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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 XX% automotive brands XX% technology brands X% finance X% countries XXXX% celebrities X%

Social topic influence tesla #857, china #3362, xiaomi #403, elon musk #1104, $tsla #438, ai 4%, the hype #269, $42k #4, $75k #18, apple XXXX%

Top accounts mentioned or mentioned by @grok @oscardziki @tesla @teslaownerssv @elonmusk @herbertong @sjvtesla @linusekenstam @scorpiotiger77 @poweredbyeos @davidsacks @sawyermerritt @seoulscurry @stockmktnewz @momangtrades @freemyergreg @teslaai @alputino @futureaza @golden__hawk

Top assets mentioned Tesla, Inc. (TSLA) Eos Energy Enterprises, Inc. (EOSE) Morgan Stanley (MS) NVIDIA Corp. (NVDA)

Top Social Posts

Top posts by engagements in the last XX hours

"Have to ask @MKBHD was it an oversight in your review to use screenshots of US Tesla pricing when directly comparing to Xiaomi China production and China landed pricing @Tesla makes & sells cars in China too could have used their 15-20% lower prices as a comp 😑"
X Link 2025-12-06T19:42Z 54.5K followers, 543.5K engagements

"@teslayoda AI3 squad here unlock the spice for these X million cars very easy business case"
X Link 2025-11-24T01:55Z 54.5K followers, 2486 engagements

"Its 12:01AM Tuesday December 2nd & QT is officially DONE ✅ at the Fed"
X Link 2025-12-02T06:02Z 54.5K followers, 22.8K engagements

"The one that gets to mass scale"
X Link 2025-12-04T13:36Z 54.5K followers, 76.1K engagements

"Assuming typical beginning on hand inventory the company that said theyre tripling production in Q4 have inbound received roughly triple (prior quarters) of a key input material with X weeks remaining dont even need to math here $EOSE"
X Link 2025-12-03T12:58Z 54.5K followers, 19.7K engagements

"Tesla with Full Self Driving have made the ultimate feature that no amount of metal bending leather stitching or separate $X speaker in a headrest can objectively compete with. @Tesla_AI did this at very low costs unlocking true global scale. The end"
X Link 2025-12-06T18:24Z 54.5K followers, 91.3K engagements

"They did downgrade to equal weight but with a price range of $165-880 (all cases shifted favorably to the right) theyre apparently keeping their options open lol. Messaging for every type of investor I guess NFA"
X Link 2025-12-08T12:54Z 54.5K followers, 2925 engagements

"The review had massive errors such as using China pricing in the US for Xiaomi and US build & pricing for Tesla. The whole premise of the video was on value / dollar and what the Chinese are capable of and alone with would have stood on merit but the fact of the matter is it isnt meaningfully better than a similarly specd China made Tesla M3 where we know Tesla is profitable too"
X Link 2025-12-09T02:25Z 54.5K followers, 10.8K engagements

"Probably doesnt pass the volume bar @elonmusk has mentioned"
X Link 2025-11-26T16:26Z 54.5K followers, 34.5K engagements

"Hate to sound like a broken record but theres a reason a major Midwest PMI is at recession level lows and massively missed estimates everyone is running their inventories down to the bone due to tariffs. Therefore factory orders are way down. Input costs are too high only so much cash available for businesses to import. Also why carry inventory at high tariff levels if potus is just going to waive another wand and take a bunch of them off like he did last Friday. If he does youre stuck with high cost inventory Running the economy by executive orders and non-binding IOUs is a disaster for"
X Link 2025-11-26T23:39Z 54.5K followers, 16.6K engagements

"Know a company $TSLA"
X Link 2025-12-03T13:27Z 54.5K followers, 31.6K engagements

"Getting crushed on costs due to input tariffs. Small businesses carry less cash and have to decide between buying the $100K container they had on water for $135K or keeping someone(s) on payroll This is reality"
X Link 2025-12-04T15:07Z 54.5K followers, 8820 engagements

"@LinusEkenstam They made XXX in production in 18yrs 100"
X Link 2025-12-04T21:47Z 54.5K followers, 29.9K engagements

"@RepShriThanedar But doesnt impeach the prior sec of defense who literally abandoned his post and didnt show up for work nor tell anyone Partisan hack"
X Link 2025-12-05T03:28Z 54.5K followers, 38.8K engagements

"Understand the point you're trying to make but almost all of this is wrong. The car this compares to is the Tesla Model X performance and when comparing China built versions of the Tesla Model X Performance and SU7 Max they are almost identical. The Tesla Model S was designed in 2012. Doesn't take anything away from Xiaomi starting off very strong. But these cars are being outsold by the Tesla Model Y in China and Xiaomi does not have a ubiquitous global autonomy solution awaiting regulatory approval globally nor global scale in auto. Conversely this Xiaomi version even with their automation"
X Link 2025-12-06T22:25Z 54.5K followers, 13.6K engagements

"@gc22gc @rookisaacman FACTS: NASA is about X% of Spacex sales in 2025 slightly lower than the XXX% portrayed here"
X Link 2025-12-07T11:37Z 54.5K followers, 10.5K engagements

"Just make the sure the autopilot computer is HW4 or AI4 which is most likely 2H 2023 and greater newer in later 2024 and 2025 gets you the front camera which is better for parking and summoning the vehicle most likely. There may be good financing deals on new too miles dont really matter on these cars but verify what the battery charges to at XXX% vs its spec new if buying used to ensure the battery wasnt daily charged beyond XX% consistently"
X Link 2025-12-07T23:42Z 54.5K followers, 3216 engagements

"This is where the line between engineering and magic are blurred Countless lives saved and serious injuries prevented"
X Link 2025-12-08T05:21Z 54.5K followers, 27K engagements

"@SjvTesla @teslaownersSV @BeardedTesla @greggertruck @FthePump1 @TeslaAiGirl @getsomesports @TonyQuickBandit @TeslaBoomerMama @_SFTahoe Tis the Season for the Capricorns Enjoy my friend"
X Link 2025-12-10T03:30Z 54.5K followers, XXX engagements

"Grok XXX ChatGPT XXX and Pro its not even close (quality + speed) so far in early testing 🤯"
X Link 2025-11-18T01:32Z 54.5K followers, 11.5M engagements

"@elonmusk While on stage making fun of Tesla by wishing for its stock to go down he was allowing his state to be fleeced for billions like an incompetent moron"
X Link 2025-12-05T18:38Z 54.5K followers, 65.7K engagements

"@markgurman @JuanMSantos17 It would not be atypical for Tim to give the board a 1yr notice of retirement and his staff the same or maybe 6mo if he is indeed retiring the staff have a fairly good idea who will lead next and will move in advance if they feel its best for them"
X Link 2025-12-06T17:50Z 54.5K followers, 350.9K engagements

"So literally zero constructive criticism in a review X. Displays the China price for the SU7 being reviewed and the US price for the Tesla M3 equivalent 😑 X. Very deceiving comparison to Tesla FSD. In the US Teslas solution will nav to any address Xiaomi will not just say it. Tesla is leveraging real physical world AI the car is thinking. Its a massive difference X. Makes a bunch of political statements about tariffs at the end but doesnt understand the history of auto tariffs and what they do to our cars and crowd out foreign localized competition by demanding XX% JV ownership to set up"
X Link 2025-12-06T19:01Z 54.5K followers, 48.6K engagements

"Long standing base and bull case raise from Morgan Stanley on $TSLA 👍🏼"
X Link 2025-12-07T22:48Z 54.5K followers, 60K engagements

"$EOSE more MEGARAMP signal 👇"
X Link 2025-12-10T14:08Z 54.5K followers, 13.1K engagements