BYD

Dude_HaHa

At least MSFT produces products worth a damn. TSLA only survives due to trickery to ban far superior EVs like BYD.

CutComfortable8003

BYD report seems to be out, but corrupted for me. Thanks for the analysis, made me want to dig deeper again for investing! Reference: [https://www.bydglobal.com/cn/en/BYD\_ENInvestor/InvestorAnnals\_mob.html](https://www.bydglobal.com/cn/en/BYD_ENInvestor/InvestorAnnals_mob.html)

pranay_227

Really appreciate the deep dive this week it highlights how different each story is under the China tech label One thing that has helped me when tracking multiple companies and segments is visual mapping I use Runable to create simple dashboards comparing revenues margins growth rates and strategic initiatives across companies Seeing Tencent Alibaba Xiaomi Meituan and BYD side by side makes it clear which are compounders which are in investment cycles and which are scaling into new markets It also helps me quickly spot trends like EV ramp ups overseas or cloud revenue growth without getting lost in spreadsheets For anyone following multiple sectors within a region I recommend trying a visual tool like Runable to organize insights and make comparison easier

qitcryn

Great points made.. I've been loading on NIO (not mentioned) and BYD... I've traveled SEA region over the past 2 years and each trip..im seeing more and more them.. they are priced very, very aggressively for global domination..and with the oil prices especially in the region.. This war will be the lynch-pin for their rise

seeking-health

The chinese are releasing their own gpu (lisuan) next june they say it outperforms rtx 4060 .. not bad for building first gpu from scratch This can be the next BYD and could nvidia

Plane-Salamander2580

I'm only long BYD out of this list. If international doesn't carry, this thing will stay surpressed for even longer and the downside likely continues. Price action has been bullish probably in anticipation of annual report. What's your fixation with A shares? If your thesis or tilt is in tech, why care whether it has A shares or not? Help me understand this. Also, you're looking at dumbed down ETFs tailor made for US audiences, don't expect highly refined methodology in stockpicking for these funds, just slapping a China QQQ branding and putting it up on shelves.

CATLLM

BYD and other Chinese EV car makers are reporting record uptick in sales.

604wrongfullybanned

This. Chinese cars eg BYD, are opening dealerships up here by years end, and their EVs are WAY cheaper than anything American or European. I've yet to drive one or even see one but based on the YouTube reviews, they are definitely going to give the legacy brands a run for their money.

JustBrowsinAndVibin

BYD has better EVs SpaceX makes about $10-20B annually without growing much and the market cap will be $1.5T.

deHaga

Tesla is getting wrecked anyway. BYD eating their lunch in Asia. Anti nazi and anti American sentiment in Europe, and no more EV tax credits in the US

VellyJanta

My dad never went to high school, invested his life savings in SPY and that Chinese company BYD in 2020. He bought Boyd Gaming by mistake and is up like 230%

StevieWonder557

I test drove the BYD Chinese EV car and let me tell you - it is dope for $35K

Short-Beautiful-9403

You can criticise Musk. I freely admit he has many flaws. Can you admit that he also does amazing things? This is what I meant by derangement. Pure hatred. Can not seperate your hatred with reality. Everything he touches has to be shit. Doesn’t matter how much they are valued at. Doesn’t matter how many times he’s repeatedly created value at different companies. Me and my Reddit buddies know better and are smarter than him. If you said Google is a better company, sure. BYD is better?, that’s pushing it but also has a case. But your saying Tesla and SpaceX are shit. Deranged.

International_Box671

I hope so, but realistically it will take a lot longer than a year. The first part will bring on more remote areas of oil and gas that are to expensive to bother now. Here in Bangkok we currently have fuel shortages in the rural areas with some some taxi drivers refusing to take people on longer trips. However the government has done some simple things like eliminating tariffs on EVs so there are quite a few BYD, GWM and Tesla cars. I rode in a BYD, beautiful car, not as good as a Tesla but cheaper. If they were allowed in the USA they would be a hot seller. So at least for the short term, Oil Service suppliers and international EV with a Chinese base will likely be the big winners.

nzlax

What? He doesn’t have to meet my ideals for me to invest money in his company? What proof? They have a cult following that’s it. It’s not because they make better products. SpaceX got the govt contracts because he agreed to hire the person making that decision to SpaceX after they awarded the grants. They didn’t win it on merit. Tesla has 350 patent families. BYD has 25,000. Tesla hasn’t innovated shit, what they did to become popular was to make EV’s exciting, which was done before Musk joined. That was in the companies blueprint since inception.

Treverer

Maybe the war will kick off a more massive market correction in the sense of a huge capital shift. Away from the old fossil fuel bullshit industries, more to renewable energy and other future technologies. BYD showrooms are apparently bustling. Then at least something really good would come out of it.

Potential_Salt_5780

I meant stocks. Obvious answers are oil companies but that might be short term. People’s behaviors will change, which is more long term. So will EV makers like BYD gain a lot? China is energy dependent and their build out of charging infrastructure as well as battery tech were already accelerating. This geopolitical chaos may further fuel the fire.

Intrepid-Song

At this rate you can only afford an BYD

Forsaken-Cattle152

Careful you don't get rimmed... neither has particularly sexy financials. If it has to be one of the two, BYD hands-down. Nios lineup is lackluster sind 2023.

ManyHead6662

BYD calls

PaperHandsTheDip

**> then the us should use coal and nat gas for heating and electricity.**  100% shouldn't. They should use \*the cheapest option\*. Which is currently... solar. It's literally cheaper than natural gas right now -- and getting cheaper every year. Utility scale solar costs \~38-78/MWh, as compared to an average of \~48-109 per nat gas (depending location). Also far cleaner and it also lasts longer. The US has perverse incentives keeping oil alive. **> keeping oil for transportation only.**  This does make sense for internal combustion engines -- however the priority should really be moving over to EVs. They're cheaper (and more efficient) at scale. China is really winning the race there. Look at BYD - they are insanely good cars. Starting at less than $10k USD, ie: the Seagull. BYD seagull: 400km range, 5 door, 4 seat, 30 minute charge time. Designed for cities. That is their cheapest option. They have options that have over 950km (550mile) ranges for \~40k usd. The US literally cannot compete. Fords CEO bought one and used it for a month. He went on record saying he loves it, didn't want to go back to a ford and the us is "very far behind". **> allow nuclear** Nuclear isn't very efficient tho. It's quite costly (and there are other risks involved). It's one of the most expensive forms of energy. **> give tax breaks for solar and wind** They don't even need to do that. Solar is literally cheaper than natural gas right now -- and getting cheaper every year. **>  steal their patents when they get better** China is already far ahead. See above - it's cheaper.

Mental-At-ThirtyFive

Just read BYD dealers in Asia are packed with people wanting to move away from ICE. Iran is allowing Chinese, Indian and now Japanese tankers to pass through Hormuz. Expect Koreans to do the same. Saudis will be the saviours for Europe but wondering is there is a gap in the products that shipped via Hormuz It is not just China winning, but winning easily as the US global soft power has disappeared within a year - who the fuck thought this will happen.

Ok_Prior_9085

First time I saw Tesla, I was like “what kind of car is that? Esp the cybertruck hahaha. If I was a millionaire I will never buy Tesla. First time I saw BYD, I said amazing design. Then O realized it was a chinese car but there are way too many BYD here in our country, dont see Tesla evwn one.

InvestigatorPlus3229

BYD Showrooms Are Bustling Across Asia After Iran Oil Shock

TheKiMoChi2020

I like Alibaba and Bidu. Not touch BYD lol

elpresidentedeljunta

BYD and Alibaba are cheap. I also hold Zijin gold. Obviously I am down with all of them.

deepgreenzuchini

Xiaomi and BYD

jerome-yellen

NVIDIA CEO Jensen Huang today: “The Chat-GPT moment for self-driving cars has arrived." NVIDIA announced that they’re now expanding their self-driving partnership to BYD, Nissan, Hyundai, and Geely. Their automotive partners: • GM • Toyota • Mercedes-Benz • Jaguar Land Rover • Volvo • Rivian • Hyundai • BYD • Geely • XPENG • Polestar • NIO • Lucid • Li Auto • Nissan • Isuzu • Zeekr • Xiaomi • Stellantis Additionally, NVIDIA and Uber are partnering to launch a global network of Level 4 autonomous robotaxis, beginning in LA and San Francisco in early 2027 before expanding to 28 cities by 2028.

Significant-Term6407

Nvidia also announced an expansion of its autonomous driving business, including the addition of four new partners for Nvidia’s robotaxi computing system—India’s BYD, China’s Geely Auto, Hyundai and Nissan. Using Nvidia’s chips and simulation models, the auto manufacturers are expected to significantly increase the number of autonomous ride-share vehicles on the road, Huang said. 

CarRamRob

You say EVs are competing, yet almost all major car companies have not been profitable making the shift to EV and are taking major losses on pure EV models. A few examples don’t make the rule. Not all cars are Tesla or BYD. If only two companies can produce those options, it furthers my point any shift is a decade away.

elpresidentedeljunta

Everything in my trading port except miners is green right now. Bloody BYD decided to show up and gain about 7.5 %. I guess that means the war will end soon and everything is going to crash afterwards.

Kaymish_

There's no domestic NZ car manufacturing, our economy has never progressed beyond colonial raw resource export and basic processing. I didn't test drive a BYD, so I can only comment on the look, and I'm looking for a city car to get me to and from work and quick trips around the city, but I did take a Dong Feng box out and it's a really good car for the price. It has loads of really high tier features like automatic parking, motorway self drive all-around cameras (not that you need them on such a small car) vehicle to appliance, both apple and Android interface for your smart phone and more. BYD seems to be very popular there's a lot of them in the road and there's a BYD shark that parks in our work car park it looks like it can easily compete with the Ford ranger that I'm currently borrowing. But they're a bit too big for me and the Atto1 which is the type I'm looking at was not styled to my taste. The Chinese brands all fall down on interior design they're like European cars and don't have any cup holders, I currently have a BMW 3 series and it has awful cup holders too so I'm used to it. But my companion pointed out that they only had 2 cup holders on the floor by your feet. And I wasn't a big fan of the quilted fabric dashboard. The Chinese have really gotten into the electric car segment they've got the whole range from the sport sedan to the small hatchback to the dick compensation ute and even people movers and vans. The other car manufacturers are going to have to up their game to compete. China doesn't have the name brands yet and people are wary of them because they lack that pedigree but the prices features warranty and financing are out of this world. $0 down and 0% interest on a brand new box for $26k is an unbelievably attractive deal and there's 8 years traction battery warranty. It's the same sort of deals Mitsubishi was giving when their reputation was on the floor and they were building it back up. I think once makers like Dong Feng and Xpeng have made a name for themselves on the level of Toyota and Nissan the prices will go up and deals won't be so generous but right now if you want a new car I think Chinese is the way to go.

GuitboxBandit

Same here in the states in regards to Japanese secondary market. That's great you guys have so much competition. Is there a domestic new Zealand brand? Also, what's your opinion of BYD's, etc

Kaymish_

My car broke down last week so I went to shop for a new one during the weekend and the electric car dealers were jam packed. Dongfeng and BYD were both swarmed with people looking at EVs and Toyota and Nissan who were right next door to those dealers were ghost towns.

seanosul

Buy BYD if you can?? That trade deal with Canada will prescious.

bartturner

I am typing this from Bangkok. So I very much know there are many different incredible EVs from China. But the biggest and most successful is BYD. I have three Thai friends here with BYDs. One a Dolphin another a Seal the last a new Sealion. The new Sealions are pure EVs now and no longer hybrids. They are just incredible cars. I personally have a Model Y in the states and the BYD are far nicer cars in comparison.

swallowsnest87

Calls on BYD

Hamzehaq7

man, tsla is wild right now. those daily swings are crazy! i’m usually in it for the short-term plays 'cause the volatility just screams "trade me!" lol. but with BYD overtaking in deliveries, it definitely adds some pressure. plus, with musk focusing on the robot stuff, it feels like he's trying to shift the narrative. honestly, i think it’s gonna be a bumpy ride for a bit. what do you think? is the long-term story still solid?

Icy-Sheepherder-7595

Yea I'll just never talk again here. I forgot it's pointless unless you're looking for validation in an echo chamber. https://www.thisismoney.co.uk/money/cars/article-15231019/Chinese-cars-safety-cheap-EV-crumpled-crash-tests.html I know the BYD passed. They make good cars. Do you know how many Chinese auto manufacturers there are? It's way more than just BYD to give you a hint. I was saying the majority of Chinese cars don't pass. If you were to grab any random sample of domestic made cars in China, that'd be my gamble. So what is NOT true huh? Why is this NOT possible. Why do you NOT believe factual data being presented to you? Are you ignorant?

Icy-Sheepherder-7595

Yea I'll just never talk again here. I forgot it's pointless unless you're looking for validation in an echo chamber. https://www.thisismoney.co.uk/money/cars/article-15231019/Chinese-cars-safety-cheap-EV-crumpled-crash-tests.html I know the BYD passed. They make good cars. Do you know how many Chinese auto manufacturers there are? It's way more than just BYD to give you a hint. I was saying the majority of Chinese cars don't pass. If you were to grab any random sample of domestic made cars in China, that'd be my gamble.

Ancient_Persimmon

You're allowed to your opinion, but even objective measures exist and it's behind in all of those. Less efficient, slower to charge, less spacious, slower to accelerate, fewer features and on and on. The Seal is probably BYD's least competitive offering.

BaxBaxPop

So BYD made $3.1B in profits on 4.6 million car sales, with almost all of those profits coming from their gas cars. Tesla made 20% more profits on 1/3 of the number of cars sold. BYD does not profit on their EV sales. But sure, BYD is the stronger company.

bartturner

Had not really looked at the two right together. They are very similar. BYD has more revenue with over $100 billion compared to Tesla with $95 billion. Profits are also similar. $3.1B USD for BYD versus $3.8B USD for Tesla. But they do have one drastic difference. One is growing an the other is in a multi year decline with no end in site.

bartturner

Sounds like what you want is a BYD. They have far nicer interiors compared to Tesla.

bartturner

> Chinese EV's are the safety standards are not what you'd expect and cars turn what resembles crumpled tin foil after certain really bad accidents, you can look that up if you want. This is NOT true or anything close to being true. "The BYD Seal has earned a 5-star safety rating from both Euro NCAP " "The BYD Sealion 7 (2025 model) has earned a maximum 5-star rating from both Euro NCAP and ANCAP. " "The BYD Tang holds a 5-star safety rating from Euro NCAP (2023), highlighting its strong performance in both crash tests and active safety systems. "

bartturner

You must have some very dated info. In terms of pure EVs BYD outsells Tesla. They do it even though BYD is not even allowed to sell in the US while Tesla is allowed to sell in US and China. BYD sold 2.26 million PURE Evs in 2025. They sold over 4 million vehicles when you include hybrids. Tesla sold 1.63 million. But also realize Tesla sales are declining while BYD sales continue to grow quickly.

Charming-Monitor8296

The second BYD can be sold in the USA, it’s game over for every other car maker.

Tiny-Bag5054

Why does the windshield of my Chinese EV look like ——————————————- Puts on NIO LI BYD

AdAny631

BYD stole from Tesla? I’m sure they may have taken a few things but that is the Chinese way. Either way BYD has become a critical supplier of its LFP battery to Tesla. Elon know how this works. You want to sell to the Chinese market, get ready to do joint ventures with Chinese companies and use Chinese suppliers.

ItsOkILoveYouMYbb

>Interesting breakdown, BYD’s tech edge is compelling, but the structural and seasonal sales factors show why it’s worth investigating rather than assuming a guaranteed win. I can always tell someone used AI when "compelling" is used in a casual replying context lol. All AI-written replies on social media formats sound and structure the same and use the same words over and over. Summarizing the original post without actually saying or adding anything substantial. It's all over twitter as well. Only thing you're missing is a single em dash. The AI even managed to squeeze in a form of "it's not A, it's B" at the end. Dead internet fucking sucks.

elmorepalmer

Have you driven a BYD? They are pretty good cars lol, Europe and South America seem to be doing fine with them. Agree there are many blatant HR violations going on, but lets not pretend that's why or that the US cares

SkillNext3639

Interesting breakdown, BYD’s tech edge is compelling, but the structural and seasonal sales factors show why it’s worth investigating rather than assuming a guaranteed win.

sky_concept

Even if oil was $250 a barrel you still lose more money buying an EV due to depreciation.  Something BYD learned only recently.

Rude-Substance-3686

dude TSLA is always the volatility play that teaches the hardest lessons. Elon moves and the market swings 3-5% on his tweets but the fundamentals are what matter long term. that BYD comparison is real

Altruistwhite

>I live in China and it's pretty damn annoying when I see a Xiao Mi or BYD that is about the same size as the Model 3.  Why is that annoying?

KartFacedThaoDien

I live in China and it's pretty damn annoying when I see a Xiao Mi or BYD that is about the same size as the Model 3.  Even more annoying when I see the Buick Vellite or compact Chevy EV's. The Buick is one that probably should be sold in America.  Even if it was under a Chevy nameplate and made in Mexico it would deeply undercut Tesla.

Pristine-Slide7990

Crazy the market is still treating Tesla like it's 2015. Tsla volatility is entertainment for daytraders, but for people actually trying to build wealth, it's mostly noise. The real story is BYD eating their lunch in EV deliveries. That's way more signal than Elon's latest tweet

AyumiHikaru

BYD sells a lot cheap cars in China

BaxBaxPop

That includes Hybrids. Commenter is right. When you just compare pure EV's, Tesla is selling roughly the same, maybe more. If you exclude the tiny golf carts for under $12k BYD makes that's in a market Tesla doesn't compete it, Tesla dominates. Head to head, in "full size" luxury market, BYD can't hold a candle to Tesla's sales.

Prize-Feature2485

They are outselling Tesla at a price category that Tesla is not in. Their average is like 18 grand, and you can buy one for 12 grand. Tesla is selling for 35 grand. No Chinese is that stupid to pay 35 grand for a BYD.

Plutuserix

The article literally shows BYD outselling Tesla. Worldwide. So I highly doubt Tesla is outselling them in China.

drummer820

Except that’s… not happening?? “BYD is the dominant leader in China's New Energy Vehicle (NEV) market, significantly outselling Tesla by volume as of early 2026. In 2025, BYD solidified its position with over 3.17 million NEV sales (24.1% market share), largely driven by a diverse, lower-priced lineup. While Tesla's Model Y remains a top competitor, its 2025 China sales were over 626,000 units, placing it behind BYD in the domestic market.”

Prudent-Corgi3793

BYD sales in China are about 5 times higher than Tesla’s and continuing to grow in China (as well as elsewhere)

Prize-Feature2485

If Chinese people are buying Tesla over BYD. You think you know more than them?

Plutuserix

Why would I buy a Tesla over a BYD or similar these days.

IntergalacticBurn

I'm invested in BYD, XPeng, as well as Geely. The latter two have performed better overall. And having personally been in cars from all three companies as well as NIO, I'd say that XPeng and Geely are going to win in the end. BYD is really just an EV Honda/Toyota. Pretty meh tier.

Hellmale

Is it still a game? I wish I could by BYD stocks

dont_downvote_SPECIL

Chinese EV leader BYD unveiled “FLASH Charging Technology” that can take an EV from 10% charge to 70% charge in five minutes. Most of Tesla’s charging infrastructure can deliver up to 200 miles of range in about 15 minutes.

Hockeyshot39

How did I excluded BYD??

imbogey

So you exlude BYD?

Hockeyshot39

Tesla is popular because the EV it self is amazing and the best value for your money - see how many other companies are pulling out of US sales? Tesla also makes some of if not the most profit per car BYD is nice but it’s propped up by the Chinese government funding it and if they didn’t have that constant funding, they would be going under ASAP. They also sell very cheap cars because they’re able to due to government funding, I’m not against it. I’d rather have people buying more EVS than gas cars anyway. But my original point remains factual, the Tesla model. Hawaii was the best selling EV worldwide. I believe the last 5 years in a row? Maybe 4..

ForsakenRacism

Really you think it sells better than BYD. Lmao Tesla is only still relevant cus of geo politics

Thedarkpersona

TSLA? BYD will be the big winner here. Chinese EVs will flood the markets (except the US)

takeahikehike

Very glad I bout BYD and Xiaomi right before the oil squeeze. 

TurbulentTurn9773

That’s why China BYD just developed batteries that charge to 80% in 5 mins. Also majority of cars on road are electric in China … short sighted GOP voters wanted their V8 let them pay.

AccountOfMyAncestors

Donny doesn't have to t a c o by pulling out of iran's womb He can waive all tariffs and restrictions on importing BYD cars and start a gov program to trade in your gas cars for them.

Sweaty_Platypus69

Now watch as the world will pivot and buy more BYD electric cars. Our gas cars are cooked man..

Unassisted3P

Anybody going long on Rivian or BYD with oil going up? How stupid would that be?

Late-Mathematician-6

BYD for the win. China takes this opportunity to let America do the damage for them.

LeaF3141

You know, that’s a great point I wasn’t thinking of BYD and other companies. You are right on the global scale they are getting killed but because of uSA protectionist policies we’ve got Telsa. Thanks for pointing it out

cliffski

BYD is not just BYD, its also got a higher end brand called YangWang. And they absolutely compete with Tesla.

kojima_you_genius

This Iran war really screwed my full port BYD calls

cliffski

BYD can happily just expand in Europe Asia Africa and the middle east, and even south america, before they agree to sell some batteries to ameripoors.

LongevitySpinach

I wouldn't look at Tesla vs BYD as a binary trade. BYD has a GREAT battery business, and the new blade is no exception. In fact, Tesla uses the current blade battery in made in china vehicles and will probably use the new one as well. Tesla uses batteries from CATL, BYD, LG energy, Panasonic, and their own. There are trade barriers and lots of incentives to build domestic battery production in the US, so Tesla continues to ramp it's own production, and also is taking over GM's abandoned LG energy project. Tesla will essentially buy all the batteries they can get from whomever. BYD's auto business, however, is pretty meh. High volume on very low margins and their offerings don't really have any differentiation from 20 other Chinese brands. One of the big problems is BYD was essentially hiding massive amount of debt off balance sheet by dragging out payments to their suppliers as far as they could. The government had to step in and tell them to knock it off. They are not a direct competitor with Tesla because they are generally a cheaper class of auto. Tesla is competing more with Xiaomi, Li Auto, Expeng. https://preview.redd.it/7wuef81b4png1.jpeg?width=1200&format=pjpg&auto=webp&s=f1b4b7d275c788944f54020d9a2f636e6934bba2

kingreq

You won’t be able to get it registered and street legal. BYD has no models certified for U.S. Federal Motor Vehicle Safety Standards or EPA rules. The car needs to be at least 25 years old to get around this. That is why 25+ year old Japanese imports are popular.

Burnratebro

You ever heard of the BYD Worm of 2052? 40 million EVs going 140mph without breaks. Ended with almost 120m people dead and $40 trillion in property damage.

Burnratebro

How is this horrible? The tech exists, they’ll end up using it too. This is a huge fucking win for TSLA, because BYD can’t sell in US.

thiagopuss

100% tariffs on BYD. TSLA would be crushed if BYD had just 24% tariffs. Musk's companies are heavily subsidized by local and the federal government.

shootinjack

He is saying the choice to import everything from China in the 90s was a mistake because we didn’t get free access in return. Presently you can’t just turn it off. It was our governments belief that we could keep chipping away and open up China’s massive economy over time. That did not happen and looks like it never will. That’s why it does not make much sense to allow China to flood our market with cheap EV exports. Maybe there will be a deal in the future to allow BYD to open a manufacturing plant in the US where data collection from the cars is managed by a US company. I think it is unlikely because China does not want us to steal the EV tech.

LeupMeisterGenral

Did you see the BYD news?👀

Canadian_Border_Czar

Literally 2 days after I gave up on BYD and took a small loss. 

Retrobot1234567

Yes you can. No wonder why you are a regard. Look it up: BYD factory in California 😂

VeganTurkishBaklava

It’s embarrassing that in U.S. we can’t buy BYD

DrummerCompetitive20

UK NEW CAR SALES RISE, TESLA PLUMMETS, BYD SOARS • UK total new car sales in February: 83,377 units, up 3.6% YoY. • Tesla sales down 45.2% YoY to 2,208 EVs. • BYD sales up 40.9% YoY to 968 EVs. Tsla -45% 😂😂😂

Shoddy-Monitor1153

CRGO should do well with the freight crisis, ARBE has some big stuff going on with NVDA and possibly BYD

elpresidentedeljunta

BYD up 6 %. Apparently that little Ooopsie in the Middle East reminded everyone that gasoline powered cars are obsolete... XD

seb21051

From Google: "As of early 2026, only a few electric vehicle manufacturers are consistently profitable, led by Tesla and BYD, which benefit from high-volume production, vertical integration, and battery technology advancements. Other companies, including Li Auto****Seres Group, and recent entrants like Xiaomi, are also achieving operational profitability, while many legacy automakers still lose money on EV sales. "

ManyHead6662

BYD

Aggravating-Let-2968

I invest in what I know. I was very familiar with the gambling industry. Over the years I've made money investing in PENN, RRR, RSI, EVRI, AGS, IGT, SGI and BYD. Today I own nothing in gaming or gambling. But I'm watching.

acemedic

Tail end of Q3, Tesla posted quarter over quarter sales increase by a small percentage (3% if I recall). Something like 384,000 units of sales. Fine print was at the last second, SpaceX had closed 100k unit order for their “security vehicle fleet.” Moving forward, Musk has certain targets on Tesla’s performance for him to get his massive payday. Musk can’t do that inherently. Vehicle sales are crashing due to his politics and BYD spanking him in performance metrics. One of their vehicles posted ~1200 miles on a single charge last summer (Switzerland to France, ~10% downhill grade on average didn’t hurt…). The roofing solar stuff was shuttered a while back, the home battery is seeing competition, the “autonomous vehicle” can’t drive without a chase car and remote driver, their robots are nowhere near production (even the prototype’s reported capabilities have been deemed pure fantasy by others in the space) and China is sourcing robots for autonomous factories already. Bottom line is that the money to buy things from Tesla has to come from somewhere, and Elon needs to slip this infusion in before anyone sees the real “unsupported” quarterly numbers. If he can keep the grift going, he’s set to be the world’s first trillionaire. If he fails, literally overnight everyone will realize Elizabeth Holmes was in the JV league of corporate fraud compared to Elon.