Tesla (TSLA) rival BYD (BYDDF) reported huge fourth-quarter full-year earnings early Monday.
BYD shares are up sharply in 2025 and sit near record highs.
Meanwhile, Tesla’s shares have been a big underperformer YTD.
At one point, Tesla looked like its leadership position in the EV market could never be touched.
Now, BYD is the world’s largest electric vehicle maker and becoming one of the world’s top automakers of any kind.
We talk about what the future holds for these two stocks in our special earnings watch party.
Topics covered include (copy of slides here):
- BYDDF vs TSLA – which stock to own.
- How strong is Tesla’s competitive advantage?
- Who will win the race for EV market domination?
- How much value should we give Tesla for Optimus robots, robo-taxis, solar panels, battery technology, Starlink, SpaceX, xAI, Neuralink, etc?
This is your chance to see how New Constructs tackles important issues—not a salesman posing as an analyst.
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This article was originally published on March 25, 2025.
Disclosure: David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.
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