[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.]

![aspin_rock Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1799899967571521536.png) AspinRock [@aspin_rock](/creator/twitter/aspin_rock) on x XXX followers
Created: 2025-07-16 17:05:28 UTC

Completely agree — competition’s heating up, and scaling will be the real test. Tesla’s lead is strong, but challengers like $BYD and legacy automakers are moving fast. 

From an $ASP perspective - we’re tracking how capital allocation and tech maturity affect long-term leadership in the EV space.

Who do you think has the edge on global scale — the disruptors or the incumbents?


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945530235409035296/c:line.svg)

**Related Topics**
[asp](/topic/asp)
[$1211hk](/topic/$1211hk)
[byd](/topic/byd)
[$asp](/topic/$asp)
[$byd](/topic/$byd)
[boyd gaming](/topic/boyd-gaming)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)

[Post Link](https://x.com/aspin_rock/status/1945530235409035296)