Quick thread on #NIODay from this weekend, the effect it is having on $TSLA, $BYDDF, $QS, $LAZR, $NVDA, CATL, and what is to come.

The NIO ET7 boasts 621mi range (150kWh battery) for $70k-$80k & Level 3 autonomy. This prices right in-between Model 3 SR+ & base Model S.

2/ $TSLA is down -6% today, largely on this news. Not surprising, but TSLA bulls aren't flinching from this. NIO ET7 isn't really expected to hit the roads until late next year–enough time for Tesla to refresh S/X & boost pack size, TSLA bulls think.

$NIO is up 8.5% today.

3/ BYD (1211 HK) was up 6.7% in China on Monday partially on the news of its surprise unveiling this morning of 3 new "super hybrid" models (PHEV): Qin PLUS DM-i, Song PLUS DM-i, & Tang DM-i.

$BYDDF is up 3.5% today

4/ BYD is also benefiting from #NIODay, as investors are excited about NIO ET7 specs, but it is still at least a year out. More investors are discovering BYD & how far ahead it is TODAY. BYD Han in particular already looks similar to NIO ET7...

$BYDDF $BYDDY

5/ ...and you can buy a Han today for only $32k. Lots of investor attention has been brought to BYD Blade battery, as well.

More on BYD here: https://t.co/rbiX4sZtdN

https://t.co/SYLpij5dTe

$BYDDF $BYDDY