Mastodawn

BYD isn't just beating Tesla - it's humiliating them:

Some quick numbers:

BYD → $107B revenue, growing 27% YoY. 
TSLA → $98B revenue, growing 1% YoY.

BYD sold 4M EVs in 2024 that is 2x of what Tesla sold.

Yet Tesla’s valued at $900B. and BYD just at $160B.

Either BYD 10x-es from here... Or Tesla gets cut in half. Or in fact even both.

Markets love narratives. But eventually…numbers win.

BYD isn't just beating Tesla - it's humiliating them:

Some quick numbers:

BYD → $107B revenue, growing 27% YoY. 
TSLA → $98B revenue, growing 1% YoY.

BYD sold 4M EVs in 2024 that is 2x of what Tesla sold.

Yet Tesla’s valued at $900B. and BYD just at $160B.

Either BYD 10x-es from here... Or Tesla gets cut in half. Or in fact even both.

Markets love narratives. But eventually…numbers win.

BYD isn't just beating Tesla - it's humiliating them:

Some quick numbers:

BYD → $107B revenue, growing 27% YoY. 
TSLA → $98B revenue, growing 1% YoY.

BYD sold 4M EVs in 2024 that is 2x of what Tesla sold.

Yet Tesla’s valued at $900B. and BYD just at $160B.

Either BYD 10x-es from here... Or Tesla gets cut in half. Or in fact even both.

Markets love narratives. But eventually…numbers win.

BYD isn't just beating Tesla - it's humiliating them:

Some quick numbers:

BYD → $107B revenue, growing 27% YoY. 
TSLA → $98B revenue, growing 1% YoY.

BYD sold 4M EVs in 2024 that is 2x of what Tesla sold.

Yet Tesla’s valued at $900B. and BYD just at $160B.

Either BYD 10x-es from here... Or Tesla gets cut in half. Or in fact even both.

Markets love narratives. But eventually…numbers win.

BYD isn't just beating Tesla - it's humiliating them:

Some quick numbers:

BYD → $107B revenue, growing 27% YoY. 
TSLA → $98B revenue, growing 1% YoY.

BYD sold 4M EVs in 2024 that is 2x of what Tesla sold.

Yet Tesla’s valued at $900B. and BYD just at $160B.

Either BYD 10x-es from here... Or Tesla gets cut in half. Or in fact even both.

Markets love narratives. But eventually…numbers win.