Are there better buying opportunities than these AI themes right now? 👇 Photonics: $COHR | Coherent $AAOI | Applied Optoelectronics Memory: $MU | Micron $SNDK | Sandisk Data Storage: $WDC | Western Digital $STX | Seagate Incredible selloffs across some of the market’s hottest AI stocks. Yet the long-term investment theses remain largely intact. Are you taking advantage of these buying opportunities?

Many people still don’t understand this. $UBER is positioned to BENEFIT BIG from the Autonomous Vehicle Revolution. Here’s my thesis: 1. $10 BILLION+ planned investment to scale autonomous mobility. 2. 30+ AV partners including Waymo, NVIDIA, Rivian, Lucid, Nuro, and WeRide. 3. 120,000 AVs committed by partners for future deployment. 4. $UBER × $NVDA: Targeting 100,000 robotaxis over time, with initial deployments in 2027 and expansion plans across 28 cities by 2028. 5. MASSIVE MOAT: 208M monthly consumers, 42M daily trips, and operations in 15,000+ cities. 6. HYBRID MODEL: Combining human drivers and robotaxis to maximize coverage, utilization, and efficiency. 7. THE ECONOMICS: Higher AV utilization could lower ride costs, increase demand, and improve long-term profitability. 8. DIVERSIFIED BUSINESS: Uber Eats and Freight provide additional growth opportunities. Here’s what I think the market is missing: Uber doesn’t need to build the best autonomous vehicle. It needs to become the leading COMMERCIALIZATION platform connecting AV fleets with millions of riders. Think about it. When people need a ride, they don’t say they need a robotaxi. They say they need an Uber. That brand recognition and existing network are incredibly difficult to replicate. Tesla can win. Waymo can win. Uber can win alongside them by leveraging its massive existing network and extensive AV partnerships. And here’s the kicker… $UBER trades around 16–17× forward earnings, near historically low valuation levels. A high-growth, cash-generating business with strong financials, insider buying, an attractive valuation, and little evidence of disruption in its core business. That’s why I believe $UBER is deeply misunderstood.