| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| BYD | ×1 | LONG | HIGH | $83.88 | Consumer | BYD's vertical integration and massive R&D investment (120,000 engineers, 52 patents per day) enable faster innovation, cost control, and resilience to supply chain shocks, positioning it to dominate globally and beat competitors like Tesla. | Apr 24 | YOUTUBE |