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Tesla (TSLA) in Focus: New 'Ex-Elon' ETFs Spark Reddit Debate as BYD Flexes EV Tech Muscle on July 11, 2026

Tesla (TSLA) was a top-15 ticker on Reddit on July 11, 2026, driven by a new ETF that excludes Elon Musk companies and a BYD roadshow showcasing its battery technology.

  1. New ETFs, $SPNE and $QQNE, launched to track major indices while excluding Tesla and SpaceX, sparking debate on r/stocks about investor sentiment toward Elon Musk.

  2. BYD showcased its battery and charging technology on a 15,000km journey from Rome to Hong Kong, highlighting its sales volume advantage over

    TSLA
    $TSLA.

  3. Reddit discussion around

    TSLA
    $TSLA remained highly engaged, with 404 comments and a bullish sentiment score of 0.63.

New 'Ex-Elon' ETFs Stir the Pot on r/stocks

The most prominent Reddit discussion surrounding

TSLA
$TSLA on July 11 came from a post on r/stocks about two new ETFs:
SPNE
$SPNE and
QQNE
$QQNE. These funds are designed to track the S&P 500 and Nasdaq 100, respectively, but explicitly exclude companies associated with Elon Musk—namely
TSLA
$TSLA and SpaceX. The post, which garnered 105 upvotes and 50 comments, linked to a Morningstar article questioning whether the products are a gimmick. The discussion reflected a segment of retail investors who are seeking to separate their index exposure from Musk's corporate influence, a theme that has gained traction in recent months.

While the ETFs themselves are a new product, the underlying sentiment is a continuation of a broader narrative around corporate governance and CEO personality risk. The post's TLDR captured the mood: "Rejoice everyone can feel better about themselves." This suggests that for some investors, the ability to invest in the broader market without

TSLA
$TSLA is a feature, not a bug.

BYD's Global Roadshow Puts Pressure on
TSLA
$TSLA

On r/wallstreetbets, a post about BYD's ongoing 15,000km journey from Rome to Hong Kong drew significant attention. The Chinese EV giant is using the trip to showcase its high-performance batteries and superfast charging technology, with a fleet of upgraded Denza Z9GT vehicles. The post highlighted that BYD's sales volume is now double that of

TSLA
$TSLA, even though
TSLA
$TSLA still commands a higher market valuation. This juxtaposition is a recurring point of contention among retail investors, who debate whether
TSLA
$TSLA's premium is justified by its technology lead, brand, or autonomous driving ambitions.

The BYD roadshow serves as a tangible reminder of the competitive pressure

TSLA
$TSLA faces in the global EV market. While
TSLA
$TSLA remains a dominant force in the U.S. and has a strong brand, BYD's aggressive expansion and technological demonstrations are keeping the narrative of intensifying competition alive on Reddit.

TSLA

Sentiment and Engagement

Despite the mixed signals from the two primary discussion threads, overall Reddit sentiment toward

TSLA
$TSLA on July 11 was notably bullish, with a sentiment score of 0.63. The ticker ranked 15th overall by score, with 8 posts, 404 comments, and 426 upvotes. The high engagement relative to the number of posts suggests that the discussions were substantive and drew in a large number of participants.

Sentiment: 63% bullish, 25% bearish, 12% neutral.

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