Herbert Ong

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Herbert Ong· 2025-07-25 14:49
Tesla just dropped its first-ever video of FSD (Supervised) testing on the streets of London 🇬🇧 $TSLAhttps://t.co/Bc5CiauVrp ...
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Herbert Ong· 2025-07-25 00:32
RT Amy (@_SFTahoe)UPDATE:It’s all happening!! Don’t mess with Tesla Retail investors!!We have two confirmed shareholders that will be submitting our Tesla Shareholder Proposal requesting an Investment in xAI!! 🔥🔥We will meet the 7/31 deadline for this Shareholder proposal to appear on Proxy Statement for shareholder vote and approval at the upcoming annual meeting.Proposal Draft Text in post below. @tesla @TeslaBoomerMama @robyndenholm @IraEhrenpreis @jgebbia @kimbal @elonmusk ...
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Herbert Ong· 2025-07-24 23:42
🚨Keith Fitz-Gerald on $TSLA:"Betting against Mr. Musk is like betting against Steve Jobs.Calling Tesla a car company now is overrated.”https://t.co/5mAO6XKfqh ...
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Herbert Ong· 2025-07-24 14:18
🚨 Morgan Stanley's Adam Jonas just dropped a new note on Tesla Q2 2025 Earnings Report! 👇 $TSLA https://t.co/4IgQrAl1s1 ...
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Herbert Ong· 2025-07-24 14:06
🚨 Cantor Fitzgerald reaffirms Overweight on $TSLA with a $355 price target after a “mild” Q2Revenue and gross margins beat expectations, but free cash flow missed by ~$200M.Still bullish on key catalysts: cheaper EVs, CyberCab (2026), FSD rollout in China, and Optimus production ramp in 2026.Link: https://t.co/zxVnMfssM8 ...
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Herbert Ong· 2025-07-24 13:23
Market Trends & Deliveries - Tesla's delivery drivers are influenced by factors like the $7,500 credit [1] - Model Y demand in China is a significant factor [1] - Potential for accelerated EV sales in the near future [1] Margin & Cost - Analysis of Tesla's margin trends [1] - Possibility of a cheaper Tesla variant [1] Future Technologies - CyberCab and Optimus have the potential to disrupt the market [1]
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Herbert Ong· 2025-07-24 11:57
🚨 Wedbush’s Dan Ives: “Musk is driving AI future and autonomous worth $1 trillion to the story.”$TSLADan Ives (@DivesTech):We would be buyers on any Tesla weakness. This is an AI story and the autonomous and robotics future is the future. Deliveries under near term pressure…but Musk is driving AI future and autonomous worth $1 trillion to the story. That’s our bull thesis and focus for Tesla🔥🏆🐂 ...
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Herbert Ong· 2025-07-23 23:51
Elon Musk: "We expect to have Dojo 2 operating in scale sometime next year with scale being somewhere around 100,000 H100 equivalents."$TSLA https://t.co/xpzYaUGmmd ...
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Herbert Ong· 2025-07-23 23:14
🚨 Elon Musk Just Dropped BOMBSHELLS on Tesla Q2 Earnings Call00:00 Q2 Highlights: Big Wins for $TSLA00:37 Expanding Autonomous Ride-Hailing04:44 Tesla Diner and Autopilot Updates07:06 Optimus Robot Development19:25 Q&A: Robotaxis and FSD24:58 Shareholder Proposals and Voting27:04 Dojo and AI Advancements29:41 Analyst Questions Begin29:56 Robotaxi Business KPIs40:18 FSD Subscription Trends and Pricing Strategy 44:48 Lower-Cost Model and Affordability ...
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Herbert Ong· 2025-07-23 22:07
Elon Musk: Optimus 3 is an exquisite design in my opinion and will be the biggest product ever. The design is finally the right one. It has all the degrees of freedom you need.We'll have prototypes in 3 months and start production at the beginning of next year. Within the next 5 years, we'll be producing 100k Optimus robots per month.$TSLA ...