UBER is a buy due to platform dominance, AV optionality, and low valuation (16x forward earnings).

Now for stock number three, which is going to be Uber. And I think Uber story has changed dramatically over the years. Look back 5 years. Investors were asking, will Uber ever make money?

Well, today that's no longer a question. Now they're asking, "How large can this platform become? And how do they compete with autonomous driving?"

Well, Uber has built an enormous global network. mobility, delivery, advertising, freight, membership, and they're getting into autonomous vehicles. The company dominates in the space and the number of trips continues to climb as they have done over 14.7 billion trips in the past 12 months alone.

And that's up from 13.5 billion throughout 2025.

But here's the fascinating part. It could become the platform that connects autonomous vehicles with customers. Think about it. Whimo builds the vehicle. Another company builds the autonomous technology.

Google saw the platform Uber had and partnered with Uber in areas like Phoenix, Atlanta, and Austin. The Phoenix deal has expired and the two companies have walked away. The other two are likely to close down as well.

The intrigue though for Google's Whimo, they know Uber owns the customers and they own the payments and the routing and the demand aggregation, marketplace infrastructure. That's all Uber's strength and even Whimo, Google saw it.

The autonomy question though, for years, autonomous vehicles were viewed as a threat to Uber. I'm increasingly looking at autonomy as a potential massive opportunity. If Uber becomes the marketplace through which consumers access multiple AVs or autonomous fleets, it could potentially remove one of the largest expenses in ride sharing, the driver.

That's an extremely interesting long-term optionality story.

Now, these things aren't going to happen overnight, and we're already seeing a number of car manufacturers partnering with Uber. We're talking about the likes of Mercedes-Benz, Lucid, Nissan, Rivian, and many more.

Rivian announced plans for 10,000 autonomous R2 robo taxis, and that number could go up to as many as 40,000. So, it's not a matter of if, but when.

And when we look at analysts, they remain upbeat on the stock, giving it an average 12-month price target of 106, implying 35% upside from current levels. We are talking about another stock with a forward earnings multiple of just 16 times which I believe is very intriguing.

And when you look at the stock from a different angle, EV to Ebida is one of the lowest in history of the company. Give Uber a long hard look in the month of September.

Uber, mobility, delivery, autonomy or apploven, AI advertising.