[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.]  Mike [@MikeLongTerm](/creator/twitter/MikeLongTerm) on x 8461 followers Created: 2025-07-17 00:40:05 UTC It is very difficult to make good and reliable EVs like @Tesla $TSLA. Tesla is the only company I trust. VinFast will probably fail. They are better off doing this with BYD or Tesla partnership. They would actually be breaking even sooner. VinGroup CEO, Pham Nhat Vuong just casually popped out $1.4B questionable personal loan to support VinFast operation until 2026. It is really unsustainable. Same thing with $GRAB, $TSLA stops lowering price, and focus on value and the best products it can offer to Chinese consumers. During 2023, at first Xanh would go give extra X% discount straight from $GRAB APP to steal market shares, that led to $4B-$5B Cash burn from both Xanh and VinFast. In Vietnam, Xanh is growing, but if you become GrabUnlimited member, $GRAB is way superior in all services(20-30% discount). GrabMart(Grocery) alone should give us XX% growth in 2026. Most of the time, people choose to cook at home more. More food merchants are on $GRAB than Xanh. UI is much better and smoother. XXXXX engagements  **Related Topics** [$14b](/topic/$14b) [$1211hk](/topic/$1211hk) [byd](/topic/byd) [vinfast](/topic/vinfast) [$tsla](/topic/$tsla) [tesla](/topic/tesla) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/MikeLongTerm/status/1945644639366586502)
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Mike @MikeLongTerm on x 8461 followers
Created: 2025-07-17 00:40:05 UTC
It is very difficult to make good and reliable EVs like @Tesla $TSLA. Tesla is the only company I trust. VinFast will probably fail. They are better off doing this with BYD or Tesla partnership. They would actually be breaking even sooner.
VinGroup CEO, Pham Nhat Vuong just casually popped out $1.4B questionable personal loan to support VinFast operation until 2026. It is really unsustainable.
Same thing with $GRAB, $TSLA stops lowering price, and focus on value and the best products it can offer to Chinese consumers. During 2023, at first Xanh would go give extra X% discount straight from $GRAB APP to steal market shares, that led to $4B-$5B Cash burn from both Xanh and VinFast.
In Vietnam, Xanh is growing, but if you become GrabUnlimited member, $GRAB is way superior in all services(20-30% discount). GrabMart(Grocery) alone should give us XX% growth in 2026. Most of the time, people choose to cook at home more. More food merchants are on $GRAB than Xanh. UI is much better and smoother.
XXXXX engagements
Related Topics $14b $1211hk byd vinfast $tsla tesla stocks consumer cyclical stocks bitcoin treasuries