BYD Guts Tesla During Quarterly Report, Dismantling Musk’s House of Cards in Broad Daylight…

Somewhere in Texas, Elon Musk is walking around barefoot, muttering BYD the same way Jerry Seinfeld mutters “Newman”. Translation: BYD just walked into the first quarter earnings season with blood on its hands and a body count. Tesla’s, specifically.

(Source: Giphy) 

In short, the Shenzhen-based automaker posted a net profit of $1.3 billion—double what it made a year ago—while Tesla, the once-untouchable emperor of EVs, collapsed into a sad $409 million quarterly profit, down a nauseating 71%. On revenue, BYD clocked $23.5 billion, while Tesla, gasping for air, came in at $19.3 billion.

Now, let’s all just understand what exactly is happening here. BYD isn't just beating Tesla. It's gutting it, leaving it twitching on the side of the road, and stepping over the carcass without even slowing down. Musk's house of cards, built on vibes, Twitter polls, and the occasional functioning car, is being dismantled piece by piece by a Chinese automaker that still isn't even allowed to sell in the U.S. That may be harsh, but this is the path this story is heading towards.

(Source: New York Post) 

For instance, Tesla’s vehicle shipments fell 13% this quarter. BYD, on the other hand, is up 60%, pushing nearly a million cars out the door. But it’s not just volume. BYD has declared a price war in China, the largest auto market in the world, offering its “God’s Eye” autonomous system as a standard feature at… *checks note*... no extra cost. Oh, and five minute charging is now standard. Meanwhile, Tesla’s been caught flat-footed with an aging lineup and a CEO who is busy making federal budgets look as gutted as Tesla’s profits. 

(Source: Reuters) 

Of course, the media will tell you Tesla still has the edge on software. But here’s the thing, the Chinese government has already started cracking down on overhyped "autonomous" marketing claims after a fatal crash, neutering the very advantage Tesla fans cling to like a security blanket. BYD, being smarter and faster than pretty much anyone in Palo Alto right now, pivoted immediately to selling safety over software. Turns out Chinese consumers don’t want a car that might play Russian roulette with their lives just because Elon promised "full self-driving" five years ago and hasn’t delivered jack. 

(Source: Giphy) 

To be fair, Musk has promised he’ll “refocus” on Tesla once his “First Buddy” gig ends (which should be around May 30th), but by then it might not matter. BYD is already exporting to Europe, Mexico, South America—basically everywhere that isn’t fortified by Trump’s tariffs. Meaning, if you still think Tesla’s the future of EVs, well, you may be living in a timeline that may not exist anymore. Right now, BYD is running the table.

Now sure, Elon could redirect Tesla, and Tesla could kneecap BYD with whatever trick Elon may or may not have up his sleeve. However, as of right now BYD has the upper hand simply because it’s busy building cars people actually want. While Tesla, on the other hand, is building excuses. Obviously, only time will tell how this story ends, but regardless don’t let love blind you here. Do what you will with this information and place your bets accordingly, friends. Musk is smart, and he’s proven he can win the most impossible battles. Let’s just hope he can do the same here. Until next time, friends… 

P.S. Oh, I’m sorry, I didn’t know you liked getting rekt. Let’s face it, retail investors get the short end of the stick all day everyday. It’s the smart money’s world, and we are just living in it–only useful when it comes to liquidity purposes in the market. Meaning, if you’re as pissed off as I was when I found out Milli Vanilli was lip syncing the whole time, then it’s time to go from investing blind, to investing smart. Luckily for you, the key is right here as a Stocks.News premium member. Click here to see exactly how our premium members are printing while others quake in the face of today’s market chaos. 

Stocks.News holds positions in Tesla as mentioned in the article.