11–20 of 378 posts
Earlier quoted context omitted.
BYD is not, despite the press, really very big in Europe (though it is in a couple of individual countries, notably Spain). Europe-wide, Geely, the Chinese manufacturer that everyone forgets about, is actually bigger: https://eu-evs.com/marketShare/ALL/Groups/Bar/All-time-by-Qu...
The graph linked doesn’t have BYD sales, how curious
Good. Seems like the sales decline will reach the US eventually too. Even Toyota is coming out with compelling EV products this year. Tesla came from nowhere, developed essentially one world-dominating product (lumping the 3 and Y together), then the CEO basically ruined everything. Imagine Tesla with a "normal" CEO and marketing department. They would have a bunch of different trims and options for the 3/Y, a redesi…
Of course, with a P/E ratio of over 381
Given less than stellar sales how come TSLA stock is not far below all times high and 15% higher than a year ago? Investors still expect some miracle?
Earlier quoted context omitted.
The graph linked doesn’t have BYD sales, how curious
They're not common enough to qualify.
BYD uses aggressive discounts in bid to make Germany its leading European market - https://www.autonews.com/byd/ane-byd-discounts-germany-sales... - February 17th, 2026
China's BYD Overtakes Ford in Global Sales for the First Time - https://finance.yahoo.com/news/chinas-byd-overtakes-ford-glo... - February 12th, 2026
BYD's European registrations surge 270% in 2025 while Tesla slips 27% - https://cnevpost.com/2026/01/27/byd-european-registrations-s... - Jan 27th, 2026
BYD Sold Nearly Three Times As Many Cars As Tesla In Europe - https://www.carscoops.com/2025/11/byd-sold-nearly-3-times-as... - November 26th, 2025
The size of BYD's factory - https://news.ycombinator.com/item?id=42228138 - November 2024 (615 comments)
Many have argued that Musk's shift to far-right politics is responsible for some of this decline -- and it certainly makes some sense -- but I wonder if the cause and effect are being conflated. If Musk were aware that Tesla was going to lose this much ground due to factors beyond his own mismanagement, including the threat of Chinese imports and a widespread shift away from EVs due to a right-populist sentiment swin…
That’s a rather tortured logical contortion. Isn’t it simpler to assume that he honestly holds the views he says he holds?
It doesn't mean I believe he's a hapless victim of larger trends. Just that I consider it possible.
Earlier quoted context omitted.
BYD is not, despite the press, really very big in Europe (though it is in a couple of individual countries, notably Spain). Europe-wide, Geely, the Chinese manufacturer that everyone forgets about, is actually bigger: https://eu-evs.com/marketShare/ALL/Groups/Bar/All-time-by-Qu...
The graph linked doesn’t have BYD sales, how curious
Good. Seems like the sales decline will reach the US eventually too. Even Toyota is coming out with compelling EV products this year. Tesla came from nowhere, developed essentially one world-dominating product (lumping the 3 and Y together), then the CEO basically ruined everything. Imagine Tesla with a "normal" CEO and marketing department. They would have a bunch of different trims and options for the 3/Y, a redesi…
TSLA market cap is 1.29 trillion today. Of course, with a P/E ratio of over 381
Earlier quoted context omitted.
They're not common enough to qualify.
200% YoY growth in Europe. Surpassed Ford in global auto sales, selling only EVs. Largest private employer in China. EV printer go brrr. BYD uses aggressive discounts in bid to make Germany its leading European market - https://www.autonews.com/byd/ane-byd-discounts-germany-sales... - February 17th, 2026 China's BYD Overtakes Ford in Global Sales for the First Time - https://finance.yahoo.com/news/chinas-byd-overtake…
VW AG sold 750k BEVs in Europe last year: https://www.volkswagen-group.com/en/press-releases/volkswage... (see the PDF).
Not saying that BYD is completely irrelevant, but the media overplays them. Presumably because BYD vs Tesla is an interesting narrative, even if the actual figures have both of those as small players in BEVs (at least for cars; BYD _is_ quite big in electric buses), with the real race being between VW AG and Stellantis. VW AG vs Stellantis is a painfully boring narrative.
Given less than stellar sales how come TSLA stock is not far below all times high and 15% higher than a year ago? Investors still expect some miracle?
Tesla seems basically priced based on hype, rather than anything relating to its actual business.