Jfarm_24

“I’m broke baby”

[amit @amitisinvesting]

PELOSI BUYS $BE BLOOM ENERGY & INTEL $INTC INTEL.

- 15K shares of $BE and 100 calls with $100 strikes expiring 6/17/27

- 10K shares of $INTC and 50 calls with $50 strikes expiring 6/17/27

She made these buys from July 24th - July 28th.

[amit @amitisinvesting]

I think $UBER looks compelling here.

At ~$76, I think fair value is closer to $120.

The numbers are pretty compelling:

- Uber generated ~$9.8B of FCF in 2025, up 42% YoY
- Consensus has FCF reaching ~$11B in 2026 and ~$13B in 2027
- Uber now has 200M+ monthly users and processes 40M+ trips per day
- Uber trades around 12x projected 2027 FCF despite FCF still expected to grow ~18% that year

The obvious reason for the discount is autonomous vehicles. The market is worried Waymo/Tesla eventually disintermediate Uber.

I think the opposite outcome could be underpriced: Uber becomes the demand, distribution and payments layer connecting hundreds of millions of consumers with AV fleets. I am not fully sold on this thesis…but what if that’s how it plays out? Would Uber not be the most obvious name trading at an irrationally priced discount?

Uber has 200M+ monthly users and enormous existing demand. An AV manufacturer has to build the cars, operate the fleet, maintain them, reposition them, and then somehow acquire millions of riders.

That’s why I find the valuation interesting here.

You aren’t paying 30x FCF and hoping Uber wins AV…you’re paying roughly 12x 2027 FCF for the existing business and getting the possibility that Uber becomes a major AV distribution layer.

If AVs destroy Uber’s moat, the discount makes sense, the question is if that will actually happen.

Using roughly $13B of 2027 FCF:

Bear case: 17x FCF → $108
Base case: 19x FCF → $120/share
Bull case: 22x FCF → $140/share

No position yet but the risk/reward is compelling.

[Anthony Noto @anthonynoto]

🙏👇

[Lin @Speculator_io]

Trump has been telling you what to buy for months:

• AI: $DELL $MU $SNDK $WDC
• chips: $INTC $AMD $NVDA $TSMC $ARM
• space: $RKLB $PL $ASTS
• crypto: $HOOD $CRCL $PURR
• energy: $BE $GEV $FCEL $TE
• drones: $UMAC $ONDS $AVEX
• nuclear: $XE $CCJ $OKLO $UUUU
• robotics: $OUST $AEVA
• quantum: $IONQ $QBTS $RGTI $INFQ
• batteries: $FLNC $AMPX $KULR
• healthcare: $OSCR $CLOV
• photonics: $AXTI $AAOI $LITE $CRDO
• rare earths: $USAR $CRML $TMC
• manufacturing: $STRL $CDNL
• critical minerals: $TMQ $MP $LAC

Don't overcomplicate it.

Never miss the leading stocks again:
https://t.co/elrxrmAnFt

[TRADESTER JJ @TRADESTERJJ]

Her: Everything is at all time highs, you must be very rich!

You 100% in $SoFi:

[Glitch @Glitch_Trades]

Geezus, you telling me we can run Atlas x Heatseeker side by side now?

🤐🤐🤐🤐🤐

Always have a pulse on the market.

[Noah @antibearthesis]

2022 gave you:
- $NVDA at $11 - up 1500%
- $META at $88 - up 600%
- $AMD at $55 - up 350%

Now 2026 is giving you:
- $SOFI at $17
- $NOW at $89
- $HIMS at $21

Making money has never been this easy…

[Prestigious @Prestigious_Gt]

“Hey man that’s my wife right there you 4kin, I know you are a good man, but I want a divorce I can’t deal with this anymore”

How is he so calm in such situation 😭

[Headking's Mindset 🧠 @MindOfHeadking]

Man caught his girl cheating on him with a cop at 1AM.

[spicebae @spicebae_]

reply w a scene where your gender was 100% wrong...

[Khan 🧢 🌟 @Khanstilldayy]

Valid crashout ngl

[!Nspirenaire〽️ @Inspirenaire]

For Consideration

[Blair @Miss_blairrr]

Franklin asked Leon for some help and He refused.

Snowfall🎥

[CCP IS ASSHOE @CCPISASSH0E]

My algorithm, ladies and gentlemen 💁‍♀️

[MY NAME IS MY NAME 🇺🇸🪮 @ctreid89]

TVs used to be heavy af

[Jfarm_24 @24Jfarm]

@captmbitxh @firearmvideos I was looking for this comment

[CooperBaggs 💰🍞 @edgaralandough]

A chart I absolutely love right now and WHY.

[Vusi.Mz🦉 @YouDunnoVusi]

😭😭😭😭😭😭😭