I’m mega long $UBER
AVs will eventually become a commodity, just like we have multiple AI models today
Same way we’re excited about $META building AI models and the network effects from having 3B+ people on its platforms
It’s the same thing that makes me excited about Uber and
unfortunately i gave it a look and i was expecting exactly this
a 10 year revenue CAGR of 2.7% and FCF CAGR of -6.3%....
not me or my bloodline touching $NKE
haven’t looked into $NKE and honestly don’t plan to
i have very little interest in businesses like nike, adidas, reebok etc
fashion and consumer preferences change way too fast
a few years ago everyone was wearing nike tech, now the trend has shifted and people are moving
$42b+ managed by some of the best investors in the world
ackman, dorsey, tepper, terry smith
all own $UBER
the thesis is pretty simple
mobility + delivery are both growing double digits
and when your company becomes a verb...
“just uber there”
that’s a pretty damn strong
really enjoying this new $GOOGL finance earnings call feature
it pulls out the key announcements and talking points from the earnings call so you can actually focus on what matters
let’s take $AMZN for example
- AWS growth accelerated to 36.7% with a $496B backlog
- 2026
$UBER is one of those stocks I’m happy to just keep holding.
Long term, the AV angle is getting really interesting.
Uber is collecting rideshare specific data and building out AV Labs to help train autonomous driving models.
You’re basically getting exposure to the autonomy
