$UBER at a ~10 P/E ratio seems like a great asymmetric bet to make. i think the $TSLA robotaxi fears are blown out of proportion. for uber:
*trips grew ~22% YoY in Q3 2025, one of the fastest expansions in the company’s history
*gross bookings (total platform transaction value)
-Q3 2025: $49.7B, up ~21% YoY
-Q2 2025: $46.8B, up ~18% YoY
*revenue growth
-Q3 2025 Revenue: ~$13.5B up 20% YoY
-Q2 2025 Revenue: ~$12.7B, up 18% YoY
*monthly active users
-Q3 2025: ~189M users, up ~17% YoY
-Q2 2025: ~180M users, up ~15% YoY.
i.e. more users, more trips, more bookings. not saying Tesla won’t be successful in their robotaxi rollout, but uber isn’t going anywhere
$ONDS is showing no signs of stopping
-defense contracts
-airport contracts
-$840m in pro forma cash
-record backlog of $22.2m
-drone plays are hot
-Oppenheimer PT of $12
bullish on this one
$ONDS Everything is lining up exactly at the same time.
DHS dropping $1.5B for CUAS.
FEMA dropping $650M for World Cup CUAS.
Both require submissions in early December… awards right after.
And who’s got the best C-UAS tech?
ONDS — by a mile. Nobody else is close.