Makaveli

@farzyness Don’t they have a partnership with nuro and lucid? what’s the difference that Waymo is building their own software because they also have to buy the vehicles there not building them. The biggest winner in the robotaxi industry will be Tesla they don’t depend on anyone

Brilliant move by Waymo. Uber is a dead company in the age of autonomy - for many different reasons. When self-driving companies reach big enough scale, Uber is a POINTLESS partner, because their network is inherently INCAPABLE of competing with driverless vehicles, because the cost of paying a driver is 60%+ of the total cost per mile of transport. Why give Uber your fleet when you can use your own and DESTROY Uber on price?

@TheWiseIC But uber is starting there own robotaxi with lucid. It’s the same strategy that Waymo is using it’s not like they build their own vehicles this is only where the biggest threat is Tesla and no one else they build their own vehicles and software.

While $UBER has been a big disappointment in my portfolio (~ 10% down and 5% position) I’m still bullish on the company. But there’s a big caveat that I feared I didn’t have to endure now. And it’s not just from today’s headline. For me this goes beyond a headline, it’s starting to underpin their entire AV strategy. The strategy was onboard partners and keep them in need of Ubers demand aggregation. If Waymo with 4,000 cars is able to suffice their own customers on their own network what does it take for other AV operators to scale? So you have a somewhat real risk here where an AV company uses Uber to scale and then leaves. So the asset light argument Uber management has made is starting to crack. In no world does Uber exist without owning the supply in some form. So that’s going to surprise FCF spike CapEx in the short run. It’s turning into a completely different business from when I bought it. Great company but I think Uber management dropped the ball with letting Waymo cut ties so soon before Uber has any other meaningful AV partners at scale. Luckily it’s already dirt cheap so I am not sure how much more the market will punish it. 2.5x revenue and mid teens EPS multiple with a near 8% FCF yield. Definitely not a business that’s going away anytime soon because of their scale but I would be a total fool to sit here and say Uber has done a great job on navigating this transition. I’m hoping to hear words of encouragement on the next call. The mobility side is starting to raise a lot of question marks and autonomy barely exists yet.

@TechEquityEng But isn’t uber working on their own self driving vehicles? I thought they had some deal with lucid to buy some

$UBER x Waymo I read through the report and all the panic around the supposed breakup between Uber and Waymo. Here’s what is actually confirmed: “An Uber spokesperson said Waymo has given notice that it plans to launch service through its own app in those cities in January 2028 alongside their existing deployment with Uber.” This confirms that Waymo plans to add its own app after the Uber in Austin and Atlanta exclusivity deal agreed expires. It does not confirm that the overall partnership is ending. Honestly, this shouldn’t surprise anyone. Exclusivity agreements are almost always temporary. Waymo already operates through both its own app and Lyft in Phoenix. Why wouldn’t Waymo want to build its own consumer brand while also expanding distribution through partners? That has always seemed like the logical long term strategy. Dominos, Starbucks, Mcdonald’s, all do the same with Uber Eats and DoorDash. What remains unconfirmed is whether Uber and Waymo will continue working together after the current agreement expires in mid 2028 (you shouldn’t be shocked that contracts have expiration dates 😆). Financial Times appears to have uncovered when the exclusivity period ends. Everything beyond that, including reports of “tensions” between the companies basically just means they are negotiating. Waymo makes Uber unhappy due to driving past bus stops, Uber makes Waymo unhappy for routing Waymo’s to cul de sacs. Normal tensions during partnerships. If, two years from now, Uber and Waymo announce they are ending the partnership entirely, then I agree that would be a much more meaningful development. By then, Uber expects to have expanded autonomous rides across dozens of cities through partnerships with Nvidia, Volkswagen, Lucid, Nuro, May Mobility, Pony AI, WeRide, and others. The company has repeatedly said it wants to be the platform that aggregates autonomous supply rather than relying on a single partner. As for me, I still expect $UBER to trade closer to $80 after August earnings if the broader market cooperates. Think in 5 to 10 year time horizons. Don’t let every headline shake your conviction. Waymo’s own statement: “We believe in a vibrant and collaborative AV ecosystem that champions innovation and provides riders with a choice in how they experience this technology.” That’s it folks in terms of confirmed statements. NFA T.E.E. 🦾🤖

@TheBronxViking How much more do you think it will push

$AAPL keeps making new highs while the rest of tech gets smoked because they’re the least overleveraged and the most insulated from the AI spending frenzy. Everyone else is doing offerings, reporting delays, and trying to convince investors their massive AI spend will eventually pay off. Meanwhile $AAPL is doing what they’ve always done best… Being patient

@6ix9ine @rainbetcom You need to stop jinxing everyone

GUYS IM PUTTING THE HOUSE ON FRANCE. FREE MONEY EASIEST BET I EVER PLACED IN MY LIFE 🇫🇷🇫🇷🇫🇷. @rainbetcom

@patrickbetdavid Súper girl was completely trash 🗑️ second time in my lifetime falling asleep at a movie theater

Hollywood should be studying ROI as much as raw box office. Obsession: $750k budget → $427M worldwide (600x return) Backrooms: $10m budget → $363M worldwide (36x return) Meanwhile: Supergirl: $250m budget → $110M worldwide (so far but declining) Numbers don’t lie. It’s not about how much money you spend or which major celebrities you have in movies. Tell good stories and entertain.

@BrandonFDW That was definitely not owned by el chapo

El Chapo gold engraved Beretta 92F in the DEA's museum. Bro had Versace grips with gold and diamonds and a golden suppressor with engravings. 📸DEA Museum: museum.dea.gov/museum-collect…

@TheBronxViking The sad part is these people could end up in charge if Republicans don’t get serious about the cost of living and unnecessary conflicts. It’s hard to ignore corporations blaming inflation while posting record profits year after year.

The first thing that goes through the mind of a socialist when an iPad goes up $200👇 “Let’s eliminate 165,000 jobs, dismantle America’s most valuable tech company, and weaken one of our biggest competitive advantages!”

NVIDIA was $10 in 2022. Palantir was $8 in 2023. Both went up 20x times. While everyone’s buying the same popular tech stocks… There are 5 companies that nobody talks about, but could hit similar returns as NVIDIA & Palantir. Here's what they are:🧵

Brazil’s World Cup Game is tonight. I’ve spent 3+ hours researching this match, so you don’t have to. Here’s your official $367 parlay for today’s game:

@DNIGabbard How can she release anything if she no longer holds a position in the government

Today, I’m releasing never before seen intelligence revealing new evidence of past US government funding for more than 120 biolabs in over 30 countries, including Ukraine. In support of President Trump‘s Executive Order to end federal funding of dangerous gain of function research around the world, and increase transparency and accountability, ODNI will continue working with partners across the Administration to identify where these labs are, what pathogens they contain, and what “research” is being conducted. odni.gov/index.php/news…

@CallofDuty Bro we barely in June summer hasn’t even started and yall already talking about October yall need to slow down and enjoy life a bit more…

MW4 Campaign Early Access: CONFIRMED Mission prep starts early. Pre-order Modern Warfare 4 digitally and get Campaign Early Access, starting October 16. 🛒: a.atvi.com/PreOrder-MW4

@HolySmokas Someone ask grok what he picked 🤣

I bought Palantir for $7 in 2022. This Stock is NEXT‼️ "MILLIONAIRES WILL BE MADE" $CELH $ELF $AMD $PLTR $NVDA $CRM

when Jensen says it’ll rip, it rips! $MRVL

Another earthquake hits Tehran

I noticed something when looking over charts this weekend.... Right now $QQQ is sitting at a daily RSI of 82.83 and is 14.50% above its 50 day simple moving average. I went back to see if there some similar setups and examples to this, and what the results were after. Here were some of the most recent. 1. June-July of 2024 before the "Yen Carry Trade" and the market dropped 16% in 17 days before pushing higher. 2. November-December of 2023 when Yellen basically put QE back on the table after the sweep of the summer. Market then pulled back 5% before resuming higher. 3. September of 2020- after the massive post COVID rally Q was almost 20% above it's 50 day average before experiencing a 14% pullback before pushing higher. The big things I was looking for was a extended rsi (Like 80 plus on the daily), and a large percentage away from the 50 day (blue line). History would say this is a time for concern, not euphoria. Yes, I've always said I believe the market resolves higher, but piling in here is a recipe for disaster. Not necessarily on the long term, but the short term. I think there will be a very buyable dip, but it's not here yet. I think most likely is a dip, then a new high with bearish rsi, followed by a much larger dip. I don't care what the narrative is, only what the chart shows me.

@colin_gladman @TheBronxViking Any thoughts on servicenow? If you have any time of course

Helping peeps all over the 🌎 Much love from the USA 🇺🇸

@antibearthesis Just easier for anyone who doesn’t pay attention to the market

If you’re in your 20s, why are you choosing index funds like $VOO over individual stocks like $NVDA? I’m genuinely curious - what am I missing?

@cmsinvests Put it all in Voo QQQM VTWG and SCHD

Sometimes I feel like putting my entire $30,000 portfolio into $SCHD and just let those juicy dividends compound for the next 40 years. I’m currently 18, would this be a good idea?

@JEFETRADES Damn might not trade this week 😅

Wednesday is LITERALLY going to be INSANE🚫 We have FOUR Mag 7 stocks reporting Earnings, then the next day $AAPL reports... Not to mention FOMC as well on Wednesday. What is your TOP WATCH for the week?👇