Reddit Posts
Tesla Thesis, price targets & 50k swing options trade
Tesla Thesis, price targets & 50k swing options trade
5x bagger. Missted a 7x bag. Is this the way of r/options or should I save this from wallstreetbets?
Why I'm getting Tesla Puts, A Deep Dive into Earnings (A Must Read)
A Deep Dive into Tesla's Earnings (A Must Read)
Is China set for "finally" bottom and an epic rally?
A Lamborghini-Style EV: BYD Goes Upmarket to Outmaneuver Tesla
NIO - All time low - Time to jump in balls deep ?
Apple and Tesla may no longer be ‘safe investments’ as China’s troubles grow
Chinese electric vehicle company BYD in talks for potential acquisition of lithium producer in Brazil -Sigma Lithium, for a supply agreement
Want to invest in BYD through and ADR, but hear investing in the Chinese Market is risky?
BYD is the Alibaba of cars and it will have a similar faith
BYD Overtakes Tesla as World’s Most Popular EV Maker. Why is BYD's stock trading so low?
BYD Overtakes Tesla as World’s Most Popular EV Maker. Why is BYD's stock trading so low?
VinFast: from +320% to -86% in 2 months. What can we learn?
BYD electric pickup truck patent leaked, revealing new EV expected by the end of 2023
Premarket Moves: Tesla Dips on Deliveries, Disney Gains as Peltz Seeks Change
BYD, derided by Elon Musk, gives Tesla a run for its money
Rivian Down 9% as EV Maker Announces $1.5B Convertible Bond Sale
Are GM , Ford kinda Nokia / Blockbuster of Auto industries?
BYD - thoughts and mockery please
VinFast is now worth $190B, making it the 3rd most valuable automaker in the world
EV maker BYD buys Jabil's China manufacturing business for $2.2 billion
How is Vinfast generating this much Market cap? It's unreal
Tesla price cut comes as BYD calls for global EV domination
Tesla's China-made EV sales slide in July from June as BYD stretches lead
Check out this battery pack teardown comparison of TSLA and BYD - One more reason to be a $TSLA Bull
Tesla vs BYD battery pack comparison - just one more reason to be a $TSLA bull
Seen an article talking about the electric boat space, anyone have some insights?
China's Xpeng sees sales turnaround in second half with new EV mode
Shook my eighth ball, telepathically has indicated to me NIO will be out of business soon.
Tesla ($TSLA) vs.Boyd Gaming Corporation ($BYD) 2023: EV rivals are frenemies now; $TSLA stock halts slide as BYD nears buy point
Tesla ($TSLA) stock vs. BYD ($BYDDY) stock: Tesla tries to halt the slide; China's EV Giant Races Into the Buy Area
BYD stock up after earnings. Tesla EV price war is hurting it more than its rivals.
What are the most undervalued commodities in 2023?
Tesla margins in focus as EV price war kicks into high gear
Tesla’s shares are up over 70% this year. One market pro is bullish — but another isn’t convinced
Tesla’s shares are up over 70% this year. One market pro is bullish — but another isn’t convinced
Alibaba hands parched dealmakers a glass half-full
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.
Will Tesla go up again (II): Tesla's competitive advantage
Will Tesla go up (a): a comprehensive understanding of Tesla
The Treasury Department says. Did we offend you?
The 10 longest-held stocks in Berkshire Hathaway's portfolio
China EV demand surged… NIO, XPEV and Tesla
Even the best investors in the world make mistakes, Charles Munger " investment in Alibaba was one of the worst mistakes I ever made.”
Berkshire Hathaway's Remaining Stake in Chinese EV Maker BYD Worth $3.9 Billion Despite Sell-Offs
Berkshire Hathaway's Remaining Stake in Chinese EV Maker BYD Worth $3.9 Billion Despite Sell-Offs
Charlie Munger says BYD is so far ahead of Tesla in China ‘it’s almost ridiculous’
Charlie Munger says BYD is so far ahead of Tesla in China it’s almost ridiculous
Tesla Model Y (its most popular model in China) is getting absolutely hammered by BYD.
FYI, Berkshire Hathaway sold more shares of BYD - HKEX filing
why haven't "ted and todd" and Charlie munger bought Tesla and is this a red flag for any investors?
Good article why Tesla, Xpev, BYD, NiO, Li will fly
BYD Company sales slump 36% in January due to Chinese New Year (OTCMKTS:BYDDF)
Warren Buffett Backed Chinese EV Player BYD Sees Strong Jump In 2022 Profits
BYD and Tesla Top. XPENG just sold 1200 vehicle in two weeks.. in last two
Tesla gross margin, better than expected, is the key driver of Tesla's current +75% rally in the first 3 weeks of 2023
Thoughts on Microvast, Potential US Domestic Battery Manufacturing leader
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
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)
Tesla / BYD/ NIO/ XPENG/LI - People are losing jobs, recession predicted by Musk, Things are slow
Tesla/Enphase Etc: Diamonds in plain site
Tesla cuts prices in U.S., Germany in pivot to drive sales
BYD Stock Recovers After Warren Buffett Cuts Stake Again
Tesla cuts prices in China, other Asian markets as sales falter
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.
Tesla Stock Vs. BYD Stock: Tesla Concerns Grow As BYD Unveils Super-Premium Brand, Models
BYD Overcomes Tesla to Become World's Largest EV Maker
Mentions
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?
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?
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.
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.
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.
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.
Sounds like what you want is a BYD. They have far nicer interiors compared to Tesla.
> 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. "
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.
The second BYD can be sold in the USA, it’s game over for every other car maker.
Why does the windshield of my Chinese EV look like ——————————————- Puts on NIO LI BYD
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.
>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.
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
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.
Even if oil was $250 a barrel you still lose more money buying an EV due to depreciation. Something BYD learned only recently.
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
>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?
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.
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
BYD sells a lot cheap cars in China
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.
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.
The article literally shows BYD outselling Tesla. Worldwide. So I highly doubt Tesla is outselling them in China.
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.”
BYD sales in China are about 5 times higher than Tesla’s and continuing to grow in China (as well as elsewhere)
If Chinese people are buying Tesla over BYD. You think you know more than them?
Why would I buy a Tesla over a BYD or similar these days.
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.
Is it still a game? I wish I could by BYD stocks
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.
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..
Really you think it sells better than BYD. Lmao Tesla is only still relevant cus of geo politics
TSLA? BYD will be the big winner here. Chinese EVs will flood the markets (except the US)
Very glad I bout BYD and Xiaomi right before the oil squeeze.
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.
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.
Now watch as the world will pivot and buy more BYD electric cars. Our gas cars are cooked man..
Anybody going long on Rivian or BYD with oil going up? How stupid would that be?
BYD for the win. China takes this opportunity to let America do the damage for them.
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
BYD is not just BYD, its also got a higher end brand called YangWang. And they absolutely compete with Tesla.
This Iran war really screwed my full port BYD calls
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.
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
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.
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.
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.
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.
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.
Did you see the BYD news?👀
Literally 2 days after I gave up on BYD and took a small loss.
Yes you can. No wonder why you are a regard. Look it up: BYD factory in California 😂
It’s embarrassing that in U.S. we can’t buy BYD
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% 😂😂😂
CRGO should do well with the freight crisis, ARBE has some big stuff going on with NVDA and possibly BYD
BYD up 6 %. Apparently that little Ooopsie in the Middle East reminded everyone that gasoline powered cars are obsolete... XD
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. "
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.
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.
Lots of folks 0dte $1 strike calls for BYD. The options chain looks like a casino floor on New Years Eve.
BYD still red my dude
Their regulatory footprint is broad. WeRide’s business model supports different autonomous applications. It will enter a market where there’s least friction. Often that’s not Robotaxi (could be a Robobus or RoboSweeper). It’s a first entry to market, used to gain regulatory familiarity and trust. Markets have not figured this out, nor priced this in. But the tricky part is this market is to gain regulatory footprint. Most companies have more or less have their technology working. Some have a great story on production capacity. But very few have regulatory supremacy. Weride does. It’s why they enter markets first. Like in the Middle East: first to market, and now dominating there (they have given the most aggressive guidance, not based on ambition, but anchored on real world experience, a proven model they can replicate in the region, as Dubai and Riyadh will be next cities to roll out this year, replicated model on Uber rails). Same goes for South East Asia. Locked in their partner (demand rails) in Singapore. Currently testing, set to launch this year, bookable through Grab. Looking at the most under appreciated part of their business: Adas. This is going to be massive. What they are doing is providing Tesla FSD like technology (selling through a Tier-1 platform: Bosch) towards multiple OEMs. Think: huge volumes, high adoption rate, high margins. They don’t have to jump over hurdles, like smaller start ups would need to. They have customer access to all Bosch’ customers in this space (they are the global market leader in Adas). I expect this to be a billion dollar market by 2028 for WeRide. But it is not priced in yet by the market. This year, they at least have 3 SOPs (I assume it could be a few more). One of which is in Europe. That’s big (maybe not on numbers, but it shows cross over appeal). Automotive market knows Autonomous is where they can generate upside. In-house programmes, have been failing. Huge money poured in, many divested. Market is shifting towards platform play (Bosch WeRide), Vertical Integrated (Huawei, Mobileye) or In-house (Tesla, BYD, XPeng). In a market that is consolidating (China will be reduced to 8-12 OEM groups) due to margin pressures, programs will be consolidated. Bosch is lined up to capture 40-50% (China has a 30m total units per year production volume). If WeRide could get just a small piece of that (say ~1-2million cars annually), then it’s easily a $1-2B revenue line. And that’s just the Chinese market. Like I said, they are expected to cross over to Europe (announcement expected H12026). Again: it not priced in yet by the market.
ford making the mach e front trunk an optional add on ad rly think they're gonna be able to compete with BYD and the other china evs with such an insulting penny pinch lmao
Idk BYD is not looking too hot as a company. Their financials are extremely bad. Chinese government has begun seizing assets
A lot of Chinese EV companies are failing left and right. BYD has extreme debt and their assets are getting seized by the government as a result.
BYD is in a really bad state financially right now. They have extreme debt and they are getting sued by the Chinese government which will seize assets to repay the debt. They barely make any money per car, their margins are terrible.
I can't judge but I would sell eventually before the crash. [Tesla Market Cap More Than Market Cap of Toyota, BYD, GM, Ford, Hyundai, Kia, Mercedes-Benz, Stellantis, Geely, Ferrari, BMW, Volkswagen Group, Honda, Nissan, Renault, XPENG, and NIO Combined - CleanTechnica](https://cleantechnica.com/2026/02/19/tesla-market-cap-more-than-market-cap-of-toyota-byd-gm-ford-hyundai-kia-mercedes-benz-stellantis-geely-ferrari-bmw-volkswagen-group-honda-nissan-renault-xpeng-and-nio-combined/) But what do I know you seem to be doing fine.
BYD lowered their prices to nil when the competition heated up in China. The Chinese government wasn’t happy because they themselves own a govt EV company and had a harder time selling their cars. China has been overstocked in EVs for the past year +
Costco sued for a refund before the ruling even came down. Basically pre-sued. So did Revlon, Bumble Bee, BYD, Prada, Dole Fruit, Barnes a Nobles, Alcoa, and so many, many more. Thousands of lawsuits are already filed from companies big and small.
BYD is awesome. I'm planning on getting a Seal soon
Tesla's new car registrations in Europe fell 17% year-on-year in January, marking the 13th consecutive month in which sales have shrunk across the continent. In sharp contrast, Chinese EV giant BYD has more than doubled its market share across the European Union, Britain, Switzerland, Norway and Iceland.
You're prohibited from buying BYD in the USA. If you could, TESLA is done for. Waiting for Elon to be deported back to his homeland.
This kind of stuff is exactly why I would only ever trust an EV from Tesla or a few Chinese automakers like BYD that have proven they're serious about EVs and actually know what they're doing. I don't trust ICE manufacturers to make a good EV that won't have battery problems like this, as stories like this show that they're the ones constantly having problems with their batteries because of their lack of EV expertise.
Assuming they mean that BYD keeps innovating and is gaining popularity across the globe mostly due to it's low price.
I’m going to be downvoted likely due to general bias of reddit against Tesla. Tesla as a car maker is far above and beyond in software compared to its peers. The latest FSD is good, it keeps on getting better, the trend is real. One has to experience it, cannot be evaluated just from the news. They do have a real shot at robotaxi. Yes, there are risks, but their stock value seems justified to me. I have a couple of friends who are deep Tesla lovers, a couple of Ford truckies, some deep into Lucid/Rivian and Tesla haters, myself am an old school Toyota person. So not statistically significant, but enough of a sample size from varying opinions. My buddy lent me his cybertruck for a week while he was away. I drove it every single day. Asking it to take all sorts of routes. Compared to 2 years ago, latest update is real good. For $100/mo, it’s a good bargain. It has very good awareness of its environment. While it’s not as perfect as Waymo, doing it with just cameras is pretty amazing. I had multiple 2+ hour drives with zero disengagements. I tried lucid, I have comma ai on mine, (I have not tried BYD). European automakers are asleep. They will be eaten alive. Those that owned Tesla were really deep fans. This is almost like early Apple loyalty. The lesson for me was, reading reddit vs experiencing product was very different things. Anti-reddit trading has a real edge in stock market investing. Too much group think, that causes excess greed and fear. Is Tesla overvalued? May be. It bakes in a very high future return based on thesis they will capture the self driving space at an absurd margin. It had some legs, but time will tell. The beauty of index investing is you don’t care about one or two players. You ride waves. The automation/AI wave is very real.
Tesla wasn't passed by BYD. It was passed by Lucid, Rivian, Mercedes, VW, Nissan... who all started creating competing cars, at the same time that overall demand for EV's is dropping. Tesla stopped innovating 5 years ago and Musk went on a right wing insanity march and tanked his own company. Tesla is headed towards Delorian territory. Meanwhile the stock trades at 100-200x earnings based on hope about space exploration and robots. Truth is that Musk will probably be able to engineer some kind of takeover or merger between Tesla, Space X, OpenAI, and maybe something else to capture the absurd valuation of Tesla. Definitely something to stay away from long or short.
I was just abroad and rode in several BYD vehicles. Each was nicer than any Tesla I’ve been in, both in ride quality and fit/finish. Tech seemed nearly identical. I’d totally buy one.
Economics is not. But meeting consumer demand can be. What do you think will happen to the demand for American cars from Canada now that they’ve agreed on preferred trade terms with China? When Canadians see what BYD can offer for $30k, American cars will be relics.
The automobile business has not been a good business for investors really, aside from a few examples: Tesla (largely because Musk), Ferrari (ultra luxury brand that happens to make cars), Toyota and BYD. In 2020/21, because people thought there'd be an ev in every driveway, people thought every single EV company was the next Tesla. It was not. There were auto companies that had been bankrupt before that went public in 2020/21 that have already went bankrupt again. The most ridiculous thing was Arcimoto, a goofy 3-wheel car that absolutely soared. The conference call included a banjo concert on the founder's porch. It went to 0 no long after. "The reason I’m asking is because AI stocks right now feel kind of similar." The "Ev in every driveway" view that too many people had was never going to happen. It wasn't realistic on a lot of levels. Alphabet, Microsoft, Amazon, and Meta are going to spend over $600B this year - people could have bought all the beneficiaries over the last 2-3 years and done better than owning mega cap tech ex-nvda. People anticipated EV demand that didn't materialize to the degree they hoped; this will be a mountain of money thrown at building data centers. The fundamental demand - whether one agrees with it or not - is there. I don't believe there was one mega cap tech capex announcement recently that wasn't significantly above where analysts estimated. "big narratives," There were a lot of narratives that people bought into in 2020 that they shouldn't have bought into to begin with including EVs - Evs don't change the fact that the auto industry isn't a good industry and Musk has said as much about the difficulty of the industry over the years. There still needs to be more investment in charging infrastructure. Rivian went public at a $100B valuation before selling a car and will probably never get back to the highs. People taking Beyond Meat to nearly $250 was also ridiculous.
Yes, China's FDI this year will be $127 Billion USD, with over half of that in energy and precious metals for AI construction. But exercise caution as The BYD "Blade Batteries" used since 2020 I understand use far less Lithium. Thus there might not be as large of a "fight" as you might think.
Chevrolet does this for South America, not BYD. https://electrek.co/2025/03/02/chevy-spark-returns-for-2026-as-affordable-electric-crossover-with-220-mile-range/
BYD and Geely could build EVs in US in next 5-10 years boosting competition and pushing car prices lower [https://finance.yahoo.com/news/chinese-automakers-want-come-us-120047759.html](https://finance.yahoo.com/news/chinese-automakers-want-come-us-120047759.html)
BYD is heavily subsidized by the Chinese government. No other auto maker can compete with that. The government gives BYD billions with the directive “go dominate the EV market”
I dumped nio as well have BYD now. However BYD was my favorite to ride in
BYD will bang out Elon's butthole
No, but if BYD has to use American labor instead of cheap Muslim slave labor, then redditors won't be able to buy cheap cars or support the CCP. It would just be awful to support Americans.
I was just there too and was very impressed. Going back in a few years to visit different cities. Thing is I didnt see Nio cars too often. Mostly saw BYD, Aion, xiaomi, Xpeng.
I’d buy a $15K BYD in a heartbeat. (USA)
Drove BYD overseas and all I can say is that if that brand enters the US market, it's all over for Tesla and other existing US brand. Hence why you'll never see it here lol
BYD makes a nice car, I’ve ridden in them outside the US. Even at 100% tariff, they would be cheaper and better quality than anything in the US. Sad but true.
They just gave us the green light to look into and even maybe buy some Chinese EVs. BYD, NIO or XPENG?🤔
Generally speaking? No, they aren’t. Or at least the 2-3 BYD cars I’ve seen IRL haven’t been. There’s definitely cars out that need more help or that have more egregious quality control issues, but “traditional” auto makers can produce something higher quality if they try just a little bit (and some have). Compare the price tags and suddenly that extra bit of quality here n there starts to look like a bit of a rip off though
I've owned a Nissan built in Tennessee, a Subaru made in Indiana, and a Ford made in Canada. No reason if the market demands it a BYD can't be built in America.
Now I can't wait to see American legacy car-makers rebadge a BYD or something. Extra points if they stick American flags all over the place Jeep-style to overcompensate like BMW-era Rover and woodgrain.
I had the opportunity to ride in a tesla, NIO and BYD in Norway last month. Guess which was the worst? Hint it wasn’t made by a Chinese company. Terrible ride, cheaply made, awful road noise. The only two good things I can say is I didn’t have to buy it and I got out of it at the end of the ride.
In order to compete Ford, GM will have to automate and bring a lot of manufacturing in-house. It will basically cut American jobs. > BYD (Build Your Dreams) leverages high-level automation, with some plants, like the Xi'an facility, operating at ~97% efficiency using AI-guided robotics, Automated Guided Vehicles (AGVs), and smart, real-time logistics. This vertical integration—producing ~75% of parts in-house—includes automated battery, motor, and semiconductor production.