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Herbert Ong· 2025-09-23 21:22
Join us!Herbert Ong (@herbertong):$TSLA skyrocketingVoting now openJoin us today at the Cyber Bulls space!Follow @cyberbulls1@TeslaBoomerMama@thejefflutz@R6Alexhttps://t.co/0omuqqQpNt ...
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Herbert Ong· 2025-09-23 21:22
RT Herbert Ong (@herbertong)$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
Technology & Innovation - Nissan plans to launch the next generation of ProPilot driver-assistance system by fiscal year ending March 2028 [1] - The new ProPilot system will leverage AI software from Wayve Technologies Ltd to navigate complex city streets with fewer cameras and monitors [1] - Nissan aims for its new ProPilot to be on par with Tesla's Full Self-Driving technology [1] Autonomous Driving & Ride-Sharing - Nissan intends to roll out an autonomous vehicle ride-share service in 2027 [2] - The company believes ProPilot technology will be beneficial in addressing Japan's aging and shrinking population [2]
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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]