Bryan Bottarelli, Head Trade Tactician, Monument Traders Alliance
You know what I love about Wall Street?
They’re predictable as a Swiss watch when it comes to missing the obvious.
Case in point: While everyone’s obsessing over Tesla’s latest drama and Elon’s Twitter tantrums, the real EV story is playing out 7,000 miles away in China. And Wall Street just handed us the perfect entry point on a silver platter.
I’m talking about BYD Company (BYDDY) – the company that’s quietly eating Tesla’s lunch while nobody’s watching.
The Numbers Don’t Lie (But Wall Street Ignored Them Anyway)
Here’s what happened the other day that made my trader senses tingle:
BYD Company reported 379,000 passenger vehicles delivered. That’s a 14% jump year-over-year. In this tariff-twisted economy, that’s not just good – that’s spectacular.
But did Wall Street celebrate?
Hell no. They sold BYDDY off like it had the plague.
Why? Because Wall Street is never satisfied. They wanted 15%. They wanted 20%. They wanted BYD Company to cure cancer while delivering cars.
So they threw a tantrum and knocked the stock from over $100 back down to buying range.
Translation: Their impatience is our opportunity.
The Chinese Tesla That Actually Delivers
Let me paint you a picture of what BYD Company really is:
While Tesla’s busy cutting prices and laying off workers, BYD is the largest EV maker in China. Not the second largest. Not “one of the biggest.” THE largest.
Their cars? They look fantastic. I’m talking about vehicles that make Tesla’s lineup look like yesterday’s news.
And here’s the kicker – while Tesla struggles both here in the US and overseas, BYD Company is methodically taking market share bite by bite. |
