Herbert Ong
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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 $2–3 trillion market cap by 2026–2027. 🚀 ...
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Herbert Ong· 2025-12-15 22:00
RT Mark Newton CMT (@MarkNewtonCMT)$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 ...
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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]
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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 ...
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Herbert Ong· 2025-12-15 14:01
Dan Ives: "We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026"$TSLA 🚀Dan Ives (@DivesTech):Heading into 2026 this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026...as the AI chapter takes hold at TSLA🍿🔥🏆🐂 @elonmusk ...
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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 ...
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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 ...
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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 ...
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Herbert Ong· 2025-12-14 22:48
RT Herbert Ong (@herbertong)Exclusive interview with Walt Piecyk!TSLA investors and anyone tracking the robotaxi race should watch this.Walt breaks down why legacy auto won’t partner with Tesla or Waymo, and why Uber’s recent moves actually make sense once you see the strategy.He’s a founding partner at LightShed Partners, advising institutional investors on autonomy and robotaxis. This is how the smart money is thinking.@WaltLightShed ...