According to @garyblack00, Tesla’s October global volumes are down an estimated 30-35% year over year, challenging the bull narrative that pivots to unsupervised autonomy and humanoid robots instead of core EV execution, source: @garyblack00. According to @garyblack00, over 70% of TSLA profits still come from EVs and BYD is the only other automaker profitably scaling EVs, underscoring that fundamentals remain EV-centric, source: @garyblack00. According to @garyblack00, autonomous ride‑sharing is a commodity business where Chinese leaders such as Baidu, Pony.ai, and WeRide are already delivering roughly 450,000 paid fully autonomous rides per week and plan to license their tech broadly, source: @garyblack00. According to @garyblack00, most sell‑side models assign less than 5% of 2030 revenue to robotaxi and almost none to humanoid robots, making TSLA’s 200x+ forward P/E difficult to justify in a crowded autonomy market, source: @garyblack00. According to @garyblack00, traders should consider downside multiple risk for TSLA and potential relative strength in China AV‑exposed names like BIDU while monitoring spillover to high‑beta risk sentiment including BTC and ETH during TSLA headline volatility, source: @garyblack00.

According to @CNBC, BYD bid Warren Buffett’s Berkshire Hathaway an unfazed farewell and said selling is normal. Source: CNBC tweet on 2025-09-27 https://www.cnbc.com/2025/09/27/byd-warren-buffett-berkshire-hathaway.html CNBC did not disclose shares, price, timing, or remaining stake, so liquidity impact and position sizing cannot be determined from the source. Source: CNBC tweet on 2025-09-27 https://www.cnbc.com/2025/09/27/byd-warren-buffett-berkshire-hathaway.html The communication tone is calm and unfazed as described, with no further corporate guidance provided in the source. Source: CNBC tweet on 2025-09-27 https://www.cnbc.com/2025/09/27/byd-warren-buffett-berkshire-hathaway.html CNBC did not mention any cryptocurrency market implications. Source: CNBC tweet on 2025-09-27 https://www.cnbc.com/2025/09/27/byd-warren-buffett-berkshire-hathaway.html

According to @CNBC, Berkshire Hathaway has fully exited its profitable stake in BYD, the Chinese EV maker originally bought on Charlie Munger’s recommendation. According to @CNBC, the move confirms a complete divestment and ends Berkshire’s exposure to the Chinese auto name. According to @CNBC, the post did not provide details on the timing or proceeds of the sale.

According to @paoloardoino, Toyota, BYD, and Yamaha dealerships in Bolivia are accepting USDT for vehicle purchases, with the post displaying the tagline 'Tu vehiculo en dolares digital'. Source: @paoloardoino (Sep 21, 2025). The post describes USDT as 'the digital dollar for hundreds of millions in the emerging markets,' highlighting claimed merchant adoption that traders may view as supportive for stablecoin liquidity and LATAM on-off-ramp activity. Source: @paoloardoino. The message is a social media claim without attached dealership confirmations or integration details, so any trading response around USDT flows in Bolivia should await official statements from the named brands or Tether channels. Source: @paoloardoino.