BYD

BYDDY

6 tracked calls · 6 long · 0 short · last 90d: 2L/0S

first called by All-In Podcast 6mo ago

BYDBYDDYLONG1w ago

“Chinese consumers are just buying Chinese cars... people are very frequently choosing local options and they have a lot of national pride in China around buying local at this point”

TBPN

Chinese consumers are ditching European imports for local cars out of national pride, handing domestic brands over 70% of the passenger vehicle market.

BYDBYDDYLONG@ $11.37

$11.70+2.91%

since call Jul 20

peak +5.9%

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BYDBYDDYLONG1mo ago

“BYD started in Shenzhen, to execute an arbitrage: reverse engineer Japanese battery manufacturing processes and replace all of the expensive automation with…”

Not Boring

BYD's vertical battery supply chain makes it the world EV leader, a compounding component edge.

BYDBYDDYLONG@ $11.92

$11.70-1.82%

since call Jun 2

peak +2.9%

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BYDBYDDYLONG4mo ago

“You've added many more partners including BYD.”

All-In Podcast

BYD joins Nvidia's self-driving partner roster, riding China's robotics/EV supply-chain dominance

BYDBYDDYLONG@ $13.22

$11.70-11.51%

since call Mar 19

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BYDBYDDYLONG5mo ago

“China is extremely competitive in manufacturing. So, um, I think there's going to be a massive flood of Chinese vehicles and other, basically, most…”

Dwarkesh Podcast

China will utterly dominate manufacturing, EVs, and energy absent a US robotics breakthrough

BYDBYDDYLONG@ $11.46

$11.70+2.10%

since call Feb 5

peak +4.4%

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BYDBYDDYLONG6mo ago

“if you go into many parts of the third world, you begin to see BYD... All over the rest of the world. We we don't see it, but it's unbelievable.”

All-In Podcast

BYD quietly running the table across the third world and Mexico while the US barely notices

BYDBYDDYLONG@ $12.90

$11.70-9.33%

since call Jan 23

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BYDBYDDYLONG6mo ago

“BYD, a lot of these Chinese companies are actually penetrating deeply everywhere. These capable companies have all the features and functionality and they're…”

All-In Podcast

China BYD floods global auto with cheap capable cars; US wins only if it solves AI-driven low-cost manufacturing

BYDBYDDYLONG@ $12.66

$11.70-7.56%

since call Jan 14

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