Ramon Mensink

[Ramon Mensink @MensinkRamon]

@_MensInc @WNLOpZondag @MinisterIenW Geweldig!
En dan langzaam aan van het (dubbel) auto bezit af zodat de wijken weer ruimer en groener worden. Een jaren 30 wijk die weer auto luw wordt, kom maar door!
"Karre maar!"

[Ramon Mensink @MensinkRamon]

@SawyerMerritt It hurts my eyes! 😲

[Ramon Mensink @MensinkRamon]

@StevenBartlett Well said

[Ramon Mensink @MensinkRamon]

Welkom #TESLA #FSD! 🇳🇱

[Elon Musk @elonmusk]

First (supervised) FSD approval in Europe!

Congratulations to the Tesla team and thank you to the regulatory authorities in the Netherlands for all the hard work required to make this happen.

[Ramon Mensink @MensinkRamon]

@SawyerMerritt Do we already have formal comm's from Tesla or RDW on this?

[Ramon Mensink @MensinkRamon]

@JoeTegtmeyer Clearly this is Tesla's revolutionary "unboxed production method"!

[Ramon Mensink @MensinkRamon]

@KjeldNuis met een LEEUWENHART gereden!! Wat een dijk van een afsluiter.
We salute you! 🫡
#Olympics2026

[Ramon Mensink @MensinkRamon]

@jakebrowatzke That's rough!

[Ramon Mensink @MensinkRamon]

@elonmusk

[Ramon Mensink @MensinkRamon]

@niccruzpatane @KRoelandschap My 2023 Model Y comes with autopilot, but compared to my previous 2020 Model 3 - which had FSD (EU) - it absolutely sucks.

IMO Autopilot should be updated WITH lane change on highways, knowing what these cars could actually do...
@teslaeurope @Tesla

[Ramon Mensink @MensinkRamon]

@jakebrowatzke @ARKInvest #BigIdeas2026 on AI Productivity.
Software spend to accelerate 3-4x depending on rate of adoption (which I think is rapid, due to competitive pressure).

https://t.co/wioa0AOtgw

[Ramon Mensink @MensinkRamon]

@squawksquare Agree! At some point in the future $TSLA might have autonomous competition from NVIDIA-driven AVs, but we talk about several years and by then TESLA will have flooded the global markets with #Robotaxi and FSD at price levels nobody can compete with

[Ramon Mensink @MensinkRamon]

@jakebrowatzke Thanks for sharing Jake!
on $PATH the multiple using anticipated future earnings gets even better when subtracting their current cash position ($1,39/share) from today's stock price.

[Ramon Mensink @MensinkRamon]

@MontanaMatos I do agree that FY27 i.e. this year will show the returns of Maestro.

However, important to note that $PATH Q4 guidance is not +16% growth.

They guide at the 462-467M range, which is up 9 -10% YoY (424M in Q4 last year). See slide 17 from their recent Q3 earnings report.

[Ramon Mensink @MensinkRamon]

@wealthmatica I expect so as well. However the reporting of Q1 2027 (i.e. Feb-Mar-Apr 2026) will only be end of May (Q1 FY26 was reported on May 29th '25) So we need to remain patient.

[Ramon Mensink @MensinkRamon]

@Teslaconomics Why is FSD restricted to Model S/X?

[Ramon Mensink @MensinkRamon]

@ARKInvest Looking forward to Big Ideas 2026!

And would really like to see it include the disruptive category of business process automation using (digital) bots and AI.
$PATH 🚀

[Ramon Mensink @MensinkRamon]

@jakebrowatzke Amazing performance!

[Ramon Mensink @MensinkRamon]

@UiPath "What else is staying in 2025?!"
A $PATH stock level < $17!📈

You guys are doing great work, keep it up and all the best in 2026! 💥

[Ramon Mensink @MensinkRamon]

@ARKInvest Feels like most people and organizations only think of physical robots when we talk "Robotics", but there's the digital robots too, that will create huge value by the convergence of Robotics and AI (automation)

[Ramon Mensink @MensinkRamon]

With only 2 days left in 2025, I've reviewed the Robotics part of BigIdeas '25, and I'm missing the Robotic Process Automation (RPA) + Agentic AI that allow businesses to automate business processes. Humanoid Robots are covered in the report, but they don't make a material economic impact yet. Whereas a company like UiPath ($PATH) actually enables businesses to drastically improve efficiency, productivity and time to value by applying Robotics and Agentic AI.

Curious to hear ARKs view on this category, as corporate employees have had their fun with corporate versions of LLMs, which don't really move the needle productivity-wise. Automation does, and is key for sustainable abundance.