Herbert Ong
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Herbert Ong· 2025-09-27 14:00
Product & Technology - Tesla discusses FSD v14 in detail [1] - Cyber Cab insights are shared [1] - Tesla Bot speculation is present [1] - FSD and driving are discussed [1] Events & Announcements - Major Tesla news is announced [1] - Shareholder meeting updates are provided [1] Future Outlook - Catalysts and predictions are made [1] - Meeting expectations are addressed [1]
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Herbert Ong· 2025-09-27 13:18
🚨 Elon Musk says Tesla is working hard on scaling Optimus.Not “will be”, but “is”. 😎HUGE difference. $TSLA https://t.co/bq4OmehRufElon Musk (@elonmusk):@BasedBeffJezos Tesla is working hard on scaling Optimus ...
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Herbert Ong· 2025-09-27 05:35
Elon Musk says Tesla could see a 5x revenue jump in 5 years with strong execution. 🔥$TSLA https://t.co/rK3bm4BnRSElon Musk (@elonmusk):@WhitePearlRTX @JonErlichman @DivesTech With extremely good execution, this is possible ...
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Herbert Ong· 2025-09-27 00:29
🚨 Dan Ives calls Tesla’s next chapter its most important yet: AUTONOMOUS DOMINANCE✔️ Robotaxis launching in 30 cities soon✔️ 80% market share potential✔️ $TSLA market cap could hit $2–3TTesla = Leader of the physical AI era 🔥@DivesTech https://t.co/0tzR4DXh5M ...
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Herbert Ong· 2025-09-26 19:24
Tesla's Potential New Model Launch Strategy - Tesla may launch a new, cheaper model to maximize tax credit benefits and avoid the Osborne Effect [1][2] - The company could leverage the $7,500 US EV Tax Credit expiration to drive demand for existing models and the new model [1] - A flash launch strategy (unveil + open orders + fast deliveries) could reset the narrative for Q4 and trigger a new wave of orders [3] Market Sentiment and Q4 Expectations - A significant influx of 100,000-200,000 reservations for the new model could prove Tesla demand remains strong and change the market narrative [4] - The market's Q4 sentiment is divided, with bears citing Tax Credit FOMO and bulls expecting strong seasonal demand and new FSD software [4] Investment Perspective - One investor has placed a bet on a potential upside surprise with a Jan 2026 $430 Call option on TSLA, risking approximately 2% of their portfolio [4][5]
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Herbert Ong· 2025-09-26 15:42
$TSLA: All the Pieces Are Falling Into Place https://t.co/luraIkTFCz ...
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Herbert Ong· 2025-09-26 13:57
🚨 Brad Gerstner with a bold $NVDA call 👀“NVIDIA will likely be the first $10 trillion company.”Thoughts? 👇@BG2Pod @altcap https://t.co/WiIRqmXTo1 ...
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Herbert Ong· 2025-09-26 13:24
AI Development - Elon Musk is building AI supercomputers [1] - NVDA CEO Jensen Huang believes Elon Musk could reach a gigawatt of power consumption before others [1] Company Focus - Tesla (TSLA) is involved in AI supercomputer development [1]