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@thejefflutz Avatar @thejefflutz Jeff Lutz 🔋

BYD, a Chinese EV manufacturer, is facing challenges, with some analysts and investors expressing concerns about its financial health, channel inventory, and days payable outstanding (DPO). The company's struggles have been highlighted by its recent price cuts and comparisons to Tesla, which has a strong track record of execution and a diverse range of products. Meanwhile, Tesla continues to be praised for its innovative products, including its potential for robotaxi and humanoid robots, and its ability to maintain a competitive edge in the market.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXX% countries XXXX% automotive brands XXXX% finance XXXX% celebrities XXXX%

Social topic influence china #1947, $eose #22, tesla #852, rare earth #591, $tsla #490, trade war #98, elements #1035, nov #177, chips 0.28%, $56k XXXX%

Top accounts mentioned or mentioned by @elonmusk @tesla @sawyermerritt @garyblack00 @herbertong @bradmunchen @teslaboomermama @grok @farzyness @wholemarsblog @valueanalyst1 @teslaai @cryogenitalltd @cnbc @rohanspatel @doge @poweredbyeos @robotaxi @iliketeslas @chamath

Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) Tesla, Inc. (TSLA) Fluence Energy, Inc. Class A Common Stock (FLNC) Stellantis N.V. (STLA) Lithium Americas Corp. Common Shares (LAC)

Top Social Posts #

Top posts by engagements in the last XX hours

"For the XXXXXXX% of people that live outside of the Tesla / X bubble having Teslas available that cost $5-6K lower that still look just like the #1 and #2 selling EVs in the world is a good thing and will grow sales. You have to pass through reality distortion fields that lacks total common sense to think otherwise"
X Link @thejefflutz 2025-10-07T20:57Z 52.1K followers, 97.8K engagements

"I agree the official mofcom (official china) statements could be viewed as de-escalatory in light of POTUS social media posts on Friday they are asking to get back to the table"
X Link @thejefflutz 2025-10-12T03:23Z 52.1K followers, 12.9K engagements

"Hope @RapidResponse47 sees this interview 👀 USA mfg and EOS=Energy for AI"
X Link @thejefflutz 2025-09-18T19:10Z 52.1K followers, 15.3K engagements

"EOS zinc-bromide batteries appear to be completely insulated from these restrictions. Announced by Chinas Ministry of Commerce on October X 2025 the controlseffective November X 2025target exports of high-end lithium-ion batteries lithium cathode materials (e.g. those using nickel cobalt or manganese) artificial graphite anode materials and related processing technologies. These measures require export licenses and aim to protect Chinas dominance in EV and grid-storage supply chains amid escalating U.S.-China trade tensions. Key reasons for insulation: Non-Lithium Chemistry: Zinc-bromide"
X Link @thejefflutz 2025-10-11T18:32Z 52.1K followers, 2454 engagements

"Any thoughts on $EOSE and $FLNC price action moving together Feels like someone or some entity woke up and are moving that entire basket of US BESS plays as the next major bottleneck needing capital for AI infra build out Thanks for any feedback"
X Link @thejefflutz 2025-10-03T17:43Z 52.1K followers, 10.2K engagements

"No red CNBC BREAKING NEWS CHYRONS. top X global automaker. $STLA"
X Link @thejefflutz 2025-10-14T05:26Z 52.1K followers, 6764 engagements

"Classic Trump deal making. Leave or almost leave bride at the alter. China and US were very close to a S Korea meeting EOM and potential staging of a grand bargain. Exit or threaten to exit near the end to stretch for a better deal China also positioning themselves"
X Link @thejefflutz 2025-10-10T20:07Z 52.1K followers, 16.7K engagements

"No immediate action a few weeks to sort this out"
X Link @thejefflutz 2025-10-10T20:53Z 52.1K followers, 26.4K engagements

"$EOSE: STIFEL DOUBLES PRICE TARGET TO $XX ON AI DEMAND"
X Link @thejefflutz 2025-10-15T10:51Z 52.1K followers, 4584 engagements

"ALL POSTS ABOUT TRADE AND CHINA MUST BE IN ALL CAPS NOW"
X Link @thejefflutz 2025-10-14T05:14Z 52.1K followers, 17.4K engagements

"Verified Truth Social post from the @POTUS"
X Link @thejefflutz 2025-10-12T16:53Z 52.1K followers, 66.9K engagements

"The key takeaway $EOSE is energy for AI. Well done @JoeMastrangelo8"
X Link @thejefflutz 2025-09-18T18:18Z 52.1K followers, 18.5K engagements

"Yeah probably but we need a deal"
X Link @thejefflutz 2025-10-12T05:30Z 52.1K followers, 12.3K engagements

"Why is congress paid during a government shutdown"
X Link @thejefflutz 2025-10-13T04:10Z 52.1K followers, 13.5K engagements

"26.3 inbound on the Cybertruck from 20.5"
X Link @thejefflutz 2025-07-22T05:28Z 52.1K followers, 2.5M engagements

"@1CoastalJournal @markoinny But theres no liquidity trading equities over the weekend Am I missing something"
X Link @thejefflutz 2025-10-12T18:07Z 52.1K followers, XXX engagements

"@arkive_tech Wrong about what What have you been right about"
X Link @thejefflutz 2025-10-07T20:05Z 52.1K followers, 1305 engagements

"Leaving this right here"
X Link @thejefflutz 2025-10-14T13:19Z 52.1K followers, 95.2K engagements

"@MeghanMcCain @ABC He should be fired tonight"
X Link @thejefflutz 2025-10-12T23:07Z 52.1K followers, 3332 engagements

"Meanwhile the US tariffed solar 250-3500% and removed any incentives to purchase it in the US in the BBB 🙄 unbelievable 🤦🏻♂"
X Link @thejefflutz 2025-07-10T09:41Z 52.1K followers, 105.6K engagements

"Products are started and killed all the time based on changing market dynamics and geopolitical forces amongst many other reasons. To say someone is lying means they knew everything at the time and said the opposite vs typical 20-30% of projects in concept that get scrapped along the way none of us know what really happened and Im not claiming to know either. But if you call that lying then every other CEO must be lying too based on that definition as projects are scrapped all the time between the concept/definition phase and launch"
X Link @thejefflutz 2025-10-07T20:14Z 52.1K followers, 4563 engagements

"Good reminder So important in these times $TSLA"
X Link @thejefflutz 2025-10-11T03:11Z 52.1K followers, 77.4K engagements

"@FirstSquawk No rare earths or lithium ion in $EOSE batteries. Tesla & EOS make great solutions"
X Link @thejefflutz 2025-10-12T17:22Z 52.1K followers, 11.2K engagements

"$TSLA could be up XXX% on the day and CNBC will parade Mark Fields out to tell you everything thats wrong with Tesla and everything thats right with legacy auto (and Rivian)"
X Link @thejefflutz 2025-10-02T14:27Z 52.1K followers, 29.3K engagements

"Well AI chips chip making equipment & ethanol are certainly needed by China lol"
X Link @thejefflutz 2025-10-12T03:49Z 52.1K followers, 12.4K engagements

"The great Cooking Oil 18min bear market of 2025 Jawboning from both sides leading up to the EOM F2F meeting. Carry on"
X Link @thejefflutz 2025-10-14T20:05Z 52.1K followers, 16.3K engagements

"NO RARE EARTHS JUST REGULAR WIDELY SUPPLIED EARTHS EOS Energys zinc-bromide flow batteries (Eos Z3) do not rely on critical rare earth elements (REEs) that are subject to Chinas export restrictions. The batteries primarily use five low-cost abundant materials: zinc bromine titanium oxide carbon plastic and water-based electrolytes. Heres a breakdown: No Rare Earths in Core Chemistry: Zinc and bromine the primary active materials are not classified as rare earths. Zinc is widely mined in the U.S. (e.g. Alaska Missouri) and globally with no significant dependence on China. Bromine is extracted"
X Link @thejefflutz 2025-10-11T18:32Z 52.1K followers, 6479 engagements

"👀 Tesla real world AI 🤯"
X Link @thejefflutz 2025-10-08T06:20Z 52.1K followers, 31K engagements

"Literal cut and paste from April comms how did that turn out panicans"
X Link @thejefflutz 2025-10-14T04:35Z 52.1K followers, 13.6K engagements

"@BarackObama Would have been cool to credit the US leadership"
X Link @thejefflutz 2025-10-09T18:13Z 52.1K followers, 13.3K engagements

"@TeslaBoomerMama BYD has a large components business with several electronics OEMs and does some assembly. This has been this case with Apple off and on and sporadically since 2009"
X Link @thejefflutz 2025-10-15T00:52Z 52.1K followers, 2195 engagements

"$EOSE exhausted at $14"
X Link @thejefflutz 2025-10-13T14:45Z 52.1K followers, 15.3K engagements

"Im wondering if this sees the light of day on CNBC as GM (accused Tesla killer and the #2 EV seller in the US) are basically telling you theyre not growing EV. They may even be taking EV capacity out through this and other impairments"
X Link @thejefflutz 2025-10-14T13:06Z 52.1K followers, 14.3K engagements

"Take the export controls off on both sides and get serious . Innovate faster and spend more supporting the entire ecosystem for power AI and mfg. Period. Outsmart and outspend Right Fn now"
X Link @thejefflutz 2025-10-11T19:57Z 52.1K followers, 12.1K engagements

"Regarding China Lithium Ion / Graphite Export Controls Nov 8: My guess is like with rare earths even at their worst peak of turmoil in April/May companies like Tesla with strong footholds in mfg in China and great government relationships will get their licenses for battery grade materials. They also have well managed pockets of safety stock and are far ahead on US / USMCA sourcing for local production. It will just be another choke point to have to deal with and another tracking mechanism for leverage by the ccp"
X Link @thejefflutz 2025-10-11T18:40Z 52.1K followers, 10.2K engagements

"BATTERY 🔋 SUPPLY IS A NATIONAL SECURITY ISSUE $EOSE $TSLA"
X Link @thejefflutz 2025-09-23T20:26Z 52.1K followers, 41.5K engagements

"@asymmetry292 Agreed Good call out. You could add FLNC in that grouping too"
X Link @thejefflutz 2025-10-11T03:01Z 52.1K followers, 1051 engagements

"$EOSE battery: No rare earths or lithium ion or other critical raw materials under this Nov 8th China NEW export control. This is a huge positive for @PoweredByEos but really needs to be resolved for the US more broadly (cont below) 👇"
X Link @thejefflutz 2025-10-11T18:32Z 52.1K followers, 43.5K engagements

"China added export controls on lithium and graphite. If POTUS wishes to raise China tariffs $EOSE is fine and actually advantaged in this case w/greater than XX% US sourcing and XXX% assembly no lithium"
X Link @thejefflutz 2025-10-10T16:13Z 52.1K followers, 62.3K engagements

"$EOSE call out for AI data center ramp PT more than DOUBLED to $XX see below"
X Link @thejefflutz 2025-10-15T11:17Z 52.1K followers, 4833 engagements

"Happy to receive a responsibly test new FSD releases from @Tesla_AI if there is availability Excited about V14.1.1"
X Link @thejefflutz 2025-10-12T18:56Z 52.1K followers, 14K engagements

"Nah. Flip off export controls on both sides and lets go mano y mano we have to innovate faster the panic protectionism will not work. They are getting chips anyway and we will solve rare earths in about two years"
X Link @thejefflutz 2025-10-12T23:04Z 52.1K followers, 12.7K engagements

"Notice all of the guests on TV like ex-Ford CEO Mark Fields and ex-Tesla sales lead and GM board member Jon McNeil will try and spook you about Tesla reg credits going away to zero (theyre not) or the $7500 credit going away but say nothing about the new Federal tax deduction for interest paid on a car loan (much greater impact for consumers) of a US made vehicle. Tesla makes XXX% of their vehicles sold in the US in US factories. They also conveniently gloss over about $2B of working capital FG draw down (FCF). Theyre either illiterate or crooked possibly both. The CNBC producers conveniently"
X Link @thejefflutz 2025-10-03T19:47Z 52.1K followers, 44.1K engagements

"These platformed low IQ takes are getting old. China is and will crush us on power which means theyll crush us on AI if we dont ramp gridscale batteries to store and peak shave multiple forms of energy generation"
X Link @thejefflutz 2025-10-11T20:16Z 52.1K followers, 35.3K engagements

"Ok this is the GROK release and its exceptional Low latency immersive audio useful & I signed into Grok in my other car and was already signed in here. Seamless high quality experience. You can tell this was built by one team essentially and it will only improve . $tsla"
X Link @thejefflutz 2025-07-22T23:05Z 52.1K followers, 2.5M engagements

"They do this literally every other year. Every new major model launches a standard version a few months later. Im not sure why anyone is making such a big deal one way or another about it . Every extension launch from a model base has some amount of cannibalization so not sure that is news either"
X Link @thejefflutz 2025-10-07T18:37Z 52.1K followers, 12.6K engagements