UBER 全部观点

And then finally, Uber actually. Uber interestingly, I think the market is sort of pricing in some existential risk when it comes to you know, I'll say autonomous vehicles and robot taxis and all this.

I think that what I love about Uber is that it has distribution and I believe that that's a defensible moat in the marketplace. And so, I think that you'll actually see the auto the the robot taxis and the autopilots actually come into that network.

Now for stock number three, which is going to be Uber. And I think Uber story has changed dramatically over the years. Look back 5 years. Investors were asking, will Uber ever make money?

Well, today that's no longer a question. Now they're asking, "How large can this platform become? And how do they compete with autonomous driving?"

Uber calls on the same day. Best stocks to buy now, little Uber? You guys know Uber's one I been watching. Up to a million 500,000 to a million bucks. $50 strike price. Trade date, you guys got it.

March 19, 2027. Again, 200 call contracts. There you go, folks.

Uber has received two different journalist outlets, both Business Insider and More Perfect Union, making hit pieces in video format. These are very well produced YouTube videos that are going viral, getting hundreds of thousands of views, and they are highly critical of Uber.

Now, while most people are against the big bad companies, they they don't like the billion-dollar companies, I'm here to offer a different perspective, and I'll be offering a little rebuttal and highlighting how this bit of journalism is not really journalism.

I mean, we sometimes talk about how, you know, Ubering is a verb in pretty much every market in the world, but being a household name in an industry that is subject to just constant change, also means you probably quite outdated, and that was certainly the case for PayPal.

Well, and Mark is also the one who built the highly successful ads business at another one of our portfolio holdings, Uber, and also for Amazon. So, he certainly knows what he's doing.