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Herbert Ong· 2025-09-19 09:15
🚨 Baird upgrades Tesla to Outperform, raising PT to $548 (from $320) 🚀“We now expect shares to Outperform as $TSLA is increasingly viewed as the leader in physical AI,” Kallo said.“Relatively muted stock reactions following a series of less-than-stellar quarters and investor inbounds regarding long-term initiatives lead us to believe focus has increasingly shifted to the future for TSLA,” analyst Ben Kallo said in a Friday note.Link: https://t.co/zI9GjpekjP ...
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Herbert Ong· 2025-09-19 00:19
🚨 JUST IN: Tesla Optimus AI team lead, Ashish Kumar, is leaving Tesla to join Meta as a research scientist.$TSLA https://t.co/xOf4qwi7xDAshish (@ashishkr9311):Decided to leave Tesla.It's been an incredible ride leading the Optimus AI team. We went all-in on scalable methods — swapping the classical stack with reinforcement learning & scaling dexterity by learning from videos.AI is the most significant bit to unlock humanoids. ...
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Herbert Ong· 2025-09-18 18:28
Industry Trend - Datacenter power is projected to transition towards solar energy and battery storage solutions [1]
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Herbert Ong· 2025-09-18 16:14
RT Yun-Ta Tsai (@YunTaTsai1)Your votes decide the future of autonomy and sustainable abundance. ...
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Herbert Ong· 2025-09-18 00:33
Full interview: https://t.co/uo5II968yiThe All-In Podcast (@theallinpod):Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement, and much more(0:00) Introducing Uber CEO Dara Khosrowshahi(0:59) Uber’s self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution(8:14) How https://t.co/rY6eB0zzjY ...
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Herbert Ong· 2025-09-18 00:32
🚨 Uber CEO Dara Khosrowshahi on his best pitch to Elon Musk for 100k Robotaxis:“If you want to maximize revenue today, Uber is your ticket. The market’s big enough for multiple winners, we’d love to partner.”$TSLA $UBERvia @allinsummit https://t.co/MNdqLeP88R ...
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Herbert Ong· 2025-09-17 22:48
Sign-ups are now open for a chance to attend @Tesla’s 2025 Annual Shareholder Meeting on Nov 6. 🚀 $TSLASign up here: https://t.co/wFSuEQT1eH https://t.co/67DY6CD10s ...
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Herbert Ong· 2025-09-17 21:28
Tesla has filed theDefinitive Proxy!Tesla shareholders you should be able to vote as soon as your broker sends you the control number and process info.Sawyer Merritt (@SawyerMerritt):Tesla has just filed its final (definitive) 2025 Proxy Statement, which means shareholders will now be able to vote on Elon's 2025 performance based pay package proposal, Tesla investing in xAI, etc.Keep an eye out in the coming days for information from your brokerage on https://t.co/u1Q1muwGdS ...
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Herbert Ong· 2025-09-17 18:00
Elon Musk Goes FULL War Time CEO Mode https://t.co/jpGn6oBlKk ...
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Herbert Ong· 2025-09-17 13:52
Regulatory Impact - China officially bans tech firms from buying Nvidia chips [1] - The Cyberspace Administration of China directs companies including ByteDance and Alibaba to terminate their testing and orders of the RTX Pro 6000D [1] - The fresh ban is stronger than the earlier guidance from regulators that focused on the H20, the previous version of Nvidia's China-tailored AI chip [2] Company Statement - Nvidia CEO Jensen Huang said the U S and Beijing "have larger agendas to work out" [1]