BYD

Melodic_692

The trick is to not bet against Elon directly, but instead back his competition. About this time last year I went long on BYD and Rocket Lab, have made massive profits on both.

InterimOccupancy

Hell yeah fuck Tesla gimmie BYD

RalphTheIntrepid

China is looking to consolidate its EV production chain. There are too many companies across the entire supply line. Many are ghost companies. China wants to pick one or two winners. BYD is their best candidate now. 

seoulsrvr

Anthropic relying on Google for tpu reminds me of Tesla relying on BYD for batteries

Knal3

BYD is at 13... Jumped out the window in a good way?

AsleepMycologist9040

Time to say bye to America and hello China bring on the BYD cars will see how he enjoys his biggest trading partner trading with his biggest enemy

Primary-Effect-3691

BYD would beg to differ 

Usual-Language-745

I accidentally missed the N and searched BYD and almost jumped out the window

Successful-Tea-5733

You're arguments are not worth arguing about. BYD was making gas powered cars when they started roughly the same year as Tesla. BYD did not even start outselling Tesla in China until 2 years ago so to act this is some sort of myth or western bias is just foolish. And really you're using BMW and Mercedes Benz as EV examples? You really are showing you have no idea what you're talking about. Good day to you.

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 Quebec 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 👨‍🍳📚).

wirsteve

>but without him it doesn't even get as far as Delorean Tesla popularized modern EVs in the West. So kind of calling it “Tesla or nothing” is more tech-bro myth than reality Tesla was catalytic, but not singular. BYD, Geely, and others industrialized and scaled them globally. BYD and Geely were producing plug-ins and early BEVs before Tesla went mass-market, and now they dominate sales. They scaled faster because of government incentives, vertical battery integration, and local supply chains not because of Tesla’s influence. US automakers were forced to innovate because of Tesla, but German luxury brands like BMW and Benz were experimenting with EV before Tesla went to market too. There's a lot more to the auto industry than the USA.

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 Quebec 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 👨‍🍳📚).

Big-Nail-4733

Alright thank you! I‘m going all in BYD, the Chinese car manufacturer

donefukupped

I want to get my BYD car

EthicalHypotheticals

Even after that, there are only like 2 states you can drive it in. There are US-specific safety and emissions tests that BYD has not certified the cars for. Everyone else would be paying all those extra costs to do circles in their backyards lol

Daleabbo

BYD just released its cheapest car I'm australia. It's cheaper then base model ICE cars an 1/3 or less then the price of a tesla. Either cars are about to get dirt cheap or a lot of old manufacturers are about to go out of business. It's hard to believe with the head start tesla had they blew it so badly.

EthicalHypotheticals

That’s what I’m saying. The US is most likely where they grew that revenue because that sort of competition is kept away for now. If BYD can ever land here, Tesla is toast.

Karl151

$2 billion dollar volume on BYD and it dumped lmao

Professional_East281

BYD?

RobinInPH

$BYD is crazy! It's at 14usd rn.

Happy_Discussion_536

>Can someone tell me what the deal is with BYND? Why are they pumping this hard? u/kingyusei Warren Buffett sold Build Your Dreams BYD, and said BYND must be Bust Your Nut Dreams, an even better play. Unfortunately his lieutenants told him they're trying to make a replacement to beef and he got very angry because "I'll buy every god damn steak at Gorat's to protect the pride of Omaha if I have to f*qq*ts!" Then opened a massive short position causing Ackman to cry and buy in.

Happy_Discussion_536

Warren Buffett sold BYD (Build Your Dreams) and said BYND must be Bust Your Nut Dreams, an even better play. Unfortunately his lieutenants told him they're trying to make a replacement to beef and he got very angry because "I'll buy every steak at Gorat's to protect the pride of Omaha if I have to fuckers!" Then opened a massive short position causing Ackman to cry and buy in.

mangofruitdude

All those BYD is over and sell ur shares shit let's me to belive that hedges activated the bots cause they are sweating

TheDipAfterTheDip

Imagine elon making a typing mistake.. tweeting about BYND instead of BYD🤣.. never in history would things go more off the rails!

burner4lyf25

Just tried posting this but auto denied - only just found small street. complete honesty - Hadnt even looked at rules (have now) but Every second counts snd I get carried away in the hype hahaha. “Absolute baby in the game - just remembered Ive got about £100 with equiniti in PRU. Im going to miss the BYD games arent i? Someone please advise on how to whip this out, turn it into something funny and interesting fast and then lose it all as quickly as possible - will post screenshots.”

jgsherm15

BYD to $4.50 before close

Head-Buy738

BYD

Effective_Dog3089

BYD -35% Tmr.

Hack-67

He is actually telling McDonalds to change all their produces to BYD.

Pecncorn1

Not yet but SpaceX and xAI just bought hundreds of musk's cyber trucks with more to come since they are just gathering dust on the lots. He's apparently still gargling someone's balls in the government and the US Airforce is buying a few to use for missile practice. Sales are down 60% in Europe since he went full on with the Nazi shit and got on board with the AFD. BYD is kicking Tesla's ass in the rest of the world too. He's a welfare queen.

Teembeau

"Buying *anything* right now is bonkers. The 3-4% loss from inflation will be a lot less painful to *just* wait for better deals to come. Or you take the shittiest risk/reward in the world, and buy into the MAG7 after an insane run up, with the only product it can show so far is short form video slop, and chatgpt functions that seem to somehow get worse with every new generation." Generally spot on, but I'm going to disagree with that part. Don't buy this AI garbage. But look for bargains. There are all sorts of good investments. I got some Adobe. It's beaten down because of the hype around AI slop. 33% lower than 12 months ago. European budget airlines are cheap. I own some Israeli gas company that pays a nice dividend while it creeps back up. A little BYD. My whole investment strategy is about hype and bullshit. Look at narratives on Reddit, in the news and then examine them seriously. News, even what is classed as "reputable" is all clickbait. Talking up wars, or wonders of tech. The average "Middle East Correspondent" is a guy that arrived a month ago into Tel Aviv and has spent it in the Hilton. He hasn't read geopolitical stuff from Chatham House or RUSI. He's just giving 2 minutes of entertainment. Remember how they were all like "Gaza might escalate into a full war". Yeah, didn't. Was never going to, but you want people to keep watching. Same with people talking about AI like it's Skynet, when spam filtering still needs tweaking and there are hilarious TeslaFSD fuckups. They don't know what Bayesian inference is or a Markov chain. They just turned up to an Elon shindig and regurgitated it. I've been out of the USA for over 18 months except Adobe and UNH.

GarageEven5240

Buffett isn't 100% US and hasn't always been. Berkshire famously bought into the Big 5 Japanese trading houses and increased its position as recently as September. It's also owned Diageo, Aon, BYD, etc.

Maleficent_Throat_36

lol... As I light my cigar with a 100 bitcoin bill... Yeah, so far the fantasy has gone backwards, but those Chinese do things slowly.. and eventually, I think BYD will simply be cheaper than Tesla in the mass marker, and become very popular... I hope anyway as its down 12% thus far for me. Once Trump is out of the white house, BYD may start selling in AMerica. Also, TSLA pretyt much alienated half its customer base, and a lof of them will prefer an alternative. I travelled around SE Asia and BYDs are very popular.. eg in Thailand, I see them on the road a lot. The Europeans like smaller electric cars, and due to Musk's lunacy, will prefer BYD. WHen I was in Denmark recently I noted people with Tesla's had bumper stickers saying "bought this before Musk went crazy" It is literally socially unacceptable to own a TSLA in Europe now.... now, that's some bad marketting.

Suspicious-Block-614

I still fantasize that I will be telling a story in 2035 that I invested $15k in BYD in 2024 and people will be like “holy SHIT that was before they were even selling in America!” and I’ll begin cackling so hard my monocle and top hat fall off.

Maleficent_Throat_36

Biggest to smaller (only those over ten kas have lots of "smaller" stocks too)  NVDA, USD, COPX, BYD, BRKB,  Recent stocks of interest I bought some of are NUKZ and URA (I think they're called). Basically etfs that buy into nuclear fusion, which I think is gonna be massive due to data centres.  I'm also very pleased with my copx etc, it's done so well this year. It seems blindingly obvious to me that copper is gonna be needed to keep all this electrical infrastructure going. 

Much_Candle_942

In Italy, I saw massive proliferation of BYD and MG cars - both electric and diesel. Signs are there 🔮

TadpoleLegitimate732

How about a short squeeze on beyond meat BYD?

Nuggets-de-poulet

Meat up brother BYD out

shadowpawn

I had in UK chance to drive BYD Chinese EV car. Much better quality than Tesla at 33% cheaper. If we didn’t have one of the highest Electricity costs in the Western World Id buy one.

VancouverSky

I mean. If you want president JD Vance, go ahead and let China destroy the American auto industry. Im sure the midwest would be happy to fall on the knife so redittors can get their cheap BYD.

mmta01

[yeah they definitely aren’t the same](https://www.bbc.com/news/articles/ckgk21nng0vo.amp) i’m super sure BYD’s EVs would be welcome in the US market if only they would comply with US regulations… right? …right? don’t be naive and try to mistake geopolitics for some moral purity test, especially in an investing sub where you should know better. every government is in it for themselves.

TheFancyElk

Could that be Tesla, the car brand with 5-star/Top Safety Pick+? IIHS Top safety pick for 7 years in a row? Link us to independent safety test scores for BYD now — take your time

cookingboy

> BYD and Chinese phones all came from Tesla and Apple Sure sure whatever you say lmao.

No_Cow_8702

And majority of opinions on here are wrong. Like people shillin AMD over AVGO for the longest time as if they were the 2nd best in AI (Which is completely false) Or people who shill NIO over BYD Or people who’ve been shilling AMZN for like 3 years, while WMT has had better returns. Difference between here and wsb is that they know their opinions suck, compared to this sub who think they’re the next Druckenmiller.

TheFancyElk

Not commenting one way or another on the overall message or issue. Just chiming in to say on a side note, BYD is trash. Absolute trash. Death traps that don’t meet safety regulation standards in the USA at ALL… and then some.

CleanReplacement1525

Nice red herring. They do far worse than discriminate. They stole all the US technology from companies that moved there. BYD and chinese phones all came from Tesla and Apple. You have no idea how many US businesses they straight up cloned, and put out of business by selling the exact product they stole the IP for. The moment the US pushes back with some protectionism from the insane shit China has pulled for decades, you cry???

No_Cow_8702

Cause people have of alot of BS opinions on here, and some of the best diamonds in the rough don’t get mentioned on here because of people in this sub dont know how to make properly valuate things. I still remember when people were shilling HYLN, and all kinds of EV stocks (they still shill EV’s) Even shilling NIO, when BYD is better. Some of my best ideas that are up 100% have been found off this subreddit. By the time it reaches here, its already to late. But on that note, OP. I highly recommend visiting SubStack (Cluseau Investments, and Citrini research) they do charge but it is well worth it.

cookingboy

And that’s true for most American companies in China too. There are more Starbucks in Shanghai than in NYC at one point. The problem is America now is pretty aggressive at kicking out top Chinese companies that actually offer high end products, from BYD to TikTok to DJI. If China wants to retaliate, they will kick out Tesla, GM, Ford and Apple.

IJustSignedUpToUp

Maybe when BYD is able to sell cars in the US

cookingboy

> in the U.S it’s illegal Show me where such cases were ruled against BYD, DJI or Huawei in the U.S. We still have due process and court of law here right? Or are you arguing that we should ban *all* Chinese companies because *some* of them have committed illegal acts?

cookingboy

Sure sure I’m a shill, just like everyone who challenges your propagandized world view. Tell me which law BYD of DJI broke? Tell me which law TikTok broke? You don’t have any substance to other than ad hominem personal attack or just straight up lying.

imdaviddunn

When BYD, Baidu, and WeChat are available here… You’re welcome.

mrducci

That's not the same thing. You know it's not. But, the opposite side of that is automobiles in the US. The US does not allow BYD or Geely, similar to how certain Toyotas have been restricted, in order to allow American manufacturers to gain or maintain a foothold.

us1549

When the US allows BYD and other car companies without tariffs. Google was already permitted in mainland China but they refused to follow local laws. If a company wanted to operate in the United States and refuse to follow our laws, we wouldn't like that very much would we?

80sCocktail

BYD to build manufacturing plant in Spain. THESE ARE ONLY ASSEMBLY PLANTS. supply chain stays in China. EU auto is fawked.

mitolit

You know what company I see everywhere outside of the USA that I travel? BYD. I see far more BYD out there than Tesla, especially in poorer countries like the Philippines. Tesla is overpriced junk.

StrategicPotato

Oof yea that's a tough one. If it's not a *ton* of cash/percentage of your portfolio and you for whatever reason have faith in it long term, averaging down a little and holding for a few years is not the *worst* strategy in the world because Lucid and Rivian are still decently large/established players with potential in a field that doesn't have that much competition. The main issue though is that the main EV winner is not going to be them or even Tesla - it's probably going to be BYD. The outlook on Lucid is beak if the larger manufacturers get it together and come over to take their lunch money. If it is a lot of capital to still salvage even after an 80% loss then yea, it's been too long and you should just cut your losses.

miata_only

$TSLA will be at interstellar💫 levels by the end of October. 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 Edmonton factory🏭 cranking out Cybertrucks faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO rumor has it battery day 🔋 in November 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 👨‍🍳📚).

Mr-Lungu

You know, the problem with the TACO trade is that it’s like when they fix boxing matches. Sometimes the word gets out that the match is fixed and then they throw it the other way and quadruple their money. One day,Trump is not gonna TACO and everyone will be left with their pants around their ankles. Having said that, technology stocks are super frothy at the moment. I reckon you’d do well with any one of the AI or battery plays. If you want to go outside the USA, BYD is a nice one.

Ceyenne18

BYD

gethereddout

Xiaomi, BYD, Baidu

atan030

That's funny because Tesla doesn't even manufacture its own EV batteries but buys from Chinese battery makers CATL and BYD.

EmmaGregor

That's true and not true. I agree with you that China can survive anything the US can possibly throw at them. We are not talking about an existential situation. However, China has a huge problem with deflationary pressure. International trade has been the main outlet for this problem. So, if tariff conflicts across the world intensify China's companies will struggle to find buyers for their products, forcing them to give discounts to Chinese consumers, shrinking margins quickly. So, while this situation is not existential for China as a whole, it can become existential for Chinese companies, especially those that try to win with quantity. Like BYD for instance. Which is why BYD is so aggressive with its expansion globally.

ChollyWheels

BYD is unique among ALL EV manufacturers in that it is the most vertically integrated - makes its own batteries (AND sells them to others) and makes its own car-specific semiconductors. As long as they are competitive in those areas, they have a terrific cost advantage. If someone comes up with a much better battery, it's a disadvantage. I am long on BYD, but as others have pointed out here, BYD is playing the long game, and hopeful investors need to keep their hopes long term too.

Vilan-Kaos

Buy BYD and then get the rare earth out of them. T'is the play.

gethereddout

Personally I’m in Xiaomi, Alibaba, BYD, Baidu, Tencent, MCHI, stuff like that. I got wrecked today but long term I just feel like the Chinese companies are gonna be more competitive globally than they’ve currently priced

chucka_nc

China can take the pain. They inflicted zero-covid on themselves. Plus, the rest of the world is opening up to them. It truly is our loss that we can’t by a BYD in the U.S.

AccomplishedClub6

BYD did a 6 for 1 stock split in July. It's still near all time highs.

TheBeestWithEase

It depends how you define EV. If you include plug-ins, they’re getting trounced by BYD. If you mean purely battery-electric, they are barely beating out BYD by about 25,000 units.

sirzoop

Tesla recently surpassed Mercedes for auto sales...... BYD is up 2000%+ YoY.......... It's not looking good for German cars anymore

Dachshand

BYD doesn’t even play a considerable role in Germany yet.

Dachshand

Not true. Tesla is getting far outsold in Europe and Germany and BYD doesn’t play a considerable role yet!

Present-Message-3944

Farley’s finally saying what the market’s been hinting at — affordability matters more than specs right now. If Ford really hits that $30k EV mark, it could shift the balance against BYD and even Tesla. There’s a good breakdown on EV market trends over at Berawang News.

WalrusKey9386

There is no reason to invest in car companies, if you’re wanting long term growth or profits. Berkshire invested (and now divested) in BYD. If they weren’t in it for the long run, we shouldn’t be as well.

Fuck_the_Deplorables

Cut your losses of course. I’d sell and reallocate to BYD (BYDDY). I predict that within a decade the legacy US automakers will be on the verge of bankruptcy and will be getting acquired by foreign auto companies due to how far behind the curve we will fall technologically. We’ll be leaning heavily on gas engines while the rest of the world has gone almost entirely electric.

MarioMartinsen

In your dreams.. There was Japanese, then s. Korea. Now China. You can't win in Europe. Especially with BYD bs

Wild_Alternative3563

> But Tesla’s valuation isn’t about how many cars it sells today, it’s about the potential of the ecosystem it’s building. I am aware: > > The others have some real operations going for them. If AI/Cloud slows down MS still has their OS and Office, Amazon still has server space and a store, Google and Meta still have their ads, and Apple still has their hardware. Your reasoning as to why Tesla is a good company is something I am pointing out as to why they are not. They are way too old to be a start up. Their manufacturing isn't as good as traditional cars and they are closing the gap on their electric offerings. Everyone else still has a product to keep them on top. Tesla hardly makes cars and with out the future hype they are not that much better than BYD or traditional manufacturers that offer electric. Take for example; Apple has put a lot of work into their ARM stuff. MS has not and it shows that MS is still on the prototype stage. Could MS be better than a macbook in the future as they push updates? Maybe, but what matters is how hardware is today and their willingness to push through. Tesla has been stuck on FSD being beta. Waymo seemingly already has one. In a sense they are like MS with ARM. They keep making claims about what they could do, but the delivery is still in "its a start up so there are some edges that need to be polished". Everyone else has something in production. Which my point is that everyone else has a real business to fall back on. MS could cut their windows on ARM and still be a solid company. Tesla cutting their FSD means they have no real product to sell out side of the brand name. Here is some homework for you; when did Elon first say FSD would be ready? Would you put up with that if you bought bespoke hardware that will be better at some point in the future? Pay a premium when you could just have a comparable competitor at a lower price with the same features minus the promise that it will get fixed in the future?

sirzoop

No they got destroyed by BYD and TSLA. Mercedes and BMW were recently overtaken by them

sirzoop

Probably because BYD is taking all the market share in Germany

Electrical-Order1317

Yep I bought Nestle, KVUE (after Trump shot off his mouth about Tylenol lol) and some other beaten down stocks because these will keep giving me dividends and will last during a recession. Certain things like UNH are undervalued and PFE and NVO. The only stock of mine that I wish would take off his BYDDY (BYD) it still has time and it has taken over Tesla in sales in Europe. Eventually they WILL be sold here just not in this administration

Electrical-Order1317

I’m STILL waiting for BYDDY (BYD) to take off…I feel this stock has some runway. Hell it just took over the Tesla top sales in Germany and UK but IDK

Acrobatic-Nose-1773

If you didn't like that one, you'll definitely won't want this one. BUT! It's cheaper because it does even less. You can't afford eggs anyway so maybe your better off with a BYD.

Clumsy_Eagle

Same country yes, but in relations to stocks quite different. I can buy H shares easily in US as ADR for quite a few symbols like BYD and Xiaomi from HK exchange and others in H as OTC, but not possible for A or B shares.

Nicky_Feathers

You might need to pay a bit more attention to what’s happening at the global stage in autonomous driving. Tesla remains at Level 2 worldwide, with supervised driver assistance as its commercial offering, despite running pilot programs and limited robotaxi demonstrations. Yet, several Chinese car manufacturers have received regulatory clearance or licenses for L3 (NIO, BYD, GAC). That might sound like a small step, but it has drastic consequences for car manufacturers in terms of liability and system failure. So the general world of autonomous driving is rapidly changing. While many are focused on the technology stack, which is of course fundamental part, few people are looking at the regulatory environment that drastically changes moving up the autonomous ladder. China is way ahead of its US competitors when it comes down to regulatory footprint and safety. Such is very clear when it comes down to their Robotaxi business. Baidu’s Apollo Go is leap frogging Waymo as the leader (they already can claim cost leadership, soon (if not already) they can also surpass them on the autonomous mileage ladder). WeRide is the clear regulatory leader worldwide, having locked in Middle East (robotaxi front runner), South East Asia (Singapore first mover) and securing footprint in several European countries. Pony is still small in fleet, but high in ambition. Their story seems to suggest they’re scaling fast. While I’m not seeing proof in revenue, they’re claiming to reach unit profitability by early 2026. They claim to move to remote assistance ratio’s of 1:30 in the not too distant future, while most of the market is at around 1:10. China is rolling out abroad fast.

OneRobotBoii

How are you down on BYD too? Bro out here quantum trading

RobbieNorfolk

BYD might sell more cars. But Tesla’s valuation isn’t about how many cars it sells today, it’s about the potential of the ecosystem it’s building. Its market cap is a reflection of its positioning in the next wave of energy, automation, robotics, space and AI.

ArcticRiot

BYD

jmcdono362

I recently rode in a BYD Seal taxi in Thailand. It's a major competitor to Tesla Model 3 and it was a whole level above in terms of interior materials and quality. Super soft leather like seats. It was also dead quiet, no rattles, and had both a beautiful center screen and dash cluster, unlike Tesla. The competition has indeed caught up.

Wild_Alternative3563

And that justifies a market cap of all car makers together? Mercedes is not even in the top 10 producers of cars. You know who beats Mercedes and Tesla by extension? BYD. Tesla is running on hype. If that runs out they don't even have that good of a business to fall back on. See my examples of how MS or Apple without AI still has a company that sells things.

crazier_ed

I believe BYD can hit that price. Not everybody can tho...

lolwut778

I was in China back in March and visited a BYD showroom. $25k USD will get you a fully loaded mid-end model BYD (Qin) with enough bells and whistles to match most luxury class sedans, not an entry level compact EV.

I-IV-I64-V-I

BYD cars are pretty nice, even their lower quality models

uncivilized_lord

I’ve experienced a lot of BYD, Xpeng cars and Tesla cars. Tesla EV cars feel like an economy car packaged and sold like a premium sedan. The point is - Tesla cars are quite bad compared to the competition. Grok is just another ai in the race, and now has dropped any pretense of providing anything factual which might contradict the narrative Musk wants. Point is - Tesla products do not have much to offer. Tesla’s stock has stayed up because of the cult that Elon musk has created around himself

According_Bowler_718

BYD

Readonly00

Literally everything I put my money in from recommendations on Reddit goes up except for BYD

Wild_Alternative3563

>I’d trim Tesla first. It’s a great company How is it a good company? I'm aware that their stock keeps doing well, but its clearly among the worst car companies and the tech gap they had with others is closing. Besides the cult of personality and government protection that keeps BYD out; what do they have going for them? The others have some real operations going for them. If AI/Cloud slows down MS still has their OS and Office, Amazon still has server space and a store, Google and Meta still have their ads, and Apple still has their hardware. I'm not against going r/wallstreetbets and trying to yolo some Tesla. Many have and have come out ahead handsomely, but that is different from being a great company.

kadam_ss

BYD is the next VW. They will decimate western car companies’ global market share. Western auto makers will only retain their domestic markets, that too thanks to band and tariffs.

Xenumbra

British people find Americanisation in our politics pretty cringe. Musk has virtually no cultural impact here. If Tesla were to release a cheap city car loads would buy it. BYD cars are cheaper.

Antique-Resort6160

This is mostly due to BYD and VW beating everyone with more affordable electric cars. BYD has cut already low prices to the point of dumping products, their entry level car is only $7,000. Pobably much higher in Germany but still a steal.   What's the point of buying a Tesla if you can get comparable quality and range for far lower prices from other manufacturers?

Glad-Lynx-5007

Europe and other parts of the world stopped buying Tesla. Companies like BYD have gone way past it now and legacy car makers are already at Tesla level or better. The charging infrastructure and batteries are nowhere near enough to keep the company as inflated as it is - and it is ridiculously inflated. The rest of the stuff like self driving or robots are ether crap or a massive smokescreen. It will burst and it will burst massively.