Tesla ( TSLA ) and BYD Co. ( BYDDF ) are both fast-growing EV giants. While a lot of attention falls on startups such as Rivian Automotive ( RIVN ), Lucid ( LCID ), Nio ( NIO ), Xpeng ( XPEV ) and Li Auto ( LI ), as well as traditional automakers pushing into EVs, such as General Motors ( GM ) and Ford Motor ( F ), Tesla and BYD are setting the pace. X Both recently reported record deliveries and have huge expansion plans. Tesla Berlin and now Tesla Austin are starting deliveries. BYD is opening multiple…