BYD

Illustrious-Run3591

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

Justin_123456

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

Hockeyshot39

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

FuckElonMuskkk

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

bigElenchus

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

DogsAreOurFriends

BYD has entered the chat

Busterlimes

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

Hockeyshot39

Europe BEV sales Model Y - 111k BYD - 7981 [https://cleantechnica.com/2025/11/04/europe-ev-sales-report-second-best-month-ever/#google\_vignette](https://cleantechnica.com/2025/11/04/europe-ev-sales-report-second-best-month-ever/#google_vignette)

peq42_

[https://clicr.com.br/as-maiores-empresas-estrangeiras-por-estado-no-brasil-em-2025/](https://clicr.com.br/as-maiores-empresas-estrangeiras-por-estado-no-brasil-em-2025/) (one of the multiple sources I found in a quick google search) Say that to Honda(Japan), Enel(italy), Fedex Alphabet Meta Amazon Microsoft and such(U.S., all have datacenters and offices here), Renault(France), Mercado Libre(Argentina, worth $120 Billion), BYD(China), Nestlé(Switzerland), etc If you add just those together, there's hundreds of billions of dollars invested, just this past year. Also termoil? You talking about the U.S. this past year or Brazil?

mrdhood

The sad thing is their competitor is so much closer and gets hardly any press. Link gets auto removed but search YouTube for “BYD Water Demo”

AJ_Styler

All it takes is for countries to allow free market access to BYD and Tesla is F’d. “Funny” how Elon Musk likes to be seen as someone wanting to minimize government , yet without the government carbon tax credit program, Tesla would have been bankrupt long ago and Musk would not be what he is today….but he would still be a total douchebag to society.

TailorNo9824

Time to let BYD into the the US.

Financial_Sundae_151

I dont think its a red flag. I believe this is the right move and a crucial point for the future American technology. Its more about the big picture to compete between the US and China for now. China gov subsidized many Chinese Tech companies such as Alibaba, Tiktok, BYD ... and you see how it turned out. As a guy whos been living accross Us and Asia I think this is a very good move to counter China AI development.

StrategyFew

In Australia, demand for evs hasn't dried up but BYD is stealing all the competition, we keep getting new ev brands every month lol. Byd just recently launced their mini hatchback which is priced at 25k aud, around $17k USD. They have comparable cars to model 3, y (seal and sealion) that look much nicer and bigger batteries and cost less. This is happening in Europe, Asia, south amercia, etc. If Byd comes to US, it will eat tesla alive.

SchruteFarmsIntel

He’s been told to grow the company 42% a year for the next few years. Call me cynical, but that sounds like a setup to push him out he’s already running the company into the ground. For perspective, BYD sold nine times as many cars as Tesla in the UK last month.

Hearcharted

BYD vs Tesla (According to Gemini) BYD is currently outselling Tesla in global pure electric vehicle (BEV) sales, a lead it has maintained for the first three quarters of 2025. In contrast, Tesla maintained a slight lead in total BEV sales for the full year 2024, though BYD surpassed it in total vehicle production and has surpassed it in cumulative BEV sales for the 2025 year-to-date period. BYD also sells hybrid vehicles, which increases its overall sales figures significantly beyond just pure electrics.  BYD vs. Tesla sales performance |Feature|BYD|Tesla| |:-|:-|:-| |**2024 Global BEV Sales**|\~1.76 million|\~1.79 million| |**2024 Total Vehicle Sales (including hybrids)**|\~4.3 million|\~1.79 million| |**January-September 2025 Global BEV Sales**|\~1.61 million|\~1.22 million| |**Global BEV Sales Leadership**|Lead in 2025 year-to-date sales and for the last four consecutive quarters as of Q3 2025|Was the leader in 2024 but has been overtaken by BYD in 2025| |**Geographic Performance**|Strong growth in Europe and expanding in markets like Latin America and Southeast Asia|Facing sales slowdowns in some markets like Europe and Australia, though sales have recovered in Australia with updated models| |**Product**|Sells both BEVs and hybrid vehicles|Sells only pure electric vehicles (BEVs)|

West_Remove2653

China have BYD, America have BYND

2ewi

I share the same thoughts but out of interest what do you think about BYD?

Fortytvelv

Tesla only sold 500.000 vehicles and still take profit of 4billion. BYD is losing money

Zipz

They sell more electric cars than anyone outside BYD And they are one of the few that actually makes money from it

Efficient-Loquat-309

This is the most accurate question on the entire sub. The short answer is: Tesla is not valued as a car company. It's valued as an AI/Energy/Manufacturing platform. ​Here are the two structural moats that keep the valuation high: ​1. The Cost Moat (Manufacturing & Vertical Integration) ​The market isn't looking at current margins; it's looking at future gross margin dominance. The EV business is simply the foundation for this moat. ​・Structural Cost Leadership: TSLA is establishing a structural manufacturing dominance (Giga Press/4680) that allows them to build cars with fewer labor hours and fewer parts than any competitor, including BYD, paving the way for future cost leadership. ​・Price War Resilience: This cost advantage means TSLA is uniquely prepared to win the price war by sacrificing short-term margins, securing market share while competitors suffer. ​2. The Synergy Moat (The High-Margin Future) ​The valuation is supported by the interconnected nature of their non-car businesses, which generate high-margin recurring revenue. ​・EVs as the Foundation: The EVs are the data collection endpoints and the capital base that fund the high-potential S-Curve: FSD/Robotaxi, Energy, and Robots. ​・Energy & AI Infrastructure: This Energy Moat (Megapack/Solar) directly addresses the exploding demand for data center backup power (crucial for AI/Cloud computing). One business feeds the other. ​・The Ultimate Upside (Robots & eVTOL): The massive valuation is driven by the potential for Optimus and the application of their tech to new markets. The key synergy: If TSLA were to enter the eVTOL market (Air Uber), their vertical integration and cost-destruction power could potentially make air travel accessible at an everyday price point, revolutionizing transportation. ​Final Verdict: The stock price isn't rallying based on current vehicle sales; it's rallying based on the probability of them successfully executing the full S-Curve, transitioning from an EV maker into a monopolistic AI/Energy platform. That potential valuation is exponentially higher than that of a traditional car company.

SillySlimDude

nothing i said was a theory lol. Are you implying other car manufacturers cant also make EVs? As many pointed out there is the obvious one worldwide of BYD. But even in the US now you have ford, dodge, toyota, chevy, rivian, audi, bmw...Its not 2015 anymore lol

OddMove2382

BYD isn't even close to replicating Tesla's FSD. Two large Chinese media companies did individual testing comparing BYD and Tesla and despite the Chinese bias, it wasn't even a close call.

Cookies4usall

Your entire response is littered with the same central mistake in your OP that you think closing nvidia off from China reduced the competition it was facing. That’s factually untrue because you can’t name a single competitor of Nvidia’s that was competitive with Nvidia TODAY let alone during the Biden years. I mean that’s why their market cap is $5 trillion. Which also ignores that they were actually selling their H-20 to China. Your point on BYD is actually a great counter to the argument you’re making because AS OF TODAY, the Chinese and, for that matter, American competitors to Nvidia are far behind regardless of which markets you ban them from. Hell, you could stop Nvidia from selling any GPUs to the US and they’ll still have an enormous lead. You have the entire chain completely backwards.

lOo_ol

*"Your point was on domestic competition"* It was not. Read again: *"closing yourself from competitors (by law or marketing decision)"*. Obviously, a marketing decision has no bearing on foreign competitors coming after your market shares. *"Biden’s ban was an export ban \[...\] China is the one that’s protecting their market"* You see no logical flaw with those two statements? Back to back no less lol *"Biden helped Intel compete with Nvidia with the chips act"* subsidies can help an industry take off with starting capital. They have the opposite effect when they're designed to fund a failing business. The mechanism is the same: the company is no longer incentivized to be competitive as they receive money when they're behind. *"The next closest is a country mile behind"* Doesn't this sound like Musk laughing at BYD when the interviewer suggested that they were his closest competitors? Look at them now...

heikici

Out of all the big newcomers in the EV industries XPeng is the most traditional copycat one. Their cars are really good, but they heavily copied Teslas from the get-go, there was a lawsuit a few years ago because they poached an ex Tesla autopilot engineer who took the autopilot trade secrets to XPeng. Their Fist few cars were an exact copy of Tesla's underneath, and their marketing was literally ( there are old videos on the web ) promoting their cars BESIDE a Tesla, telling potential customers how their cars are better and more premium feeling in this and that, while being cheaper. Tesla announces FSD and so does XPeng, Tesla unveils their Robots, XPeng releases a toy-like robot, Tesla says Roadster will fly, and xpeng unveils flying cars... XPeng autopilot is working the same as every other Chinese autopilot, very good and not groundbreaking, they all have the same "feeling" as if they are all using the same stack. XPeng flying car its just an electric chopper, no groundbreaking tech. XPeng robot? You can see a few videos even on YouTube, it's not even on the same level as the Unitree R1, let alone Boston dynamics, Figure, Optimus. This company is all hype with no substance outside their copycat cars. At least BYD has good battery tech and good vehicles PLATFORMS they invented, NIO has amazing battery swap tech they invented.

inthehill

An honest question… why is it so many believe Musk when not only does he repeatedly exaggerate timeframes and capabilities but all the hyped products and features are further along and better from other companies? Boston Dynamics robots, BYD cars, heck, MB autonomous driving is better.

ZippyV

> Tesla self driving performs terribly in China, iirc, whereas BYD works as well as your Tesla does in the (I assume) USA. China did a massive test and Tesla came out on top despite not being able to use data from China to train their FSD. https://carnewschina.com/2025/07/24/chinas-massive-adas-test-36-cars-15-hazard-scenarios-216-crashes/

Double_Suggestion385

They do, because they buy them from BYD

Double_Suggestion385

Tesla has never been able to make batteries, they tried with the 4680 and failed miserably. They buy their batteries from BYD, Panasonic, CATL, and now Samsung.

blither86

Even if it works now it's still a good example because it's what, 9 years late? They bet the house on being first to replace taxi drivers and given the potential income, you can see why. Whoever can first offer driverless taxis is going to make a decent profit. At this point I doubt Tesla will be first although given the unique circumstances in individual countries across the globe it's quite possible that it'll be 'local' companies that are first in their area. Tesla self driving performs terribly in China, iirc, whereas BYD works as well as your Tesla does in the (I assume) USA.

FewVariation901

Another problem with Tesla is that their leader picked a side that pissed of a lot of electric car buyers. That is why sales are collapsing in Europe. Its too expensive for asia where BYD will rule. It cannot survive with US sales alone which are also declining. Once federal tax credit goes away cars will become more expensive. I dont see a path to get explosive growth. People have already paid premium for it if sales decline further stock will crash. No leader asks for insane comp package like elmo.

FewVariation901

No, its culty. If BYD launches in US, tesla will shut down. The cars are good but overpriced for what they deliver. Their leader always dangles a carrot and hypes up the stock but the delivery doesnt match with the promise. Sam Altman just asked for a refund. He had paid $50k deposit for Roadster but they forgot about it. They made a big show with the demo then nothing.

Dizzy_Base_1774

If Tesla cars without steering wheels and pedals go into mass production next year, BYD will be in danger.

disisfugginawesome

BYD and Netflix will do a 10 for 1 split NOV. 14th

buried_lede

I don’t own BYD, I just think they make cars, trucks, trains , even phones, that people want

Affectionate_You_203

Check how much BYD loses on their cars and how much Tesla makes. BYD is also heavily subsidized by the communist Chinese party. The fact that Tesla is the only profitable EV company in the world doing it at scale should tell you all you need to know about this situation. BYD’s low cost hybrids are irrelevant when they don’t make money in them.

Melodic_692

The trick is not to short Elon directly, but back his competitors. This year I took long positions on Rocket Lab and BYD and made a fortune from both.

KaMaFour

I don't think this is a fair argument. Tesla sells 4 models of cars and one garbage bin. on the other hand BYD for example according to wikipedia currently sells 31 models and other manufacturers go even higher. Of course the sales are gonna be spreaded out over the lineup and concentrated into 1 model for Tesla. This is just the business decision they chose. Tesla Model Y is the most sold car but entire Tesla compared to sales of other companies is barely in top 10.

jensenskawk

🇨🇦 🇨🇳 deal tomorrow. Canadians can buy BYD EVs with maple syrup. 🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦

LBCkook

And this justifies their P/E how exactly? BYD has the market share in china. You guys claim Tesla isn’t a car company it’s a tech company. Okay, well Nvidia is the largest tech company and is sitting at 50 p/e, but somehow people like you try and justify a p/e of 300 for a company like Tesla. They aren’t the leader in self driving, that’s 100% Waymo, but even if they were google has a p/e of 25 and has far more going for it than Tesla. Most car companies are sitting at 10-15 p/e.. there is no justification for it and yet little fanboys like you just continue to try and defend it. The day that Tesla bag holders lose their shit will be an incredible day

SoulShatter

Yeah most likely within a few years. Most of Tesla's value is blind hype, so lack of progress on those fronts combined with a downturn in their primary business could very well start the downturn, especially with increased external pressure (ergo, financial crisis) They've been performing poorly in Europe for a while, in China BYD is just better. For the US, the EV Tax credit just ended, and they won't be able to pad their bottom line by selling Carbon Credits anymore. Carbon credits have been the only reason they haven't had losses a few quarters. The rest is hype segments with a lot of lofty promises and not much progress, and that have fundamental issues both in tech and business. It's funny how they went hard on being valued like a tech/AI company, but still allowed most of Tesla's AI capabilities to be looted by Musk's other private venture, xAI. Now the board wants the shareholders to let Tesla invest in xAI

Odd_String_3442

Holy, BYD Earnings are a disaster. Might be a Puts play for them and other EV companies as well (Except for Tesla of course, i aint touching that shit show). I see rough times in that market.

MikeDFootball

I was speaking with someone from Scotland. I asked about Tesla. He told me that politics don't matter, Tesla's are shit. Hyundai are superior and if you want a cheap electric you go with BYD. I think the big problem isn't necessary the Hitler salutes but that instead of working on making a good product, he is busy with Hitler salutes.

Electrical-Order1317

I invested in BYD now

fetus-wearing-a-suit

They are gaining huge traction in Mexico. I recently got an Uber that was a BYD Dolphin mini, it was a great car. Several ofher Chinese brands have entered Mexico but BYD and MG are definitely the winners. Both are now common sights in Mexican cities, with MG coming first but BYD quickly matched the pace.

fetus-wearing-a-suit

https://www.reuters.com/business/autos-transportation/byd-outsells-tesla-eu-second-month-stellantis-returns-sales-growth-2025-09-25/          Chinese EV maker BYD sold three times as many new cars in the European Union last month than in August 2024, surpassing U.S. competitor Tesla for the second consecutive month.

necessaryGood101

Source? As far as I know BYD is not picking up in Europe.

Ecstatic_Wheelbarrow

lol best selling model when they are being outsold by BYD with like 6 to 1 with total sales. [https://autovista24.autovistagroup.com/news/which-brand-won-the-battle-for-chinas-ev-market/](https://autovista24.autovistagroup.com/news/which-brand-won-the-battle-for-chinas-ev-market/)

Affectionate_You_203

But Reddit says they love BYD…

calmInvesting

If they allowed BYD to sell cars in North America or even other American, European and Japanese catch up in automated EV tech, Tesla will go poof before they could use this vast amount of data. Processing of big data requires time and for Tesla to live through time it require sustenance.

bjoerndal

Tesla will lose to BYD and similar. They cannot compete, even if tariffs continue, and Elon’s insane ofc

pibbleberrier

Which would still make BYD appropriate price/slight expensive. All traditional car manufacture trade at around the same PE for a reason Competition is great for consumer overall. By a byd if you can and like its product. But it’s ridiculous for someone to buy BYD stock thinking it’s going to be the next “tsla” or it’s going to one day overtake Tsla on a valuation based. You are investing base on emotion and not rationality. Which is not all that different from the Tsla fanboy but Tsla is actually stock that move base on emotion. BYD isn’t, like other car manufacture is extremely grounded to reality and BYD comes with additional geopolitical risk that other traditional car manufactures don’t have.

Affectionate_You_203

It’s because they are a newer company and they have multiple cheap really low cost models. Mostly hybrids. Tesla could probably do that too but it goes against their mission statement and doesn’t make sense for them even though short term it could make them more sales. Also BYD loses money on most of their lower cost hybrids. They get massive subsidies from the communist party of China because they’re trying to choke out other markets and establish dominance for the Chinese automotive industry. Once the other automakers go bankrupt they can raise prices. It’s like how Netflix operated at a loss for years and years in order to snuff out all the other streamers and as soon as the became the king without many competitors, they raised their prices and keep raising their prices. That being said, Tesla will have the economies of scale to do low 30s to mid 20’s starting price for budget EV’s sometime next year.

Big-Safe-2459

I’ll take the Honda. Also, there are about 4 BYD buses in the local ski parking lots. Doing some winter testing I guess. Meanwhile Elon is making silver dumpsters.

Oracularman

How? Chinese government has been stimulating BYD. The stock is down significantly.

Oracularman

Buffet pulled out of BYD investment completely.

Affectionate_You_203

Last month the Tesla model Y was the best selling car in Europe and also China. BYD only wins on cheaper models that are often hybrids. Tesla also had their best quarter ever last quarter and that was globally, not just in America. The last two years running, after each q4 sales push the model Y was the best selling car in America as well. Keep in mind when I’m saying best selling car in China and Europe and America I’m saying best selling car, not best selling EV. It’s outselling everything including gas cars.

bswontpass

BYD is indirectly owned by a totalitarian regime

pibbleberrier

Given that their CEO has no ambition for autonomous driving and their entire MO is a price war to the bottom. At about 12pe BYD is price appropriately (actually a bit high) as a car company. A low margin industry with out much room for imagination While BYD is solid otherwise. But It is not a competitor to TSLA who’s valuation is obvious beyond what they put as a “just another car manufacture” A fair value would put BYD at Toyota PE which means it’s has some ways to go down. The chart reflect this and it’s been down only since they hit last hit their ATH The entire world could drive BYD and the price of the stock would stay stagnant. People need to understand this when they compare BYD with TSLA.

SaltyPlantain1503

Drove in my friends BYD in London today. Beautiful car for £35K…

PapaVolatility

I think Tesla could fail as early as this week if Canada drops Chinese EV tariffs and brings in BYD to North America. If you are following the Ontario auto tariff issue / world series ad, this seems highly likely with Carney meeting with Xi in South Korea. IMO Ford sent that ad out because he knew Ontario building American cars was cooked... its also why US had such a strong response IMO ; its not the ad, its the auto sector.

TheLogicError

> Apple and Microsoft didn't invent the GUI operating system yeah you're right it was Xerox based in palo Alto, by another AMERICAN company Yeah they just are the most valuable companies and were firmly founded in America. > Inventing means nothing in capital markets. I never said it did, but all the companies, that you mentioned not only have significant inventions but were able to heavily capitalize on prior inventions and are so dominant in our everday lives. You bringing up BYD is laughable and i wasan't even bringing up Tesla but we can. Look at all the most influential companies today OpenAI, Anthropic, AMD, Intel, Nvidia, FAANG. They're all american.

Wizofsorts

I'm retiring to the Algarve in Portugal and will probably be buying a BYD Seal. Have a Model X over here.

Iwubinvesting

Google didn't invent the search engine. Apple and Microsoft didn't invent the GUI operating system. Amazon didn't invent online e-commerces. Facebook didn't invent social media. These companies made it easy and consumer friendly which drove growth and profits. Inventing means nothing in capital markets. What capital markets like are growing profits. The only reason BYD hasn't taken over US is because of 100% tariffs, even though it's much higher quality product with lower costs. The Chinese are rapidly creating high-quality stuff now at lowet costs. Past performance doesn't guarantee future results and it's silly to get overly emotional over facts. China is very different 10 years ago than today, and even more different than 20 years ago. Same with India and other rapidly growing markets.

buried_lede

BYD sales are up 400-percent in Europe and teslas are down.  BYD isn’t a personality cult with crappy trucks

trade_thriving

honestly I'm torn on this one. been holding TSLA for a while and that 360x P/E makes me nervous af 😅 I think your spot on about the stock basically being Elon's cult of personality. like without him hyping up robotaxis and mars missions every other week, what is Tesla really? just another car company that's losing market share to BYD and others but here's what bugs me - if they approve this $1T package, isn't that just rewarding him for basically holding the company hostage? feels like he's saying "pay me or I'll tank your investment" which is kinda messed up I've been wondering though... what if he's bluffing? where else would he go that gives him this level of control and worship? Twitter was a disaster and SpaceX doesn't need him tweeting about dogecoin every day might sell some calls before the meeting tbh. this whole situation screams volatility to me and I don't trust retail to price this rationally 🤷‍♂️

Xcentric7881

It's a good thesis. However, let's assume you're right and we get clarity and he stays. It's then the same management, same CEO, who constantly overpromise and under-deliver. I agree they are much more than a car company, but they are overly successful at much of the other stuff. There's some good vision there, but it's now tainted with his other political visions, and so becomes hard to see how they can deliver on such things. And so the gloss will wane..... I would expect it to pass as you do, and there to be a bit of a pump - but I then do think a decline is on the cards. No political patronage (the opposite, now), car business under severe pressure and likely to be even more so when Trump lets BYD in as a quid pro quo for rare earths, and fallout from failures ot deliver on promises and extreme politics. Good luck to you. and you may well time it right...... I'd not buy and hold, that's for sure.

PapaVolatility

Also, heads up if you own TSLA. If Canada ends up dropping EV tariffs, Canada might see BYD come to North America. I think this happens either Thursday or Friday in South Korea.

Same-Brilliant2014

BYD? Look up YouTube reviews they seem good

Substantial-Wing1226

>Chinese EVs aren't cheap Huh??? You are the one who said they are cheap >Just look at the BYD Shark (a Plug in Hybrid). A car like that would do fairly well in the US No, plug in and BEV pickups in the US did not sell well in the US, even when they were priced competitively and had tax credits available. Sorry, the market has spoken on this; you are just off base here.

starf05

Chinese EVs aren't cheap, in the meaning you would give it to that term (small, non comfortable and so on). They are good value for what you are looking for. They make basically whatever the local market wants. They would sell well in the US. Just look at the BYD Shark (a Plug in Hybrid). A car like that would do fairly well in the US. 

reddit_is_geh

Look at Chinese stocks. They actually exist within reality. Look at BYD, who sells MORE and generates more revenue than TSLA... Compare the two stocks. One is properly valued, the other is near 300 PE

lOo_ol

Give them the ability to purchase a brand new $14K BYD e2 straight from the manufacturer and watch how fast they adopt EVs.

Prize-Feature2485

That's because BYD sells cheap cars, ask anyone that live in China, Tesla or BYD? I swear the love for China is ridiculous in Reddit. Reddit loves China more than China people themselves. And I live in China for 8 months.

HelloIamGoge

Do you mean in the US? Because BYD sells more EVs than Tesla

CSATTS

You need to look at global market share changes and not just total sales to understand changes in consumer sentiment towards a company. Is Tesla still the largest EV manufacturer other than BYD? Definitely. But they've been losing market share to other EV makers. We can debate what is causing that, but it's still a more useful metric than total sales when judging a company's future.

mkzw211ul

Just get a BYD instead..... Oops, you can't in the USA because of trade barriers, isn't it?

ayashifx55

i would say BYD has way more chances because theres actually already BYD cars in Canada but they are only used by Taxi drivers.

Zeppu

I'm not an expert, but I know enough to know that what people want is BYD.

WallStreetInvestor98

BYD

FuckElonMuskkk

BYD moving into Canada. Thats gonna destroy us

reaper527

> Stop getting outclassed by BYD, Elon,then we can talk about 1T package you know the 1t package is incentive based, right? if the company is as bad as you say, he won't get 1t even if the plan is approved. if he actually gets the 1t, he 100% deserves it because it means tesla has grown 8x in the next 10 years and hit insane sales targets on all their products.

Medical-Analysis-554

Not down, a few % ahead of SPY but got there in an odd way. Was way up through April, including a lot of hot long positions like BYD and BABA, and some big dip buys at rock bottom. Up 2% since April, so I treaded water through most of the rally.

City_Standard

Stop getting outclassed by BYD, Elon,then we can talk about 1T package

No-Lettuce3564

But BYD taking me to the moon 

Affectionate_You_203

Look at apple, they have sunk down to 19% of the smartphone market. They’re doing just fine. As for BYD, Tesla beats them in sales in every price point they compete in. BYD only wins in hybrids and EVs that are cheaper builds. Tesla still had the best selling car in China last month with the model Y. Not the best selling EV, the best selling car period. They also had their best quarter globally for their last posted quarter. Not just in America but China and elsewhere too.

Eliouz

Every time I see a meme about BYND I misread it as about BYD and get scared that I just lost even more money

PSUVB

Purely looking at things through one metric is very silly. Outsized P/E means investors think US companies have potential to grow faster and more. Current values are relative to future predicted cash flows and the past 5-10 years have shown this to be a good bet. Tesla vs BYD is a good example. BYD is totally reliant on the Chinese Gov subsidizing their supply chain (the entire battery supply chain is basically funded by the CCP). As a former investor in China I can tell you first hand what happens when the CCP changes their priorities overnight. Tesla has much larger free cash flows (makes more money on each car even without subsidies), is ahead on AI by a large margin, has better adjacent businesses (huge growth in energy storage). Investors are not dumb they are looking at these tradeoffs and risks and they think Tesla is a better future bet. Your other examples are biased too as almost all of them are suppliers of US tech dev. TSMC and ASML are totally reliant on US tech growth and again you make the same mistake that because someone sells a lot of something that their margins will grow at the same rate as someone like AMD over the next 5 years. It is very expensive to build new Fabs (TSMC) and so as a pure play to capture future cash flows it is a less compelling case than someone like AMD.

zyganx

The problem is that they are valued like some software tech / AI company when they really aren’t and even if they “competed” with BYD their multiple would contract because it would be admitting what the truth is, they are a car and battery technology company

shwaynebrady

Elon is the reason an American car company has a P/E of 305. It’s FSD lacks behind Waymo, it’s EVs lack behind BYD, the EV credit is gone, It’s AGI is well behind every other leader and it’s physical space AI is behind Boston dynamics of 5 years ago. The battery tech is a joke compared to a dozen other Chinese companies. The reality is, without Elon, its share price would be 1/30th of what it is today and quite frankly that’s all the shareholders care about.

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 👨‍🍳📚).

banditcleaner2

Really sad too, because tesla does have immense potential under real leadership. Leadership that actually puts the incentives of tesla as a company, not a stock, first, and works to reverse the damage to tesla's reputation that elon has done. Tesla could really become a lockstep competitor with BYD under good leadership, but the board only cares about the short term share price so they can all cash out. Its sad, really.

seenasaiyan

Except BYD isn’t allowed to compete in the US because of Biden’s massive tariffs on Chinese EVs. Otherwise you’d see BYD and Xiaomi steadily eroding Tesla’s market share like they have in Europe.

Fwellimort

Last time I checked, International has amazing tech firms like BYD Auto, Samsung Electronics, Tencent, Bytedance (TikTok), TSMC, Alibaba, ASML. Also, you cannot tell me Netflix deserves over 45 PE with lowering operating margin forecasts, Tesla with 290 PE continuous losing overall.

kenypowa

You "compared" but didn't drive one? The one with FSD 13 or 14? You didn't test drive BYD Seal against Model 3? No wonder you wonder when the stock will crash.

SeniorVibeAnalyst

I want a framework of a deal that will enable me to buy a BYD in the USA

Electrical-Order1317

I like BYD but unfortunately we won’t see them here anytime soon.

brucebrowde

BYD all-vehicle sales were -6% YoY, but apparently [BYD BEV-only](https://cnevpost.com/2025/10/01/byd-sept-2025-nev-sales/) sales are +24% YoY: > Its passenger battery electric vehicle (BEV) sales totaled 205,050 units in September, rising 24.31 percent year-on-year and 2.74 percent month-on-month. Of course people said Tesla will be crushed for years and were wrong, but why do you think that statement will *never* become true?

Flipslips

BYD sales were down 6% YoY while Tesla was up 3% in September. BYD barely makes any money on their cars. Tesla makes an absolute ton. People have said Tesla would get crushed for years.