Jul. 2 at 9:45 PM
$BYDDF 24-month buildout on new factories... 3x new factories coming online in the next 24 months (mix of repurposed and new assets). BYD will overtake the competition WITHOUT firing a SINGLE shot in the US market. My thesis? They'll buy a US automaker in the next 36 months, gain a foothold, and then bye-bye US auto industry, becoming niche makers of US-market-only IC pickup trucks (everyone else is going electric). This is a long game the US will certainly lose, as the damage Trump is doing now will not be seen until late 2029 or early 2030, which sets up the next POTUS to lose the election, even if she/he brings world peace.