Kyle Hagee

What I think is really interesting about BYD, it's not just about the technology, but this also illuminates the kind of geopolitical trade uncertainties as well. Kim Sung-tae, an executive at the Korea Battery Industry Association, said, quote, Our companies will maintain their dominance in the U.S.

market as long as the IRA, the Inflation Reduction Act, is maintained, referring to Biden-era legislation, which excluded electrical vehicle tax credits to Chinese car companies. And so you don't see a lot of BYDs in the U.S. because of the trade. Any. Yeah. Any because of the trade regulations. However, they are taking over the world.

market as long as the IRA, the Inflation Reduction Act, is maintained, referring to Biden-era legislation, which excluded electrical vehicle tax credits to Chinese car companies. And so you don't see a lot of BYDs in the U.S. because of the trade. Any. Yeah. Any because of the trade regulations. However, they are taking over the world.

market as long as the IRA, the Inflation Reduction Act, is maintained, referring to Biden-era legislation, which excluded electrical vehicle tax credits to Chinese car companies. And so you don't see a lot of BYDs in the U.S. because of the trade. Any. Yeah. Any because of the trade regulations. However, they are taking over the world.

And so that will be really interesting to see how it plays out with tariffs and trade uncertainty only increasing.

And so that will be really interesting to see how it plays out with tariffs and trade uncertainty only increasing.

And so that will be really interesting to see how it plays out with tariffs and trade uncertainty only increasing.

Yeah, you're spot on. I mean, those stats you read a lot. China sends more vehicles abroad than any other country. Its passenger car exports surged nearly 20% to 4.9 million in 2024 alone. And so I think we're seeing global influence of China. through car exportation only increase. And it'll be really interesting to see how that plays out.

Yeah, you're spot on. I mean, those stats you read a lot. China sends more vehicles abroad than any other country. Its passenger car exports surged nearly 20% to 4.9 million in 2024 alone. And so I think we're seeing global influence of China. through car exportation only increase. And it'll be really interesting to see how that plays out.

Yeah, you're spot on. I mean, those stats you read a lot. China sends more vehicles abroad than any other country. Its passenger car exports surged nearly 20% to 4.9 million in 2024 alone. And so I think we're seeing global influence of China. through car exportation only increase. And it'll be really interesting to see how that plays out.

The other thing is, going back to the technology, the self-driving technology that BYD has and is enabling everyone who buys a BYD car to get is also putting pressure on Tesla, where you actually have to pay for that feature.

The other thing is, going back to the technology, the self-driving technology that BYD has and is enabling everyone who buys a BYD car to get is also putting pressure on Tesla, where you actually have to pay for that feature.

The other thing is, going back to the technology, the self-driving technology that BYD has and is enabling everyone who buys a BYD car to get is also putting pressure on Tesla, where you actually have to pay for that feature.

Yeah, the stock price is down 42%, nearly 42% this year. It originally rose a bit due to Musk's relationship with President Trump. That has been nearly wiped out this year. The other thing that's concerning for Tesla, some data from morning consults, their favorable and unfavorable ratings, it used to be pretty wide. People really had a positive, rosy view of Tesla.

Yeah, the stock price is down 42%, nearly 42% this year. It originally rose a bit due to Musk's relationship with President Trump. That has been nearly wiped out this year. The other thing that's concerning for Tesla, some data from morning consults, their favorable and unfavorable ratings, it used to be pretty wide. People really had a positive, rosy view of Tesla.

Yeah, the stock price is down 42%, nearly 42% this year. It originally rose a bit due to Musk's relationship with President Trump. That has been nearly wiped out this year. The other thing that's concerning for Tesla, some data from morning consults, their favorable and unfavorable ratings, it used to be pretty wide. People really had a positive, rosy view of Tesla.

Now, according to in January 2025, 35% of people have a favorable view of and 30% have an unfavorable view. So that gap has really, really shrunk, and the brand has become less rosy in the eyes of a lot of consumers. So a falling stock price, a falling brand, it is probably a crisis at Tesla.

Now, according to in January 2025, 35% of people have a favorable view of and 30% have an unfavorable view. So that gap has really, really shrunk, and the brand has become less rosy in the eyes of a lot of consumers. So a falling stock price, a falling brand, it is probably a crisis at Tesla.

Now, according to in January 2025, 35% of people have a favorable view of and 30% have an unfavorable view. So that gap has really, really shrunk, and the brand has become less rosy in the eyes of a lot of consumers. So a falling stock price, a falling brand, it is probably a crisis at Tesla.

Yeah. And we I mean, we have some like maybe unforced errors at Tesla. But going back to the stock of the week, BYD, the competition is also increasing. So there's a lot of pressure from all directions to Tesla.