[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@thejefflutz Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::770102124382449664.png) @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: XXXXX [#](/creator/twitter::770102124382449664/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::770102124382449664/c:line/m:interactions.svg)

- X Week XXXXXXX +5.50%
- X Month XXXXXXXXXX +339%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXXX +242%

### Mentions: XX [#](/creator/twitter::770102124382449664/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::770102124382449664/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +12%
- X Months XXXXX -XX%
- X Year XXXXX +5.30%

### Followers: XXXXXX [#](/creator/twitter::770102124382449664/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::770102124382449664/c:line/m:followers.svg)

- X Week XXXXXX +0.11%
- X Month XXXXXX +2.20%
- X Months XXXXXX +14%
- X Year XXXXXX +69%

### CreatorRank: XXXXXXX [#](/creator/twitter::770102124382449664/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::770102124382449664/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[automotive brands](/list/automotive-brands)  XXXXX% [stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[tesla](/topic/tesla) #647, [china](/topic/china) #2798, [xiaomi](/topic/xiaomi) #332, [ai](/topic/ai) 5.48%, [$tsla](/topic/$tsla) #298, [tariffs](/topic/tariffs) 2.74%, [carry](/topic/carry) 2.74%, [the hype](/topic/the-hype) #196, [$75k](/topic/$75k) #13, [apple](/topic/apple) XXXX%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@oscardziki](/creator/undefined) [@tesla](/creator/undefined) [@teslaownerssv](/creator/undefined) [@elonmusk](/creator/undefined) [@sjvtesla](/creator/undefined) [@linusekenstam](/creator/undefined) [@herbertong](/creator/undefined) [@poweredbyeos](/creator/undefined) [@davidsacks](/creator/undefined) [@sawyermerritt](/creator/undefined) [@seoulscurry](/creator/undefined) [@stockmktnewz](/creator/undefined) [@momangtrades](/creator/undefined) [@teslaboomermama](/creator/undefined) [@electricfelix](/creator/undefined) [@alputino](/creator/undefined) [@teslaalgo](/creator/undefined) [@golden__hawk](/creator/undefined) [@wobble_gb](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Morgan Stanley (MS)](/topic/morgan-stanley) [Li Auto Inc. (LI)](/topic/li-auto)
### Top Social Posts
Top posts by engagements in the last XX hours

"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](https://x.com/thejefflutz/status/1996597171869589796)  2025-12-04T15:07Z 54.5K followers, XX 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](https://x.com/thejefflutz/status/1997362991868575999)  2025-12-06T17:50Z 54.5K followers, 350.7K engagements


"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](https://x.com/thejefflutz/status/1997391235841958039)  2025-12-06T19:42Z 54.5K followers, 543.1K 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](https://x.com/thejefflutz/status/1996783671370719248)  2025-12-05T03:28Z 54.5K followers, 38.8K 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](https://x.com/thejefflutz/status/1997380920995946692)  2025-12-06T19:01Z 54.5K followers, 48.4K engagements


"Long standing base and bull case raise from Morgan Stanley on $TSLA 👍🏼"  
[X Link](https://x.com/thejefflutz/status/1997800388880417230)  2025-12-07T22:48Z 54.5K followers, 59.9K 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](https://x.com/thejefflutz/status/1997814029176160299)  2025-12-07T23:42Z 54.5K followers, 3214 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](https://x.com/thejefflutz/status/1997012807871590562)  2025-12-05T18:38Z 54.5K followers, 65.5K 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](https://x.com/thejefflutz/status/1997371589424275690)  2025-12-06T18:24Z 54.5K followers, 91.2K 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](https://x.com/thejefflutz/status/1998013427059405188)  2025-12-08T12:54Z 54.5K followers, 2908 engagements


"@teslayoda AI3 squad here unlock the spice for these X million cars very easy business case"  
[X Link](https://x.com/thejefflutz/status/1992773919158517883)  2025-11-24T01:55Z 54.5K followers, 2486 engagements


"Probably doesnt pass the volume bar @elonmusk has mentioned"  
[X Link](https://x.com/thejefflutz/status/1993717911643664613)  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](https://x.com/thejefflutz/status/1993827080581071139)  2025-11-26T23:39Z 54.5K followers, 16.6K engagements


"Its 12:01AM Tuesday December 2nd & QT is officially DONE ✅ at the Fed"  
[X Link](https://x.com/thejefflutz/status/1995735398601908450)  2025-12-02T06:02Z 54.5K followers, 22.8K engagements


"Just facts $TSLA"  
[X Link](https://x.com/thejefflutz/status/1995860753228988846)  2025-12-02T14:20Z 54.5K followers, 24.1K engagements


"lol its actually even lower at home off peak in much of the country"  
[X Link](https://x.com/thejefflutz/status/1996070209648779457)  2025-12-03T04:13Z 54.5K followers, 8971 engagements


"Know a company $TSLA"  
[X Link](https://x.com/thejefflutz/status/1996209716343849437)  2025-12-03T13:27Z 54.5K followers, 31.6K engagements


"The one that gets to mass scale"  
[X Link](https://x.com/thejefflutz/status/1996574241882354062)  2025-12-04T13:36Z 54.5K followers, 76.1K engagements


"I had no idea about this UI shortcut @Tesla"  
[X Link](https://x.com/thejefflutz/status/1996584259117621284)  2025-12-04T14:15Z 54.5K followers, 34.8K engagements


"@LinusEkenstam They made XXX in production in 18yrs 100"  
[X Link](https://x.com/thejefflutz/status/1996698020239286749)  2025-12-04T21:47Z 54.5K followers, 29.8K engagements


"The US government is turning their attention and money printer to humanoids and the only US company proven capable of making one at scale is Tesla. The government should focus less on the OEMs just clear roadblocks for them & focus more on supply chain enablement tbh"  
[X Link](https://x.com/thejefflutz/status/1996953628532240638)  2025-12-05T14:43Z 54.5K followers, 11.7K engagements


"The unit economics wont work in the US at $60/hr labor unless the US gov decides they want to subsidize tiny cars lol. EOM"  
[X Link](https://x.com/thejefflutz/status/1996955918500565473)  2025-12-05T14:52Z 54.5K followers, 9786 engagements


"Now graph profitability and profitable time in market. Youll see Chinese companies spinning up and down rapidly. Only Tesla possibly Xiaomi and Li Auto have sustainable business trajectories. Anyone can splash the market and stuff channels. Same will go for global expansion. What many of them do in China does not scale with localized production globally. Again Xiaomi may crack that as they did w/smartphone but there is no one in smartphone or EV w/100% share or even dominant share nor will there be"  
[X Link](https://x.com/thejefflutz/status/1997367838731038767)  2025-12-06T18:09Z 54.5K followers, XX engagements


"@gc22gc @rookisaacman FACTS: NASA is about X% of Spacex sales in 2025 slightly lower than the XXX% portrayed here"  
[X Link](https://x.com/thejefflutz/status/1997631490608279808)  2025-12-07T11:37Z 54.5K followers, 10.4K engagements


"@SjvTesla @teslaownersSV @BeardedTesla @greggertruck @FthePump1 @TeslaAiGirl @getsomesports @TonyQuickBandit @TeslaBoomerMama @_SFTahoe Tis the Season for the Capricorns Enjoy my friend"  
[X Link](https://x.com/thejefflutz/status/1998596223767568669)  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](https://x.com/thejefflutz/status/1990593827502240249)  2025-11-18T01:32Z 54.5K followers, 11.5M 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](https://x.com/thejefflutz/status/1998217311535169935)  2025-12-09T02:25Z 54.5K followers, 10.7K engagements