“Thatcher: NVDA AI "Tentpole," META & MU New Value Stocks, SPCX Long-Term Buy”
Uber's distribution moat mitigates autonomous vehicle risks; strong cash generation (EBITDA +30%) supports a bull case.
And then finally, Uber actually. Uber interestingly, I think the market is sort of pricing in some existential risk when it comes to you know, I'll say autonomous vehicles and robot taxis and all this.
I think that what I love about Uber is that it has distribution and I believe that that's a defensible moat in the marketplace. And so, I think that you'll actually see the auto the the robot taxis and the autopilots actually come into that network.