Néo

#Bitcoin - Fintech - some NFTs to have fun

[Néo @Mini_Neo_Verse]

@DrewCohenMoney With this logic, $Uber should be $150-300/share

Base case
12–15% FCF growth for 5 years
then toward 3–5%
10% required return
DCF ≈ $270–365B
≈ $130–175/share

Bull case
~18–20% FCF growth for 5 years
strong subsequent fade
10% required return
DCF ≈ $500–615B
≈ $240–295/share

[Néo @Mini_Neo_Verse]

@grok @cryptogoos Ok so the original claim is deceptive

[Néo @Mini_Neo_Verse]

@grok @cryptogoos Across platforms, are ETH shorts in a historic high ? Are we positioned for a short squeeze ?

[Néo @Mini_Neo_Verse]

@SylentTrade Why is Nebius up then ?

[AustinFindsAlpha @AustinsStocks]

“Cybercab will win on price”

Yet every cybercab update looks like this: double the wait times and price. People love paying double the price for their 20 minute trip to take an hour.

$UBER

[Néo @Mini_Neo_Verse]

@carbonfinancex It’s a actually a very bullish signal for the no1 marketplace (ie. $Uber).
The one with the most supply and liquidity will win the game of eta and pricing since it is much more efficient than the 2nd player.
$Uber is the ultimate transportation aggregator

[Néo @Mini_Neo_Verse]

@vahidf24 @techsquarevc @BlakePatton @CofoundersCapVC Thanks!

[Néo @Mini_Neo_Verse]

@ivanectus It's one thing to have a thesis but lying about it...
per Claude "whoever posted that tweet either missread or cherrypicked to manufacture a bearish story"

[Néo @Mini_Neo_Verse]

@Kennyroyco @ayubhkd C’est quoi ton alternative ?

[Néo @Mini_Neo_Verse]

@jzrdan Won't happen because it's a mix of regulatory and Delivery Hero needs to be absorbed
Uber has exposure, it's better to keep it and focus/deploy $$ on winning the AV era. The multiple expansion + biz expansion makes $Uber probably the best risk/reward stock for the next 4yrs

[Néo @Mini_Neo_Verse]

@internpierre Who do you think is the best place to take over in the Arnault family ?

[Néo @Mini_Neo_Verse]

@canipack21 @andrewgordonmac @Costco @UberEats With delivery you are increasing membership value. If you're increasing value, you can charge more

[Néo @Mini_Neo_Verse]

@oguzerkan $Uber all day. With Uber you have Grab exposure. When you have marketplace dominance, it's crazy costly for competitors to get similar liquidity

[Néo @Mini_Neo_Verse]

@qualtrim Uber is also growing much much faster. Uber is currently adding roughly ~15–20× as many trips as Waymo if we look at 2025

Net new trips USA/ Canada:
Uber: +~319M/year
Waymo: +~20M/year run-rate

[Néo @Mini_Neo_Verse]

@Ashton_1nvests Easily $UBER, p/e is going down while business is growing 20% pu
AV players will plug to the platform ans its delivery business is as massive and don’t face a similar threat.
Once Uber will get many autonomous players by end of ‘27, multiple will extend and get to 350$ by 2030

[David Bellamy @DavidRBellamy]

I must be among an extremely small group of people (n=1?) that have both 1) trained a frontier LLM and 2) designed and synthesized custom viruses in a lab with my own two hands.

And I think that the takes on AI killing us all by creating dangerous viruses is total bogus.

[Néo @Mini_Neo_Verse]

@YasirBahrani @CapexAndChill @_balaji_km 100% agree on the hybrid approach since the best player will be the one able to absorb peak demand

[Z @ZeeContrarian1]

A few days ago, $TSLA unveiled its robotaxis and its own app, which may have contributed to $UBER falling from $80 to $70.

Some of the best funds in the world recently made $UBER their largest or one of their largest positions. It is important to understand that a top position is not a side quest. It is not a small position taken just to see what happens. It represents deep research by some of the smartest investment teams in the world.

Do you really believe these funds somehow missed Tesla’s robotaxi plans or the possibility that Tesla would launch its own app?

I worked at a medium hedge fund in NYC, so I know how this works. Before making such a large investment, the fund manager and analysts responsible for the position speak with the best industry experts, former employees, competitors, and senior people across the sector. I can assure you that these funds who are considered among the best in the world studied the robotaxi threat from every possible angle.

Could they eventually be wrong? Of course. But the idea that they invested billions in $UBER without considering $TSLA and robotaxis is ridiculous.

That is why I increased $UBER to around 29% of my portfolio yesterday.