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Boyd Gaming Corporation

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Reddit Posts

r/wallstreetbetsSee Post

What's the deal with BYD (BYDDY)?

r/wallstreetbetsSee Post

BYD Cucking Tesla?

r/wallstreetbetsSee Post

Can someone explain $BYDDY

r/StockMarketSee Post

Tesla Thesis, price targets & 50k swing options trade

r/stocksSee Post

Tesla Thesis, price targets & 50k swing options trade

r/optionsSee Post

5x bagger. Missted a 7x bag. Is this the way of r/options or should I save this from wallstreetbets?

r/investingSee Post

Tesla Main EV's Rivalry and Competitor

r/wallstreetbetsSee Post

Why I'm getting Tesla Puts, A Deep Dive into Earnings (A Must Read)

r/wallstreetbetsSee Post

A Deep Dive into Tesla's Earnings (A Must Read)

r/investingSee Post

Is China set for "finally" bottom and an epic rally?

r/stocksSee Post

A Lamborghini-Style EV: BYD Goes Upmarket to Outmaneuver Tesla

r/wallstreetbetsSee Post

NIO - All time low - Time to jump in balls deep ?

r/investingSee Post

Lithium and battery based stocks

r/investingSee Post

Apple and Tesla may no longer be ‘safe investments’ as China’s troubles grow

r/wallstreetbetsSee Post

Chinese electric vehicle company BYD in talks for potential acquisition of lithium producer in Brazil -Sigma Lithium, for a supply agreement

r/stocksSee Post

Want to invest in BYD through and ADR, but hear investing in the Chinese Market is risky?

r/wallstreetbetsSee Post

Calls on BYD

r/wallstreetbetsSee Post

BYD..Teslas Biggest Competiton?

r/wallstreetbetsSee Post

BYD is the Alibaba of cars and it will have a similar faith

r/stocksSee Post

Elon Vs. The Chinese EV makers

r/stocksSee Post

Why Hershey’s Candy Empire is set to Flounder

r/stocksSee Post

NIO DD - Bullish

r/wallstreetbetsSee Post

NIO DD - Bullish

r/wallstreetbetsSee Post

NIO DD - Bullish

r/stocksSee Post

BYD Overtakes Tesla as World’s Most Popular EV Maker. Why is BYD's stock trading so low?

r/stocksSee Post

Differences between 4 Versions of BYD stock

r/stocksSee Post

BYD Overtakes Tesla as World’s Most Popular EV Maker. Why is BYD's stock trading so low?

r/wallstreetbetsSee Post

Chinese EVs in American market

r/investingSee Post

VinFast: from +320% to -86% in 2 months. What can we learn?

r/wallstreetbetsSee Post

$TSLA Daily News Summary

r/stocksSee Post

$TSLA Daily News Summary

r/StockMarketSee Post

BYD electric pickup truck patent leaked, revealing new EV expected by the end of 2023

r/stocksSee Post

Premarket Moves: Tesla Dips on Deliveries, Disney Gains as Peltz Seeks Change

r/StockMarketSee Post

BYD, derided by Elon Musk, gives Tesla a run for its money

r/stocksSee Post

Rivian Down 9% as EV Maker Announces $1.5B Convertible Bond Sale

r/stocksSee Post

Are GM , Ford kinda Nokia / Blockbuster of Auto industries?

r/wallstreetbetsSee Post

BYD - thoughts and mockery please

r/pennystocksSee Post

$XPEV Ready to Explode after New Didi Partnership

r/investingSee Post

VinFast is now worth $190B, making it the 3rd most valuable automaker in the world

r/stocksSee Post

EV maker BYD buys Jabil's China manufacturing business for $2.2 billion

r/stocksSee Post

EV stocks for long-term investments

r/wallstreetbetsSee Post

How is Vinfast generating this much Market cap? It's unreal

r/stocksSee Post

Tesla Drops 3% After Price Cuts Announced in China

r/wallstreetbetsSee Post

Tesla price cut comes as BYD calls for global EV domination

r/stocksSee Post

BYD stock - pro's and con's?

r/wallstreetbetsSee Post

BYD - buy?

r/wallstreetbetsSee Post

Tesla's China-made EV sales slide in July from June as BYD stretches lead

r/wallstreetbetsSee Post

Check out this battery pack teardown comparison of TSLA and BYD - One more reason to be a $TSLA Bull

r/wallstreetbetsSee Post

Tesla vs BYD battery pack comparison - just one more reason to be a $TSLA bull

r/WallStreetbetsELITESee Post

Seen an article talking about the electric boat space, anyone have some insights?

r/wallstreetbetsSee Post

China's Xpeng sees sales turnaround in second half with new EV mode

r/StockMarketSee Post

What happened to $TSLA this week?

r/stocksSee Post

What happened to $TSLA this week?

r/wallstreetbetsSee Post

Shook my eighth ball, telepathically has indicated to me NIO will be out of business soon.

r/stocksSee Post

Tesla keeps tweaking prices. Elon Musk has reasons

r/StockMarketSee Post

Tesla ($TSLA) vs.Boyd Gaming Corporation ($BYD) 2023: EV rivals are frenemies now; $TSLA stock halts slide as BYD nears buy point

r/stocksSee Post

Tesla. Is it a good investment now?

r/StockMarketSee Post

Tesla ($TSLA) stock vs. BYD ($BYDDY) stock: Tesla tries to halt the slide; China's EV Giant Races Into the Buy Area

r/StockMarketSee Post

BYD stock up after earnings. Tesla EV price war is hurting it more than its rivals.

r/investingSee Post

What are the most undervalued commodities in 2023?

r/wallstreetbetsSee Post

Tesla margins in focus as EV price war kicks into high gear

r/StockMarketSee Post

Tesla’s shares are up over 70% this year. One market pro is bullish — but another isn’t convinced

r/wallstreetbetsSee Post

Tesla’s shares are up over 70% this year. One market pro is bullish — but another isn’t convinced

r/StockMarketSee Post

Alibaba hands parched dealmakers a glass half-full

r/stocksSee Post

European shares of Deutsche Bank extended its share price decline to 10%; Deutsche Bank's U.S. shares fell more than 6% in the pre-market.

r/wallstreetbetsSee Post

Will Tesla go up again (II): Tesla's competitive advantage

r/StockMarketSee Post

Will Tesla go up (a): a comprehensive understanding of Tesla

r/StockMarketSee Post

The Treasury Department says. Did we offend you?

r/StockMarketSee Post

Stock Market Today (as of Mar 15, 2023)

r/SPACsSee Post

A Deep Dive into Fisker Inc (FSR)

r/StockMarketSee Post

The 10 longest-held stocks in Berkshire Hathaway's portfolio

r/wallstreetbetsSee Post

China EV demand surged… NIO, XPEV and Tesla

r/stocksSee Post

Even the best investors in the world make mistakes, Charles Munger " investment in Alibaba was one of the worst mistakes I ever made.”

r/wallstreetbetsSee Post

BYD is CRUSHING Tesla in China

r/WallstreetbetsnewSee Post

Berkshire Hathaway's Remaining Stake in Chinese EV Maker BYD Worth $3.9 Billion Despite Sell-Offs

r/wallstreetbetsSee Post

Berkshire Hathaway's Remaining Stake in Chinese EV Maker BYD Worth $3.9 Billion Despite Sell-Offs

r/StockMarketSee Post

Charlie Munger says BYD is so far ahead of Tesla in China ‘it’s almost ridiculous’

r/stocksSee Post

Charlie Munger says BYD is so far ahead of Tesla in China it’s almost ridiculous

r/wallstreetbetsSee Post

Tesla Model Y (its most popular model in China) is getting absolutely hammered by BYD.

r/StockMarketSee Post

FYI, Berkshire Hathaway sold more shares of BYD - HKEX filing

r/investingSee Post

why haven't "ted and todd" and Charlie munger bought Tesla and is this a red flag for any investors?

r/wallstreetbetsSee Post

Good article why Tesla, Xpev, BYD, NiO, Li will fly

r/stocksSee Post

RIVIAN vs Chinese EV Stocks ?

r/WallStreetbetsELITESee Post

BYD Company sales slump 36% in January due to Chinese New Year (OTCMKTS:BYDDF)

r/wallstreetbetsSee Post

Warren Buffett Backed Chinese EV Player BYD Sees Strong Jump In 2022 Profits

r/wallstreetbetsSee Post

BYD and Tesla Top. XPENG just sold 1200 vehicle in two weeks.. in last two

r/StockMarketSee Post

Tesla gross margin, better than expected, is the key driver of Tesla's current +75% rally in the first 3 weeks of 2023

r/stocksSee Post

Thoughts on Microvast, Potential US Domestic Battery Manufacturing leader

r/wallstreetbetsSee Post

US, Japan and Netherland - Reached deal not to export CHIP to CHINA. What will be impact on TESLA, XPEV, LI, NIO, BYD & other car companies

r/wallstreetbetsSee Post

US, Japan and Netherland - Reached deal not to supply CHIP to CHINA. What will be impact on XPEV, LI, NIO, BYD and TESLA (in China)

r/wallstreetbetsSee Post

Tesla / BYD/ NIO/ XPENG/LI - People are losing jobs, recession predicted by Musk, Things are slow

r/wallstreetbetsSee Post

Tesla/Enphase Etc: Diamonds in plain site

r/stocksSee Post

Tesla cuts prices in U.S., Germany in pivot to drive sales

r/StockMarketSee Post

BYD Stock Recovers After Warren Buffett Cuts Stake Again

r/stocksSee Post

Tesla cuts prices in China, other Asian markets as sales falter

r/investingSee Post

Tesla Sales in China Slump as Competition Intensifies. China accounts for roughly 40 percent of Tesla’s sales but homegrown Chinese automaker BYD is gaining on its American competition.

r/StockMarketSee Post

Tesla Stock Vs. BYD Stock: Tesla Concerns Grow As BYD Unveils Super-Premium Brand, Models

r/WallStreetbetsELITESee Post

BYD Overcomes Tesla to Become World's Largest EV Maker

r/wallstreetbetsSee Post

Tesla Forward PE in 20's.

Mentions

I think the problem here is promise vs deliverance over time. I think we can all agree that Tesla was the catalyst of the EV revolution and we can't take that away from Tesla no matter what we say. Anyone who combats that doesn't have facts and doesn't realize the first mover advantage that generated . Unfortunately the advantage of first mover has worn off, it's been 8+ years. The BYD Seagull gets 240 miles of range and costs 8K, even with a 100% tariff it's still cheaper then a model 3 base. I'd say Tesla has actually fallen behind to a cheaper car This is where promise vs deliverance comes into play because now we have to talk outlook. Historically the data would support Elon hypes and doesn't deliver for a long time on his promises and when they do it is generally a QC/QA nightmare and 80% of what was originally promised. I think in a vacuum automation, self driving, robo taxis, AI etc all sound great, but I think it's unreasonable to believe Tesla has some sort of inherent advantages in these or can somehow revolutionize these areas. Let's start with self driving, Tesla is actually on level 2+ autonomous driving whereas Mercedes is the first to reach level 3 on the road. What's Tesla's advantage? They were supposedly the leader in this but got passed up by a OEM in a shorter time frame. Am I supposed to believe they've been holding back or is it more reasonable to believe musk promised beyond their capabilities Robo taxis, actually you can get a robo taxi from waymo in Santa Monica and GM in parts of Arizona. This would indicate to me they're ahead in that space, where is Tesla's advantage when they're not a leader in the area? Automation, not exactly new frankly, it's every day life in factories - hell Amazon packaging warehouses have some of the most insane automation you will ever see. If we're talking specifically hominoid robots then Boston scientific is the leader here and actually has units in service. I fail to see Tesla's advantage here when they're still trying to train their robots to fold clothes AI - I'm sorry Chatgpt is the leader here and I don't see that changing with Microsoft propelling them and companies starting to adopt and pay for copilot(Chatgpt derived). Tesla is literally starting from ground zero on this against many of these larger companies. Also musk already has xAI, conflict there To add the cherry on top I'm now supposed to believe Tesla will dominate in all these categories and still make a cheaper car..... I give credit where credit is due but let's talk reality here, Tesla cannot be a cure all for every hot tech topic - and Elon has never delivered in time - that inherently means whatever of the above he promised today is still years upon years out till a product when other companies already have products today

Mentions:#EV#BYD#GM

Tesla over promises and under delivers constantly. Forget the AI play for a moment, I'm sick and tired of every CEO, their mother, brother, and third cousin pretending they are the real source of the AI revolution. Tesla is the same play it's always been. They MUST deliver on their cheaper car on schedule. They're getting crushed by BYD in China, and in the US they are being matched by competitors left and right. The problem is Tesla has never, NEVER released a new car on schedule. That track record needs to end now with this new 25k car, or they are going to start falling behind. As for robotaxis, again it's been promised for so long and not delivered I'll believe it when I see it. You don't just roll out robotaxis without having FSD perfected, and I haven't seen any evidence they have achieved that yet. Sure they can do an announcement, but announcements are worthless without the product. Tesla needs to shut up and deliver.

Mentions:#BYD#FSD

Buffett trimmed stake in BYD to 6.9% Bet he also likes Musks models S, 3, and X

Mentions:#BYD

BYD and Wise

Mentions:#BYD

I wouldn’t. Look at the stock after Elon won the shareholder vote. People cashed in for the expected pump, then the price immediately crashed back to pre vote numbers. That should tell you everything you need to know. The simple reality is that short term, they have nothing on the horizon that will actually increase revenue. Cybertruck has failed and they’re desperately pivoting to retool the line, but the pre order demand has vanished, and most vehicles are sitting in lots. Their original plan to turn Model 3’s into Robotaxis has been shuttered because vision only tech failed to deliver, meaning more unsold inventory aging to a cooling EV market. Newly designed Robotaxis are at least 5-10 years from being profitable, and that’s with a massive number of competitors that are already ahead on the market. Google Waymo, Amazon Zoox, GM’s Cruise are all operational already. Tesla’s saving grace, China, is also ahead with Baidu and BYD self driving cars that are, again, fully operational. Model 2 hasn’t even been announced yet and it’s already been put on the back burner. Superchargers is being put on the back burner and isn’t highly profitable. SolarCity has also proven to be a dud. To stay relevant, Elon will focus on talking about AI and Optimus to revitalize investor interest, but people really aren’t as easily fooled by his timelines anymore. The fact that they don’t even have the space to house AI servers show that they don’t actually have products in the back end. I suspect that prices will continue to drop, see a stall boost around the August robotaxi reveal, then plummet when institutions cash out on retail interest, leaving a lot of bagholders.

Mentions:#EV#GM#BYD

Yeah, okay genius. They said the same thing about Tesla and next thing you know, BYD is 1,000x better. NVDA is using AI? So is everyone else. Lastly, they don't manufacture their own chips.

Mentions:#BYD#NVDA

Surpass Tesla on what? BYD makes no profits on their BEVs and they’ve already saturated their segments.

Mentions:#BYD

Im in New Zealand and I see a lot of BYD daily on the street. Will say 5% of EVs are BYD in Auckland

Mentions:#BYD

If you look at BYD for example, you would find out they price their models much more in Europe compared to China and somehow still undercut the European competition. They're also in the process of getting a plant built in Hungary, sidestepping tariffs. The real risk though is that these European automakers are heavily reliant on exports, and geopolitical risk and increasing competition from Chinese automakers makes those export markets less reliable. Europe also has a growth issue that cannot be ignored. For the luxury part. There is truth that luxury brands are immune to tariffs. However, there are tiers of automakers, and the German big 3 of BMW, Audi, and Mercedes are like a step or two below actual luxury vehicles like Bentleys, Ferraris, rolls Royce, etc.. Those brands are expensive but still reasonably attainable, and history has shown from the introduction of Lexus and Genesis that those customers can be swayed and won and that pricing does impact their sales.

Mentions:#BYD

BYD and NIO does not currently have a major share in EU right now.

Mentions:#BYD#NIO#EU

He may step down if he sees no light at the end of the tunnel. EVs are reaching market saturation. Likewise with BYD, no way Tesla sells cars in 2nd and 3rd world markets. God forbid they come to the US. Our only hope is that he gets automation going, then TSLA may go 10x. They could sell the AI code. Possible. We'll see what happens in August-September.

Mentions:#BYD#TSLA

I think it's oversold. They have 100 million in cash, they have filed to sell $300 million in shares and securities, which will give them $400 million in cash to reinvest into the company. Market cap will atleast 3x from here on with cash in hand. Not to mention BYD is ready to splash over $14 billion on self driving tech, with whom HOLO has a partnership with.

Mentions:#BYD#HOLO

Just anecdotally, BYD are huge in South America and are growing rapidly. Their cars are seen as good-quality and cost-effective, and usually offered at more reasonable price points than a Tesla, which is seen as high-end luxury there.

Mentions:#BYD

You can check total sales... BYD doesn't really exist outside of China, and after their big year sales dropped by over 40% so yeah.

Mentions:#BYD

There's data out there, you don't have to guess if electric is plateauing. (it's not).  tm is doing fine in the near term, but autos are crappy low margin business to be in. Protectionism will slow down the carnage, but cheap Chinese electrics will win the world market. BYD Seagull costs 10k. 

Mentions:#BYD

If you see the accomplishment done by BYD , this 50 billion loss to elon will kill tesla lol. 50B could have helped tesla catch up to BYD. Now tesla will stay stagnant for 10-20 years by then the world will be running on BYD cars. Tesla is lucky right now that baby daddy USA is helping them with tariffs. Elon needs this 50b because he lost most of his money buying Twitter. Americans can't afford 30-50k cars anymore which is tesla audience.

Mentions:#BYD

I should have explained it more because you misinterpret my comment. Also, I sincerely hope you don’t go about life trying your best to insult people. Taking that path will only lead to more negativity. Let me try again; In my opinion it makes sense to put in tariffs if that means that production will move from China to the EU. Otherwise it’s just protecting the EU EV market which isn’t competitive for many reasons. The latter will probably lead to more expenses for costumers and less EV’s on the road. IF the tariffs are too high it could lead to moving production to the EU. If the production stays in China then the competitiveness of BYD in my example will go down or disappear.

Mentions:#EU#EV#BYD

Tesla model S is 45000-5000 euros in Europe. For that price I get a BMW i4 or anything in that range. BYD offer care as cheap as 20000 euro which is half price or what Tesla does Tesla had EPS of 4,31 in FY23, lower than BYD. BYD had income growth in March 2024 of 71% Then go on and watch reviews on what happens to teslas in cold weathers. Or the sensor systems of the cyber truck, amongst other issues. But yeh ‘leave reddit.’ Well based argument ✌️

Mentions:#BYD

Furthermore, last year, Tesla only spend 1.2 billion on RnD - compared to VW, which spends a couple of billions on it. They don’t have any new cars in the pipeline for the next few years while BYD comes out with 20 or so new models a year.

Mentions:#BYD

History tends to repeat itself! BYD partnership will bring record breaking revenues! Let’s see!💥💥💥

Mentions:#BYD

China doesn't make better EVs, German EVs are "better" at x3 the price. Their sales keep growing pretty much everywhere, last quarter BYD reported their sales were down like 40% lol. "Sentiment" isn't changing, you gotta leave reddit.

Mentions:#BYD

Well, that and Obama giving them money on the brink of bankruptcy. Also he lied for those loans but it doesn't matter in America if you make ppl money. It's when he starts to lose money that the knives will come out, and just because he has had a hot streak so far, doesn't mean it doesn't stop some point. Tesla is a car company, not a robotics company, not an AI company, not even a battery company. BYD can be that, but not Tesla under Musk.

Mentions:#BYD

Stupid Musk fanboys passed this deal, despite the fact that Tesla are getting destroyed by BYD.

Mentions:#BYD

Believe it or not. Most people DGAF about politics, Twitter, etc etc. I’m sorry, but Reddit doesn’t even a little bit represent the broader population. In reality, no one cares. All they want the best EV with the best network, for the best price. Thats why Tesla has the best selling car, why their market share is up 2 points YOY, and why they still have over 50% of the EV market - despite competition from every brand, and Tesla not even updating their lineup in 5 yrs. And other than maybe BYD (which can’t even sell in most countries) Tesla still has no real competition. Would I prefer he stayed off Twitter? Definitely. But that kinda stuff comes with the territory. It is what it is.

Mentions:#EV#BYD

Where is Warren Buffett in all this? What is he even doing? He talks all the time about moat but Nvidia has the greatest MOATs of his lifetime and he just gonna ignore it? Oh its out of area of expertise? Apple isn't? He went out of his way and invested in TSM just to sell it afterward because of geopolitics.. He goes and invest in BYD, Korea and Japan.. But he lift his noise on NVDA? I genuinely dont understand him and if I was him, all that money sitting around he has he should dump it down in NVDA and become the richest man in the universe.

Mentions:#TSM#BYD#NVDA

Especially when NEO and BYD our position to eviscerate Tesla.. without the sanctions they would already be toast

Mentions:#NEO#BYD

And also gave an all time return of 15,000%. If you think Elon’s antics costed the shareholders 60% from its peak, then please explain how Rivian, Lucid, and most Chinese EV makers like NIO, Li auto, XPeng are down 70-90% from their peaks. Even BYD is 30% down from the peak

Mentions:#EV#NIO#BYD

VW  pays okayish dividend for now, that's it. BYD will eat their ass up if they don't get serious about NEV's. One may like or dislike eletric vehicles, but its supply chain is where the money lies, not only for personal mobility.

Mentions:#BYD

That decision really fucked my VW stock in the butt while BYD soars. That’s telling everything we need to know I guess.

Mentions:#BYD

How so? He's funneling money out to patch up his Twitter gap, using his options to a company he made private doesn't seem fare to the investors. Tesla sales and production has slumped. With BYD on the rise he's in trouble without a game plan.

Mentions:#BYD

When did he say they were a beacon of fairness? he said Tesla is lucky that America is hitting them with massive tarrifs, which is true. If BYD or other Chinese companies had a leg in the US market Tesla would be left behind even more.

Mentions:#BYD

$TSLA will be at interstellar💫 levels by EOY. Melon🍉 is just playing his 420D chess♟ and everyone that's bearish is stuck in their plain old X, Y, and Z axes. We're about to see Giga Berlin cranking out Cybertrucks faster than a falcon Heavy could launch your mom into geosynchronous orbit🚀🚀. ALSO rumor has it battery day 4.1🔋 is going to unveil a new LiPo powered plaid dildo that charges in 69 seconds AND comes with FSDildoing. PLUS unlike BYD(eez nuts) 🥜Enron Muskrat knows how to run a capitalist business (aka cook the books 👨‍🍳📚).

Also, eventually the BYD Dolphin is going to come to American markets. Even with a huge tariff it'll still likely be cheaper than a Tesla and take a big bite out of the EV market

Mentions:#BYD#EV

Other companies like Hyundai/Kia and even BYD eating TSLA’s lunch, Elon alienating more people constantly, tantrums pissing off shareholders, Cybertruck launch debacle, Elon definitely deserves this huge package for a company that is doing so bad. What’s their glut of Tesla cars now? Soon Hertz gonna sell em for $10k

Mentions:#BYD#TSLA

Look, guys, I think the real question for many invested in Euro auto stocks (BMWYY, MBGYY etc) now is this; how bad will the Chinese retaliation be to all of this if the legislation goes ahead to be enacted? After the announcement yesterday, most of the EU states such as Italy were cheering this on, partly because of Giorgia Meloni’s stance towards communism and China and also because of the fact that Italian auto really doesn’t have much of a stake in the Chinese market, so Fiat doesn’t see much to lose in this case, but more to gain with their electric 500, Ducato and Doblo series, all made in Europe. However, what you notice is that German automakers and Chancellor Sholtz have been far less optimistic about what’s about to happen. The reason here is simple, in 2022, BMW group sold 820,000+ vehicles in China, in raw numbers, that’s the second largest market for BMW after their domestic market. For Mercedes Benz, that number came in at 737,000+ vehicles sold the same year, which in raw numbers is actually higher than what they sold in Germany that year. Already, German auto makers in China have come under considerable market pressure because of Chinese domestic vehicle price points from BYD, SAIC, Xpeng to name a few. For example, it has been reported that for the new BMW i3, Chinese dealers were offering customers more than half price off retail if they paid in cash, offering the car at 120,000 to 180,000 RMB (US$16,547 to $24,821) to interested parties. So already, BMW and German auto in China is already operating on less-than-ideal margins due to pressures within the Chinese market, and now with the EU attempting to deal a death blow to Chinese auto being sold in Europe, it is unlikely that China will take this blow lying down. China knows that at this point, Germany is their best lobbyist for their financial interest in Europe, because quite frankly, they have too much to lose from a retaliatory attack. And what German auto has to lose in China extends far beyond just car sales. No, for any foreign automaker to sell their cars in China, they have to enter joint venture partnership with a local Chinese company. In BMW’s case, this partner is Brilliance auto, and in Mercedes case, it is BAIC motor. What is at stake now is German auto losing a lot of manufacturing assets in the country if things hit the fan, given the Chinese government’s tendency to forcefully ‘requisition’ things belonging to foreign companies in times of political tension. Sources: https://www.statista.com/statistics/267252/key-automobile-markets-of-bmw-group/#:~:text=Chinese%20customers%20bought%20almost%20826%2C300,up%20by%20motorists%20in%20Germany.&text=BMW%20sales%20in%20the%20United,overall%20greater%20than%20in%202020. https://www.reuters.com/business/autos-transportation/mercedes-benz-shows-off-electric-line-up-beijing-autoshow-not-giving-up-2024-04-25/#:~:text=Pointing%20to%20Mercedes's%20sales%20in,its%20%22most%20significant%20market%22. https://cnevpost.com/2023/03/09/bmw-dealers-offer-discounts-of-up-to-usd-14360-for-i3/

Yes Musk is keeping the bubble alive and it might even become a self fulfilling prophecy but considering new Companys like BYD,Musk current focus on twitter instead of tesla and this 50billion dollar pay check isn't looking good.Just because many people got rich by this bubble doesn't mean other people can't lose their money.

Mentions:#BYD

Just my $.02, Musk has been a drag on Tesla. In the short term yeh he gives investors a lot of short boosts, but he is too impulsive for long term company health. He really would be awesome as a hype man. Let me explain my thoughts. Tesla had pretty close to cornered the charger network ecosystem, like wow, this is a huge achievement and that by itself should have been a major focus of the company for long term success and profitability. But then he goes all in and decides to get rid of their entire department because (and this is just from news reporting) the executive in charge of the supercharger department pushed back on making more cuts. Like why isnt their arguably most successful department trying to expand more across the US with more locations, partnerships, new technology, updates and even other markets. Then there is the half assed roll out of the cybertruck, the diminished battery range that is software locked, or the lack of any new passenger models ( the 3 is 7 or 8 years old and the Y is 4 or 5 years old). And where is the full self driving feature that has been promised next month since 2019. Hes a hype man that has been getting by because Tesla cars are far and above what anyone else has in the electric market in spite of him and not because of him. If I were in his shoes: 1. Stop promising stuff that isnt ready like FSD until it is actually ready to roll out. Stop building half assed cars for production with all that new technology/designs (cybertruck). Dont make any crazy announcements unless they are actually ready. 2. Employ an in house experimental group that just comes out with Tesla concept models, it doesnt need to be anything else other than a group that generates buzz by putting really cool looking bodies over already existing models. Tesla employees should show up to a high end cars and coffee with a never before seen convertible and just let people oggle over it. 3. Figure out how to compartmentalize batteries so that you can replace smaller groups of cells when they fail instead of the whole battery pack, limit those battery compartment costs to $1k so it is somewhat affordable. 4. Have a continuous plan to refresh each car model every 5 or 6 years so the lineup doesn't get stale, heck it could just be a new body over the continuously update chassis. Have 4 models in the lineup, a pickup, an SUV, a sedan and a cheap sedan. 5. Introduce a cheap sedan, sub $30k. Have it come with a limited range that is less than the other cars, give it minimal options as a base model. Maybe make it dependent on the tesla charger network instead of home charging. No autopilot, and you can save a ton of design costs by making it only 2wd and based on current models. His pay package can easily cover the cost to create a solid low end car and refresh the rest of the model line. 6. Prioritize the charger network. There should be a charger in every parking lot and every gas station. you should be able to go to a southerbys or a dollar store and expect to be able to plug in. Then work with every other car company to make sure that they work with the tesla standard chargers. 7. Challenge BYD in asia. Make a car that will compete in the east. I think china is a lost market because they put their thumb on the scale too much, but make an asian base car that will compete in other asian markets but what do I know? I'm just some dude on the internet

Mentions:#FSD#BYD

because they don't only give money to BYD. China have built the entire EV supply chain with probably 10s of EV manufacturers. They give money to the lithium processors, graphite miners/processors, EV manufacturers, etc. So at the end of the day supply of resources and EVs are plentiful so that they can sell at below market cost and still make money through these subsidies.

Mentions:#BYD#EV

And EU’s measure is pretty reserved and carefully designed. It’s even different for different companies. BYD’s new tariff is only 17.5%, Geely is 20%, but state owned companies like SAIC will be paying 38% because it’s got more government subsidies. And many EU countries, including France, have openly said Chinese companies are welcome to build factories there. This isn’t a trade war, it’s reasonable trade policy and very much different from the 100% tariff the U.S levied, which might as well be a message of “fuck off and stay away”.

Mentions:#EU#BYD#SAIC

Tesla doesn’t necessarily have to face decreasing margins in Europe. We shall see just how much this tariff raises BYD prices in EU, cannot be the same percentage wise compared to Tesla. The vast majority of the time your competitor is hit way harder, it’s good for you. Tesla is poised for a much better pivot than BYD in Europe.

Mentions:#BYD#EU

Hard to make a statement about capitalism when Chinese companies are so heavily subsidized. BYD has received nearly 4 billion from the cccp. They do this with many products, then wane off the subsidies once they eliminate the competition..

Mentions:#BYD

The difference between Tesla and BYD is a charging network.  Good luck charging a non-Tesla when you're away from home.

Mentions:#BYD

Fun fact: 10 BYD showrooms have burned down since 2021 because their EVs burst into flames. The last one happened less than a month ago.

Mentions:#BYD

They are subsidized, but you also can't deny the fact that they are great and feels great. BYD have the feel and interior luxury package as a 300k sports car for much much less while having decent performance.

Mentions:#BYD

AFAIK companies like BYD bring their own supply chain vendors, so their actual contribution to European industry is marginal. I could be wrong but if this is true then it's worrying.

Mentions:#BYD

It comes down to subsidies and an authoritarian government. They make shit wages but hey we love companies who mistreat employees. https://carnewschina.com/2024/05/20/strike-at-byd-factory-in-wuxi-workers-seek-fair-treatment/ The job postings for the BYD factory in Wuxi in the past two months indicated a basic wage of 2,490 yuan (345 USD), which coincides with the minimum wage in Jiangsu province. Stable overtime hours are necessary to earn a monthly income of 5,000 to 6,500 yuan (690 to 897 USD) advertised by intermediaries.

Mentions:#BYD

“Brussels is pushing ahead with Chinese electric vehicle tariffs of up to 38 per cent, brushing aside German government warnings that the move risks starting a costly trade war with Beijing.” That’s is an interesting take for Germany because they have a huge car manufacturing industry (quick google) that’s 5% of the GDP of Germany. Twice that of France and also employs up to a million people. In my opinion it’s a good move to make the market for EV’s more competitive and bring/add jobs to the EU instead of only the end products. BYD, for example, has affordable EV’s that feel luxurious (personal impression). If they could be assembled/made in the EU because the import tariffs are too high to be competitive could be a positive move. More jobs in the EU but also affordable cars, which in theory should compel traditional car companies to follow suit. Also the thing with EV’s is that the whole industry of (ICE)car parts/garages will implode. Less maintenance and less parts. Manufacturing in the EU could in theory help relieve that (in time) shrinking industry.

I’ve had the chance to ride in a few BYD cars (using grab, Asian version of Uber) and they’re really good. EU is right to be worried.

Mentions:#BYD#EU

What I really feel about the issue of Chinese EVs being brought en masse into Europe and North America is this; on the face value of everything, it looks like the EU, US have suddenly turned against their free market ideals of buying and selling, as the levies being imposed here are to fundamentally kill the idea of having Chinese cars on their roads before it can even take hold. What is being done here is potentially so extreme that people will look at the price of a BYD Dolphin or Xpeng 7 and think ‘fuck it, better off buying an ICE vehicle instead’. It’s funny in a sense that all of these same EU and US leaders endorsing this kind of levy or tariff are the same ones shouting for people to drive greener cars, imposing hefty fines or surcharges for people who are holding onto their old diesels and petrols. Their problem now is that the ONLY country at the moment which can adequately supply the quantity of EVs needed to meet their climate targets is China. And it’s not just an EV thing, most other ‘green’ technologies like Lithium batteries and solar are 95%+ made in China, which then puts a lot of pressure on themselves to achieve their net Zero/decarbonisation goals. Whether Vietnam, Southeast Asia will be able to meet the demand for Eco-friendly technologies is yet to be seen in the face of rapid decoupling between China and the west. But despite all this, trade with China is not entirely within the realm of ‘free trade’ as we like to think. At the end of the day, the Chinese government is an authoritarian, dictatorship body which has extensive or even exclusive control over what their domestic industries produce. Potentially, what the EU and US is trying to pre-empt here is the practice of market flooding, where the Chinese government sanctioned practice of unloading such a massive quantity of cheap product into the market so that the domestic vehicle producers (Opel, Ford, Citroen etc) simply cannot compete with the sheer number of cheap vehicles in the market, causing their demise and tens of thousands of workers to go out of jobs. Then, in such a scenario it can be argued that China itself does not abide by the principles of free market trade, where the state gives unfair assistance to beat competition which is not afforded such a luxury.

For Tesla it is a double whammy. Europe is one of the main destination for Teslas made in China. So amidst a price war they are now forced to produce more in europe, which is more expensive, while their production facilities in China are now getting cornered to compete more with BYD etc. on their home turf in China.

Mentions:#BYD

RIP BYD NIO , LIauto ... ?

Mentions:#BYD#NIO

Buffett Warren owns some BYD

Mentions:#BYD

Would you buy one right now? No, that's because BYD cars or hybrids from other companies deliver similar or better performance for a fraction of the price. Telsa is nothing more than an electric shell with an outdated smart phone hooked up to it. AND you have to pay extra $$ if you want to have cruise control. Popcorn is almost ready.

Mentions:#BYD

Europe and Japan will never catch up. Their car manufacturers use way too much outsourcing and have way too many suppliers for parts. All of them eat up the precious margins needed to stay competitive. Tesla nowadays outsources only the absolute necessities. And they have iteratively simplified the vehicles to maximize margins. And Tesla is using most of the earnings from these margins for more R&D. Simplicity of electric vehicles has allowed China to catch up though. BYD cars for example seem to completely destroy everything else in the market value-wise.

Mentions:#BYD

Have you noticed how shit the cars look especially the ones on the road that are more than a year old. These cars shouldn’t cost more than $15k. Once BYD starts getting in their cars Tesla is fucked.

Mentions:#BYD

BYD can bring it if they want it’s just a tax on American buyers. You realize at 100% tariff.. $38K for 1300 miles range hybrid is still one heck of a deal compare to what we have now. I would totally buy one.

Mentions:#BYD

The Chinesium cars are about as much competition to Tesla as the Chinesium phones/tablets/headphones are to Apple. Like any technology cars are more than the hardware - the software, the infrastructure and the marketing matters. A BYD to a Tesla might as well be a Huawei to an iPhone; some people will buy them because they’re low cost… but there’s still the name brand one that people think.

Mentions:#BYD

BYD is far from on life support. People buy EVs outside of the USA and it is killing it.

Mentions:#BYD
r/stocksSee Comment

BYD?

Mentions:#BYD

BYD has and will do what Tesla cannot do. If Tesla was marketed as solely an EV company (which it is in reality) he has done a good job. He's a bad CEO because he lies to shareholders and constantly misses timelines. He also regularly does things that are insanely unethical like starting competitors to his existing company he's in charge of.

Mentions:#BYD#EV

I’ll play devils advocate > from a purely financial standpoint how is Tesla even successful Besides BYD, they’re the only automaker globally who’s selling EVs for a profit > I rarely see a Tesla car being driven They produced 1.85M cars for US distribution in 2023 which puts them just behind Ford at 1.96M, and they’re very likely to surpass Ford this year. Lack of seeing them on the roads is simply due to them being a relatively new manufacturer. There’s tens of millions of decade+ old vehicles on the road while Tesla model 3 and model y only released in 2017 and 2020 respectively. > all of Elons other companies have failed/ are failing SpaceX is wildly successful. Quite literally the largest space company on Earth. Takes some real mental gymnastics to say the richest man who’s simultaneously running two large/megacap leaders in their respective industries is failing. > he’s been kicked off multiple company boards So was Steve Jobs 🤷‍♂️ I don’t own Tesla as I’m not smart enough to understand if they’re actually close to solving autonomous driving or AI, or how quickly they’ll be able to scale their energy generation/storage segment or EV charging or Tesla insurance or their robotics. But it’s not hard to see a potential path to them being wildly successful. I think too many people get emotionally invested in loving or hating Elon and ignore the business case for being the global leader in EVs at a time when ICE is being phased out.

Mentions:#BYD#EV#ICE

BYD is selling well almost everywhere you look (apart from NA). I have family in Brazil and almost every time you see an EV, it’s a BYD. Reminds me of Teslas here a few years ago. Can’t say anything about their quality or AI, some of the cars look good.

Mentions:#BYD#NA#EV

It’s hard to imagine any of these companies beating CATL or BYD. The challenge isn’t coming up with a new type of battery but being able to manufacture at scale. This is where every battery start up ultimately fails, or at least so far. Out of the ones you’ve listed QS is the most promising but it’s not clear they will be able to reach the unit economics required for mainstream markets. And it is not like CATL and BYD are sitting on their hands waiting for some company to beat them, they are constantly improving their own batteries, making it hard for new companies to catch up.

Mentions:#BYD#QS

Personally speaking, the warrants/convertible notes can be converted into shares. I have said this in a different post and generally speaking if I had warrants to convert in actual shares I'd wait for the price to climb. I think this is a general market-wide rule, therefore I feel pretty confident that dilution is not happening straight away. I'd like to hear from someone who thinks the opposite tho. I'm all for proper confrontation of ideas and knowledge. As for company growth, we have no information. Only speculation can be made. I have done as much research as I can. Some say BYD has been a client, some say they have developed a comms/IoT branch called Holographic Inc. but, I must stress, it's speculation. We do know that previous income statements reported losses. For me, positive news in any overall positive change. If their income goes from -11M to -5M, I'll take that as a positive catalyst. If they show any positive income at all I think the stock will go ballistic.

Mentions:#BYD

Isn't the battery made previously by Panasonic and currently by BYD?

Mentions:#BYD

$TSLA will be at interstellar💫 levels by EOY. Melon🍉 is just playing his 420D chess♟ and everyone that's bearish is stuck in their plain old X, Y, and Z axes. We're about to see Giga Berlin cranking out Cybertrucks faster than a falcon Heavy could launch your mom into geosynchronous orbit🚀🚀. ALSO rumor has it battery day 4.1🔋 is going to unveil a new LiPo powered plaid dildo that charges in 69 seconds AND comes with FSDildoing. PLUS unlike BYD(eez nuts) 🥜Enron Muskrat knows how to run a capitalist business (aka cook the books 👨‍🍳📚).

I like the Bitty (Btc) and BYDDY (BYD) pair trade right now

Mentions:#BYDDY#BYD

They want to get BYD into USA so that when Taiwan happens they can simultaneously drive all BYD cars into a wall and kill a few hundred thousand USA citizens

Mentions:#BYD

> Ask yourself, would you buy it today at $178? I wouldn't put all of my money in it, but I'm glad I have some. He has a number of projects with potential upside * [His new "unboxed" manufacturing process](https://www.bloomberg.com/news/articles/2024-03-28/tesla-s-tsla-new-unboxed-manufacturing-process-aims-to-cut-costs-50) - if that works ("slash costs in half" to quote Bloomberg) it's huge. And this project seems likely to work. * FSD - Even if it only kinda works, and is only deployed on specific routes for Tesla Semis, it's meaningful. And if he can ever make it really work everywhere.... well... that's too speculative and dreaming about that probably counts as more gambling. * Optimus - The walking human is totally a PR stunt and technology exercise and maybe patent farm that won't pay off for a decade --- but if he even gets 1 arm and 1 camera working on his assembly line this year, it could reduce costs significantly. * His cheap car - Well, BYD's $10k car's already here, so I think he missed that boat (unless both Unboxed and Optimius exceed expectations and he can get in that price range too)

Mentions:#FSD#PR#BYD

Wait until China kicks them out of China. China is stealing their tech and giving it to BYD.

Mentions:#BYD

Elon is the best and worst asset that telsa has. Too much risk for me. And their sales are slowing down. I got out last year. I started buying telsa about 6months into ipo, sold all last year. It was a good run but currently so much unknown or risk. Elon is so spread out between so many projects and companies. Now he's getting into AI, I'm sorry but I'm glad I'm out. I don't see telsa in China for very long. They are getting bet my BYD. I see them leaving China in the future.

Mentions:#BYD

I turning 250k into about 31k on BYD.UN Boyd auto. Then over 8 years of that stinker I got my money back as it crept back up. I cashed out and sold for my 250k. BUT ... I then watched as for the next 8 years it kept going up and today would have been worth about 7 million.

Mentions:#BYD

it crashed cause fondamentals are not there. BYD ruined the party. Cheap money is gone. growth will be slower and tougher for Tesla.

Mentions:#BYD

stocks aren't in a static environment though, right? In 2022 after the China ban, Nvidia was down in the dumps (low 100s). ChatGPT was already out and the AI opportunity was discussed for years prior by Jensen. Secular trends like AI, etc. don't happen linearly/straight up to the right. The company has certainly endured a slowdown in EV adoption. But Model Y was still the best selling car in the world in 2023. They're the only company (outside of BYD) to make an EV profitably. Energy storage is growing like crazy and I haven't even touched on the AI part of the business.

Mentions:#BYD

brother. the stock is still 10x from 2018. $550 billion market cap from $50bn or so. what hype or fraud? Model Y was the best selling car in the world in 2023. they're the only ones who can make an EV profitably (outside of BYD). Energy storage is growing rapidly and helps the transition to a sustainable energy economy. And i won't even get started on AI where FSD is improving rapidly. I respect those who have issues with him personally but there's a lot of impressive engineering and progress being made at the company

Mentions:#BYD#FSD

That's because a lot of people refuse to touch Chinese stocks. Also you as an American legally CANNOT buy BYD stock, only Chinese citizens, and foreigners who meet some very specific criteria (which the average redditor certainly doesn't) can legally own Chinese stocks. What you're really buying is a holding company that's in theory supposed to move like the real stock, but doesn't give you any of the rights and protections of actual shareholders.

Mentions:#BYD

Next to the BYD factory. Why?

Mentions:#BYD

Tesla is overvalued even at current price, BYD will take off soon, I’m seeing 5 BYDs for each tesla lately.

Mentions:#BYD

BYD Co, the Chinese EV maker. I keep reading about how they're taking market share from Tesla and made an affordable model, but the market cap is a tenth of Tesla's.

Mentions:#BYD

BYD is defos the underdog with less sales. BTW correction in my comment, it's china that's trying to make a deal with the EU to import their EVs. SO

Mentions:#BYD#EU