonsense to manipulate the stock price) as "next year" and is now losing to its competitor. Yes they are #1 selling but look at their fall off in sales, they have lost favour which is all Tesla ever had going for it. "Lose money for the firm and I will be understanding. Lose a shred of reputation for the firm, and I will be ruthless" the piper is coming for Elon and his descent into madness is him avoiding it

Hockeyshot39

BYD isn’t “locked out” of the U.S. because Tesla is protected; every Chinese automaker is effectively blocked, and BYD itself has said the U.S. market isn’t worth entering due to politics and terrible margins. Also, they have Home Bill advantage in China like Tesla does in the United States, also BYD combines all their different types of cars into their total sales of their actual EV sales aren’t as ahead of Tesla as it looks on paper Tesla’s declines in Europe aren’t happening in a vacuum,Europe’s BEV growth has been slowing across the board as incentives are removed and interest rates stay high. Combine that with Tesla running two full years without a new model, and of course competitors with dozens of fresh nameplates are eating share. That’s a product-cycle issue, not a collapse. Yet still the Tesla model Y is a number one selling Eevee in Europe and Tesla model three is number two LMAO The “Tesla only survived on tax credits” line isn’t true either. Credits have shrunk massively and Tesla still posts automotive margins higher than Ford, GM, Stellantis, and VW. If credits vanished tomorrow, legacy OEMs would be in far worse shape than Tesla. Do you remember that the United States originally had any tax credits for the first 200,000 cars each company sold? Tesla blew through those insanely fast. And then even after that when they did not have the tax credit and other companies did, they still have sold them. Saying Elon “shifted to robots because he doesn’t care about EVs” ignores the obvious: Tesla is still expanding battery production, building new factories, and developing the next-gen platform. You can argue the robot project is overhyped, but it doesn’t mean the EV business stopped existing. And calling their cars “stale bumpers and headlights” misses why the Model Y is still the best-selling EV on Earth. Automakers run platforms for 7–10 years If it’s so Steele, why is the model Y the best selling electric vehicle in the world again? If this is what “cooked” looks like, leading model in global BEV sales, sector-leading margins, the largest fast-charging network, and positive profits while most competitors lose money, then every other EV maker is charcoal.

Noseknowledge

China has tesla and sales are poorer than they were whereas the US doesnt have BYD. That is data to infer from even after accounting for homefield advantage

Hockeyshot39

Yes BYD has home-field advantage in China, with many more customers than the US and Europe. But also BYD combines all their different types of cars into sales so while they are feeding Tesla overall in electric vehicle vehicles, it’s not as wide of a margin as it seems on paper. they’d outsell Tesla in the US if not for anticompetitive markets” doesn’t make sense. BYD doesn’t even want to sell in the US, they’ve said publicly they have no plans to enter because the margins here are terrible and the political climate is hostile to all Chinese automakers, not Tesla specific. As for “transportation is an awful business,” that’s true… for legacy automakers who operate at 2–5% margins and rely on dealers, incentives, and massive fixed-cost structures. Tesla’s margins, even after price cuts, are still higher than Ford, GM, Stellantis, BMW, and Mercedes on a per-vehicle basis. So no, Tesla isn’t Toyota 1995, but it’s not circling the drain with the ICE giants either. Waymo comparison is another category error. Waymo operates in limited geofenced ODDs with HD maps curated down to the centimeter. That’s not a mass-market, globally scalable system, it’s a great demo for constrained areas. Tesla’s entire FSD/robotaxi bet is the opposite approach (vision-based generalizable autonomy). You can say it won’t work, but comparing it to Waymo’s mapped sandbox doesn’t prove failure. And the “sales falling because of Elon’s antics in civilized countries” is an oversimplification You can dislike Tesla or Elon without rewriting the entire industry to fit the vibe. The Tesla model Y is the number one selling collector vehicle in Europe and the Tesla model three is number 2 LMAO.

iD-10T_usererror

"Smashing"? Tesla lost the #1 spot to BYD globally and Tesla can sell into China but BYD can't sell here in America. Even in that lopsided global market, with BYD locked out of the #2 market, Tesla is losing. Tesla sales are dropping in markets where overall sales are growing (e.g., Europe). The Tesla fan boys will keep saying things like "Tesla is still a solid #4 in sales" thinking it's a win. Meanwhile, Elon could care less about EVs and shifted the company focus to humanoid robots, which is a complete joke, there is no real market for, and there is no way they can make them work the way they are being presented by Elon. The only way Tesla was profitable was with government tax credits. Now those are gone. And despite all the promises of nonsense vaporware, all you can buy from them is the same old stale EV with a new looking bumper and headlights. This company is cooked.

Noseknowledge

BYD is already outselling them overall and would be in the US too if it wasn't an anitcompetitve market. They were first to market but keep in mind transportation especially personal is an awful business which is why traditional automakers stocks have been flat so long. Their only option for growing profits long term is pulling off robo taxis which they are failing in as well in all but the unregulated markets of a few states vs waymo. Their sales are also falling because of the ketamine cowboy's antics in civilized countries

callsonreddit

Pentagon Cited Alibaba on China Military Aid in Oct. 7 Memo >The Pentagon concluded that Alibaba Group Holding Ltd., Baidu Inc. and BYD Co. should be added to a list of companies that aid the Chinese military, according to a letter to Congress sent roughly three weeks before Donald Trump and Xi Jinping agreed to a broad trade truce. [https://finance.yahoo.com/news/pentagon-cited-alibaba-china-military-180926280.html](https://finance.yahoo.com/news/pentagon-cited-alibaba-china-military-180926280.html)

BruceInc

Except that’s literally not true even in the examples you brought up. BlackBerry dominated smartphones until Apple erased them. Yahoo ruled search and email until Google. MySpace was the social-media giant until Facebook. Blockbuster owned home video until Netflix. Netscape led browsers until Internet Explorer, and then Chrome showed up later and buried both. This pattern repeats every era of tech. Look at Xerox. They practically invented the modern computing principles, the GUI and the mouse and still got overtaken by Apple and Microsoft. Same with Palm Pilots. Same with Nokia. Same with Kodak. Being early didn’t save any of them. Want more modern examples? No problem. Snapchat got steamrolled by Instagram Stories. Uber Eats lost U.S. market dominance to DoorDash. Tesla is getting challenged globally by BYD and losing. Tumblr got eclipsed by Instagram and Twitter. Vine disappeared the moment competitors entered. The list goes on. The point is simple: the early leader isn’t automatically the long-term winner. Execution almost always beats being first. I’m not saying Nvidia is destined to become the next Yahoo or Blackberry, but pretending they’re immune to the same competitive dynamics that reshaped every other major market is wishful thinking. Their dominance is not as set in stone as you’re making it out to be.

ImprovementMain7109

I like the thesis but “storage” is a whole value chain, and most of it won’t earn great returns. Cells themselves are already on the path to being a semi-commodity, with China flooding capacity. That’s solar panels 2.0: great for the world, brutal for margins. If you just buy “battery = number go up” names you’re basically betting on timing a capacity cycle. Where I’d look first is the boring picks-and-shovels: power semis (inverters, onboard chargers, BMS chips), grid gear, software/controls, financing. The stuff that sits between the battery and the grid/car and takes a toll on every kWh moved. Those tend to have stickier customers, higher switching costs, and less direct price wars with CATL/BYD/etc. From a portfolio angle I’d treat this as a structural trend with cyclical guts. Size it like a theme you’re willing to ride through 50–70% drawdowns, not like a bond proxy. And be honest about what you’re buying: are you funding a science project, a commodity producer, or an actual tollbooth in the system.

Express-Net-9790

BYD is going to eat everyone alive

NanoRaccoon

BYD is a good hedge, production numbers are skyrocketing

barelyreadsenglish

Can't wait for when they announce BYD is allowed to be sold in US

efrew

Then let me clarify more. In the mega-cap (by market cap), Chinese tech is mostly China based. Exceptions are as above. I believe the companies I’ve picked are more cherry picked, they are literally all the big companies by market cap in the China tech space. Perhaps I’ve missed out on Baidu (mostly China), deepseek (mostly china). If you disagree, please give me some names I’ve missed. In other areas, yes. China is absolutely international. I am aware that China produces like 70-80% of the world’s microwaves. I wouldn’t be surprised if fridges, toasters and all are mostly produced in China. I understand China is leading in solar technology, likely battery technology so yes, it not ALL technology. Back to my clarification - it’s mega tech. I understand China is also biggest in EV too. BYD is a good example - but I count this as automobiles. I’m well aware of Popmart. China is leading there too but is not count it is as tech.

separatebaseball546

How does Berkshire Hathaway continue to win with the picks, they did the same thing BYD and pulled out at just the right time.

RealisticIllusions82

Waymo is not a consumer brand BYD competes in a completely different regulatory environment with near slave labor

barelyreadsenglish

Tesla (TSLA) Stock: October European Sales Plummet 48% as BYD Surges Ahead Still 1.3T market cap and 277 P/E

cxr_cxr2

“While BYD's (OTCPK:BYDDF) (OTCPK:BYDDY) sales in October increased 206.8% Y/Y to 17,470 units and held a 1.6% market share in October from 0.5% in the same month last year, Tesla's (TSLA) sales fell 48.5% from a year ago to 6,964 units and had a 0.6% share from 1.3% last year.”

Puk3s

Not going to refute your point on comparisons to other aerospace competitors because I don't know enough. My point there originally was that they make mistakes too. And for the car automation point I think a big part is just companies like BYD doing it cheaper. Not going to lie I'm not sure what the argument we are having is...

miata_only

$TSLA will be at interstellar💫 levels by the end of December. Melon🍉 is playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z cartesian coordinate system. We're about to see the new Giga Venezuela factory🏭 cranking out Cybertrucks faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO rumor has it battery day 🔋 in January is going to unveil a new plaid edition LiPo powered dildo that charges⚡ in 69 seconds AND comes with FSD (Full Self Dildoing) 🍆 and Cheetah mode. PLUS unlike companies in Gyna...cough cough BYD(eez nuts) 🥜...Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

NeighborhoodBest2944

Bro, best selling EV in China. Much higher price point to boot. Many BYD are hybrids. Are you comparing those as well?

OddMove2382

Yes that is true right now. That will change soon. Two major Chinese media outlets independent road tested Tesla FSD (and earlier version) and compared it with Chinese God's Eye BYD system. Both organizations rated the Tesla FSD far superior to the BYD systems. Tesla has billions and billions of miles fed into its neural networks over many years. It makes sense they are far ahead in this area. Waymo is geo-locked, no highways. Not comparable.

No_Assistance5652

Next week I will drive BYD cars and see if those are better than tsla or not.

WolverineSouth2227

I don't think that is true. He said that he would never invest in businesses he didn't understand. He was a major investor in Chinese car maker BYD and recently had invested heavily in Japan. So please do your research before misleading people

UpbeatWishbone9825

I’m in Australia, so I get to see first hand what the global EV market looks like, and BYD now outsells Tesla here. I own a Model 3 and MG4.

last-shower-cry-was

buffett and munger suffered 90% drawdowns TWICE with BYD. and STILL outperformed the market massively.

UpbeatWishbone9825

Have your ever driven a BYD, or many of the other companies that make fantastic EVs? So many options available at so many price points. The US EV market is so unlike the global one. Here in Australia, BYD is outselling Tesla massively.

UpbeatWishbone9825

BYD (and others), make really nice EVs now too. So many different price points available outside the US too.

Smurf_Crime_Scene

BYD

ensui67

Nope. It’s a BYD, Toyota and Tesla world. Everyone else is priced for extinction.

ubdumass

I will double down on your statements here. Tesla is not better than, never mind the best, in each category: EV (BYD), Driverless (Waymo), Solar and Storage (Any number of Chinese), AI (OpenAI and Google). Tesla might as well light billions on fire establishing a fab. There are many many car companies on earth. There is only one TSMC that can yield at sub- 2 nm. Just ask Intel, who’s been in the game for half-a-century. There is one potential scenario, which is to partner with US Gov’ and enforce export control on all things semiconductor, making Tesla de-facto US fab.

das_war_ein_Befehl

You can value things based on the actual goods and services that the company provides…? It’s a car company that sells cars, and they’re priced like a hypergrowth software company. It sells physical goods. None of the valuations or stock price make any objective sense. It’s losing market share globally and faces an existential threat from BYD and every other competitor

Icy_Pain424

Exactly, because when BYD is 0.0000001 you can buy it and then the stock will go back to 200$ and you are super rich 

TheSn00pster

Pretty sure BYD’s can buy themselves…

miata_only

$TSLA will be at interstellar💫 levels by the end of November. Melon🍉 is playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z cartesian coordinate system. We're about to see the new Giga Venezuela factory🏭 cranking out Cybertrucks faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO rumor has it battery day 🔋 in December is going to unveil a new plaid edition LiPo powered dildo that charges⚡ in 69 seconds AND comes with FSD (Full Self Dildoing) 🍆 and Cheetah mode. PLUS unlike companies in Gyna...cough cough BYD(eez nuts) 🥜...Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

ReturnoftheSpack

But not all BYDs are equal. They have various brands each specialising in different gaps of the market. So i would say it is unfair to compare a BYD to a Tesla that costs 20k brand new vs one that costs say 80k. There are also "luxury" brands 150k+ and yes, it is subjective. Buying any product over 10k deserves scrutiny

Cute_Plantain_6734

Tesla is safer than any of China's autonomous vehicles. I rather trust a Tesla than a BYD, don't be fooled by China's marketing gimmicks. Likely the robots are controlled or a human in a robot suit.

addictivesign

Tesla. Musk will die within the next decade and Apple will acquire Tesla and the brand will go away. Apple will become the U.S equivalent of BYD.

cultoftheclave

only non-BYD sector contender with as solid a growth pattern as NIO, will be one of a handful of survivors when the great chinese EV purge strikes.

AutisticMisandrist

Whatever he bought some notable names like BYD, OXY, Abbvie, Apple the stocks never looked back when it comes to their entry and at least doubled, they have power of pumping stocks whatever they buy.

Cersad

What Tesla's issues probably most immediately mean for the US market is less about a BYD panic and more about opportunities for non-US manufacturers to make inroads in our domestic EV market. Especially since the Big 3 seem to be fumbling the ball right now.

sicklyslick

Millions of BYD on the road is vaporware?

Daremightythings2025

Wake up. BYD is kicking tesla’s ass. The only vaporware is from south afrikkka man.

Senior-Preference678

The company claimed the first round of robots were being delivered to industrial giants, including BYD, Geely, FAW-Volkswagen, DongFeng and Foxconn.

Unlucky-Clock5230

I don't think Elon is as good as you think he is. If it wasn't for the government first funding his business, and then making sure his monopoly was protected from foreign competition, he would have crashed and burned already. If the barriers of trade are lifted Tesla would crash and burn overnight. Their total deliveries for 2024 were 1.79m units. Chinese BYD alone sold 4.27m. The number two, number three, and number four Chinese EV manufacturers also outsold Tesla by a wide margin (2.18m, 4.6m, and 2.68m units). BYD also out earned Tesla by a wide margin. Most Tesla models are horribly outdated, something that is easy to miss because the competition is kept from entering the market. And to fix that we have Elon blowing up more smoke up people asses by making more empty promises he'll fail to fulfill.

bdh2067

It’ll never happen. There’s a reason BYD is the best selling EV in Europe but most Americans have never seen or heard of a BYD

DisjointedHuntsville

BYD . . Alphabet . . . Apple, when it was clear they were going to start "returning" a lot of $$$ to shareholders instead of investing in technology. . . Im seeing a pattern here

Iwubinvesting

Just the big caps. Tencent, baba, BYD, Baidu as well but I just buy FXI instead because it contains all of those.

ErrorAtLine42

BYD: build your dildo

Blackhawk149

BYD competition that’s why. If US didn’t have a ban on BYD cars in the US Tesla would be bankrupted lol

thalassamikra

TSLA is toast in China. I've ridden in a TSLA and a BYD - I'd take a BYD over a TSLA any day.

FuckElonMuskkk

They have BYD. Better quality and cheaper

thekwoka

\> BYD is only held back by tariffs And quality issues. They have worse self driving by a long shot, bad production quality even by Tesla standards, and don't last very long. I live in a country where they are sold. All the Chinese brands look nice but fall apart. It can work in markets where people want to buy a new car every other year, not many other places.

MrYOLOMcSwagMeister

That makes sense, there's like 100 different brands in China, they can't all survive long term. I also think BYD is a good bet, the fundamentals look good (insofar as that matters these days) and the price/quality on their cars blows Western brands out of the water. Makes me wonder why Buffet pulled out. The West will probably keep their auto industry on life support with tarrifs and subsidies. Once they stop doing that it's game over for most European and US brands, unless they start innovating hard now.

elpresidentedeljunta

It´s what we´re heading for in my opinion. EV is the future but the boom people expected hasn´t come in the speed companies have invested for. Now there are to many EV companies for the market and especially in China several will have to disappear. Those companies which survive will dominate the auto sector in 5 to 10 years. Just like the companies like Amazon and Google who were the winners of the Dotcom crash are now part of the Mag 7. It´s what happens in every technologic revolution. BYD has a deflated stock price, but it makes money, It is the balloon which will suck up all the air when the other debt filled bubbles burst. Even now in the worst depth of a cutthroat price battle (Which is indicating the bubble and which the Beijing regime has started to reign in at) and without access to the us market BYD has earnings per share which are decent. When the dinosaurs die, the dragon will fly. Let´s hope the west can rise to meet that challenge.

re-thc

The difference today is the world has changed and yet perspectives haven't. This bubble talk misses the point. It's not whether you make more or less money due to the large investment. What about seeing it as a defense? In the Dotcom era the US was the market. It controlled the Internet. Today, are we sure? US lost the electric vehicle race, batteries race and a lot more already. AI Capex = bad investment? I'm more worried about losing out than the bubble bursting. Complaining about Mag7 Capex? Wait until Alibaba, Baidu and Tencent take over just as BYD overtook Tesla and the others. Where's the help instead?

elpresidentedeljunta

Your nvo is my BYD. Then again I believe BYD is one of the companies to survive the EV extinction event and so I have some hope left.

FaZaCon

That would be great and all. Though, if BYD is tanking ($13) as the worlds largest EV manufacturing with FSD, I find it hard to see Rivian making it to $40. Rivian has been good to invest in when they drop to $12 or below, because they always seem to jump to $16 on some news, then tank all the way back.

99posse

BYD; I am down 25%. Never underestimate the stupidity of Tesla holders.

callsonreddit

China’s BYD aims to sell up to 1.6 million vehicles abroad in 2026, Citi says [https://finance.yahoo.com/news/china-byd-aims-sell-1-114034326.html](https://finance.yahoo.com/news/china-byd-aims-sell-1-114034326.html)

LostAbbott

Of course it is.  This is the Chinese governments MO.  Throw piles of money at whatever they think is the next big thing, corner the market, then use it to "diplomatic" purpose.  The question is...  Will the West fall for it, like they with with RE metals 20 years ago?  I doubt it, but maybe.  BYD can hardly pay to ship vehicles at the prices they sell them for.  With out huge piles of cash from the party BYD dosn't exist...

subzero12320931

Idk how the BYD cult thinks its bullish at all. Lol

TheChickening

After owning Micron for many years, I sold them at $90 as it wasnt doing much anymore to buy BYD (Not BYND) stock. I really really regret that decision :)

newscrash

Personally I want an inexpensive BYD. Wish they were sold here.

Agolf_Tweetler

Porsche,VW, GM, BMW, Mercedes, et al. Then half will invariably buy another Tesla & wish they could just get a BYD or Onvo (in US)

Agolf_Tweetler

100-200 in that time frame is insane, won't scale until 29-30. I'm just waiting for Trump to cut Xi in on BYD US sales,game over. 😂

Illustrious-Run3591

>BYD shares slide as China's EV price war hits profits https://www.bbc.com/news/articles/cx2pr1wwq44o Wait til you learn the fastest growing industry on earth for the next 5 years is the Indian pharmaceutical market

Justin_123456

At what point are markets going to wake up and smell the bullshit? Tesla is a $1.3T car company, that can’t actually make and deliver cars. It’s lost whatever lead it might have had in autonomous driving software, and in battery tech. BYD makes the cars Tesla wants to make, but can’t. BYD is not a $1T company. Now it’s robots, because you need some other pre-revenue promise to justify its insane valuation. Elon’s leadership has been abysmal. Does anyone really think this drug addict, with the political instincts of 4-Chan thread, is who is going to calm and sweet-talk regulators and lawmakers, into giving him the permissions and liability protections he needs to make autonomous driving, never mind autonomous humanoid robots, a reality?

Hockeyshot39

No the aren’t lmao you’re 100% looking at. BYD COMBINED BEV and PHEV sales lmao [Europe EV sales Jan to Sept 2025](https://imgur.com/a/uruKnOg)

FuckElonMuskkk

Tesla is a shit company. BYD beat them on electric cars. Only thing they got is power walls.

bigElenchus

There are two—and only two—groups that have figured out how to produce EVs profitably and at scale: 1. China, led by BYD and backstopped by the CCP 2. Elon Musk and Tesla That’s it. No one else in the US—and certainly not in Europe—can do it. Not Ford. Not GM. Not VW. Definitely not Rivian. Collectively, these companies have burned tens of billions of dollars on underwhelming designs and flawed marketing strategies, with little to show for it but disappointing sales, layoffs, and investor writedowns. If you support EVs and you want an industry not fully dominated by China, you need to be rooting for Tesla and Elon. Because, at this point, they’re the only chance America has.

DogsAreOurFriends

BYD has entered the chat

Busterlimes

Im purely focusing on precious metals and BRICS companies. BYD isnt doing great but IMO they have e the infrastructure to do well long term. BABA has done pretty well for me.