1/29/25 - $uber - Fud is a PnL killa. Bot moar.1/29/25 :: VROCKSTAR :: NYSE:UBER
Fud is a PnL killa. Bot moar.
- at this pt, the market is still hung up on Elon's robotaxi
- u know what gets killed first? the donut called NYSE:CVNA , that's the pair everyone's missing but back on topic
- 4Q beat and raise
- 5% fcf yields, growing mgns, 15% top line growth
- nvda partner
- the "layer 2" rotation from AI that everyone wanted to play with their favorite B2B enterprise software co y day even if they all trade >10x sales (have fun learning that one that hard way)
- these guys r not going anywhere
- rotated some of the NASDAQ:NXT ST wins this AM into cash... and now i'm buying the dip on $uber.
- alas who knows, but downside here probably 10-15%, upside 20-30% (in a YE context) so risk/reward is good
- majority of my exposure remains the 2027 ITM leaps.
be well.
V