Herbert Ong
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Herbert Ong· 2025-09-23 21:22
RT Herbert Ong (@herbertong)$TSLA skyrocketingVoting now openJoin us today at the Cyber Bulls space!Follow @cyberbulls1@TeslaBoomerMama@thejefflutz@R6Alexhttps://t.co/0omuqqQpNt ...
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Herbert Ong· 2025-09-23 15:38
$TSLA skyrocketingVoting now openJoin us today at the Cyber Bulls space!Follow @cyberbulls1@TeslaBoomerMama@thejefflutz@R6Alexhttps://t.co/0omuqqQpNt ...
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Herbert Ong· 2025-09-23 12:57
🚨 Mizuho just raised Tesla's PT to $450 (from $375)“We see $TSLA maintaining key leadership in the U.S. BEV market despite some near-term challenges,” Vijay Rakesh, managing director at Mizuho Securities, said in a Monday note.He added that Elon Musk’s updated pay package and $1 billion stock purchase could align incentives with long-term initiatives in autonomous driving and humanoid robots.Analysts trimmed their 2026 delivery forecast slightly to 1.91 million units from 1.95 million, still above consensus ...
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Herbert Ong· 2025-09-23 12:50
🚨 NEWS: UBS sees Tesla Q3 deliveries running ahead of Wall Street consensusAnalysts at the bank said in a note to clients that they have lifted their forecast to about 475,000 units, which is “~8% above Visible Alpha consensus,” though they added it is “more inline with buyside expectations in the 470–475k range.”UBS raised its estimate from 431,000, noting that such a result would be up 3% year on year and 24% sequentially.“Despite a print that may be inline with buyside expectations, we tend to find the s ...
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Herbert Ong· 2025-09-23 00:39
RT Gali (@Gfilche)having celebratory beers after recording and epic podcast 🍻 @herbertong $TSLA ⚡️ https://t.co/b0JdmeqcH5 ...
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Herbert Ong· 2025-09-22 21:03
RT Ale𝕏andra Merz 🇺🇲 (@TeslaBoomerMama)🗳️Updated the table of my votes to eliminate proposals #15 (political neutrality policy) and #16 (Computershare), as the SEC accepted these to be excluded, they don't show up in the definitive proxy filing.Also added required votes, and if Elon and Kimbal can participate. https://t.co/St2XQDRYct ...
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Herbert Ong· 2025-09-22 20:43
Industry Impact - Elon Musk 被认为是汽车行业历史上最具影响力的人物[1] Market Trends - 中国以极具竞争力的价格向欧洲市场大量出口电动汽车,对欧洲汽车市场构成威胁[1] - 中国电动汽车年出口量达 9 million 辆,且仅用 18 个月建成[1] - 大众 (VW) 和宝马 (BMW) 在电动汽车市场面临挑战[1]
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Herbert Ong· 2025-09-22 15:16
🚨 NEWS: Nissan Revamps ProPilot to Rival Tesla Driver-Assist TechnologyNissan is preparing to launch the newest generation of its ProPilot driver-assistance system during the fiscal year ending March 2028, leveraging its partnership with Wayve Technologies Ltd.The next version of ProPilot will be able to take on complex city streets using fewer cameras and monitors thanks to AI software developed by Wayve, and will be on par with Tesla's Full Self-Driving.Nissan aims to roll out an autonomous vehicle ride-s ...
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Herbert Ong· 2025-09-22 15:10
Market Trends - Chinese automakers are rapidly expanding into the European market with fast production, affordable EVs, and large export volumes [1] - Legacy automakers like VW & BMW are facing challenges [1] Competitive Analysis - Tesla's software-first, AI-driven approach positions it as the only Western automaker capable of competing with China [1] Strategic Implications - The automotive industry is experiencing increased competition, raising questions about the future of European automakers [1]
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Herbert Ong· 2025-09-22 10:30
Wealth Creation - Tesla 预计将引发有史以来最大的财富创造 [1] - 这不是财富转移,而是财富创造,饼会变得更大 [1] - 这不是零和游戏 [1]