Nov. 11 at 11:01 AM
Tesla-
$BYDDY Dynamics:
Boost for
$HOLO?
Tesla & BYD compete fiercely—BYD outsold Tesla in Q3 2025 EVs by 85K units, dominating China/Europe. But they collaborate: BYD supplies Blade Batteries for
$TSLA Model Y in Europe since 2023.Enter
$HOLO: Partners with BYD for holographic CMS, LiDAR, & AI in EVs (13.4% of HOLO's 2024 revenue).
If Tesla-BYD ties deepen (e.g., broader alliance proposed in Mar 2025), BYD's growth could spike HOLO demand, potentially lifting shares 20-50% on hype.