Herbert Ong
Search documents
X @Herbert Ong
Herbert Ong· 2025-12-16 03:31
Michael and @RonBaronAnalyst from Baron Capital break down why long-term investing still wins.They talk ETFs, decades of growth since 1982, big bets on Tesla and SpaceX, and why a future SpaceX IPO could be huge.This is conviction investing, not short-term trading. $TSLA https://t.co/U248fPadHW ...
X @Herbert Ong
Herbert Ong· 2025-12-16 01:40
🚨 Wedbush analyst Dan Ives says Nvidia and Tesla are the clear leaders in “physical AI.”He believes Tesla’s work in FSD, robotaxis, and Cybercabs puts the company at the center of the AI revolution, even as the auto industry struggles.@DivesTech sees a path for $TSLA to reach a $2–3 trillion market cap by 2026–2027. 🚀 ...
X @Herbert Ong
Herbert Ong· 2025-12-15 22:00
RT Mark Newton CMT (@MarkNewtonCMT)$TSLA made a new 2025 high close today with its close above $468.37. https://t.co/XW54gpjWXmMost won't take the time to look at Weekly charts which show base building since 2021, but important that this bullish pattern from 12/17/24 peaks will have made a roundtrip to the same exact level in one-year's timeWhile US markets might require another couple days given recent consolidation, TSLA has taken the lead in being the first of the "Mag 7" to make new 2025 highs today & v ...
X @Herbert Ong
Herbert Ong· 2025-12-15 21:24
Technical Feasibility & Applications - The industry confirms gas/hybrid vehicles can achieve high levels of autonomous driving (SAE Level 4 or 5), though less common than EVs [1] - Autonomy primarily relies on sensors, computing hardware, and software, making the powertrain (gas, hybrid, or electric) secondary [2] - Waymo's initial robotaxi fleet used hybrid Chrysler Pacifica minivans for years [2] - Retrofit kits exist to add autonomy to existing gas/hybrid vehicles for Level 4 operation in defined areas [3] EV Dominance & Advantages - Autonomous systems consume significant power (up to 2-3 kW continuously), which EVs handle efficiently [4] - Electric motors provide instant, precise torque control, ideal for autonomous maneuvers, while gas engines have inherent delays [5] - EVs offer lower "fuel" (electricity) and maintenance costs, plus easier centralized charging for robotaxi fleets [5] - EVs have fewer moving parts, meaning less downtime for high-utilization robotaxis [5] - Companies target zero-emission goals, making gas/hybrids less desirable due to tailpipe pollution [6] Market Outlook & Trends - In the short term, gas/hybrids will continue supporting autonomy in personal cars (Level 2-3) [7] - Long-term, EVs will dominate full driverless robotaxis due to economic advantages [8] - Niche paths for gas/hybrids exist in trucking/logistics or retrofits for specific uses [8] - Ford expects a massive $195 billion write-down related to its EV investments and has lost $13 billion on its EV business since 2023 [9]
X @Herbert Ong
Herbert Ong· 2025-12-15 15:13
Slowly, then all at once.. $TSLACern Basher (@CernBasher):Only 0.145% of the US population know what's coming... https://t.co/zxLEdhlCJa ...
X @Herbert Ong
Herbert Ong· 2025-12-15 14:01
Market Cap Projection - Tesla is projected to reach a $2 trillion market capitalization by 2026 [1] - In a bullish scenario, Tesla's market cap could reach $3 trillion by the end of 2026 [1] Key Growth Drivers - Autonomous driving and robotics are expected to be significant growth drivers for Tesla heading into 2026 [1] - The integration of AI is anticipated to play a crucial role in Tesla's growth [1]
X @Herbert Ong
Herbert Ong· 2025-12-15 13:57
With Tesla so close to unsupervised robotaxis and Waymo now operating in 5 cities with plans to double next year, big investors are paying attention!@WaltLightShed explains that self-driving is still early and misunderstood, but it can make travel safer, cheaper, and more efficient, and change how we live and work! $TSLA ...
X @Herbert Ong
Herbert Ong· 2025-12-15 01:43
RT nextbigfuture (@nextbigfuture)Congratulations to Francois who will be on the list of famously wrong "subject matter experts"Thomas Watson, IBM Chairman (attributed quote from 1943): "I think there is a world market for maybe five computers."Ken Olsen, President and Founder of Digital Equipment Corp (DEC) (1977): "There is no reason anyone would want a computer in their home."Steve Ballmer, Microsoft CEO (2007): "There's no chance that the iPhone is going to get any significant market share. No chance. It ...
X @Herbert Ong
Herbert Ong· 2025-12-15 01:33
RT DesiTesla (@ambreesh7)Don't forget those who stuck to you in hard times, especially the long term Tesla investors (I am an investor since 2013) When all the financial institutions ran away from you we ran towards you. All we are asking for is a small stake in SpaceX @herbertong @TeslaBoomerPapa @TeslaBoomerMama @elonmusk $tsla @aelluswamy @CernBasher @wholemars ...