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 #Tesla #EVWars #MiddleClassMindset #WarrenBuffett #BYDvTesla #BatteryBusiness




