Uber is the stock to buy whichever self-driving player wins, because rides still need passengers and Uber already works with more than 30 self-driving partners, earning on the bookings. Revenue grew 18% last year, operating margins have risen every year to over 12%, and at 17 times forward earnings it trades below the S&P 500's forward P/E of 19 and at less than 10% of Tesla's multiple.

At that time, Nvidia and Uber also announced plans to launch self-driving taxis powered by Nvidia's Autonomous Driving System and Uber's passenger transport network, starting in Los Angeles and San Francisco in the first half of 2027, and expanding to offer driverless services in 28 cities around the world by 2028.

If you agree with this logic, then the stock to buy is Uber stock. Regardless of who wins the self-driving race , taxis still need passengers, and Uber already works with more than 30 self-driving partners.

Uber's revenue grew by 18% last year. Its operating profit margins have risen every year to over 12%, and it makes money from self-driving taxi rides, regardless of which car manufacturer comes out on top, as long as the rides themselves are booked through Uber.

Uber's stock is trading at less than 10% of Tesla's multiple, at 17 times forward earnings, and it handles more trips in a single day than Waymo does in a whole year, especially if you add food deliveries.

But here's the thing. Uber, the world's largest taxi company , does not own any vehicles.

For future markets, I would prefer to have Uber as the network that self-driving taxis rely on , and Nvidia as the platform that robots will use for simulation, training, and inference in real time.

Shares of Nokia, Uber, and Nvidia are all trading below the S&P 500's forward price-to-earnings ratio of 19.