所以，Uber 比其 52 周高点低了 25%。
So, Uber 25% below its 52- week high.
所以，如果你看 Uber 的 17 倍，那意味着你需要 17 年才能回本。
So if you look at Uber at 17 times, that means that it would take you 17 years to make your money back.
所以 Uber 是 17，
So Uber is 17,
Uber 现在在 Nancy Pelosi 那里相当受欢迎。这可以叫内幕交易，也可以叫优势交易。她肯定掌握着普通大众没有的信息，这也是我前段时间最终买入 Uber 的原因，而现在她最近又加仓了她的 Uber 头寸，市盈率为 17 倍。
公司市值为 1550 亿美元。规模相当大，而且如果他们继续增长，可能会成为一家市值 5000 亿美元的公司。我认为这对 Uber 来说真的很有可能。他们在狠狠压制 Lyft。Uber 是一家非常大的公司，而且是这份名单上最便宜的标的，便宜幅度还很大。
我说的具体就是市盈率。所以再说一次，最便宜指的是股价相对于公司价值而言，不一定是公司的整体规模，因为我的规模比 Uber 小 10 倍。所以这门生意仍然被按一个打车应用来定价，我认为这是一个相当大的错误。
在我看来，这是一张股票代码下面有两门生意。他们有出行业务，也就是最初的那块，现在还有配送业务。所以食品、杂货、包裹全都通过同一个应用运行。他们为 Uber Eats 做的营销真的很好。
我认为这门生意增长得非常好。我在 YouTube 上看英雄联盟时看到过他们的广告，Uber 赞助了英雄联盟。我在那里看到过他们的广告，比如每当英雄联盟里发生某个事件时，他们就会说，嘿，现在就用 Uber Eats 点餐吧。
所以，同样的司机、同样的应用、同样的手机、同一个网络。它会被变现两次，因为现在司机既能靠送餐为他们赚钱，也能靠出行赚钱，而送餐是一门非常强的生意。然后实际上广告是第三块，没人谈论它。
而广告是整个地球最强生意之一。这就是为什么 Mark Zuckerberg 那么年轻就成了亿万富翁。这就是为什么 Evan Spiegel，也就是 Snapchat 的 CEO，那么富有。
就是广告。社交媒体广告是 21 世纪最强的、最 overpowered 的生意，我会这么说。所以我要在这里放大一下。你可以看到，65% 的人觉得 Uber 的广告与个人相关。57% 的人说 Uber 的广告比其他应用内广告感觉更正面，55% 的人认为 Uber 的广告相比其他平台是独特的。
从营销角度看，这非常重要。现在，餐厅付费才能坐在你配送信息流的顶部。所以，餐厅当然也需要广告。每个人都需要广告。所以，Uber 刚刚把这门 20 亿美元的广告业务变成了大得多的东西。
这是通过把它的第一方数据信号扩展到 Meta 和 Google Shopping 实现的。Uber 广告已经跨过了一个门槛，这个门槛把零售媒体网络和真正的广告平台区分开来。所以，零汽车参与，几乎是纯利润率。
当然，Amazon 也在做类似的事。他们让广告主投广告，这样就能在 Amazon 上卖出更多产品。所以 Uber 也是一样。Uber 现在把他们的数据卖给 Google 和 Meta。
这样餐厅就能赚钱。这样餐厅就能瞄准特定顾客，给他们折扣、给他们促销，从而获得更多客流，获得更多收入和销售。而 Uber 会从中赚很多钱，因为那是一门利润率非常高的生意。而每当一家公司推出一门高利润率生意时，华尔街真的会注意到，因为那意味着大量资金会落到他们的利润表底部。
而这正是华尔街关心的。收入非常重要，但利润更重要。所以 Uber 会赚到多得多的利润。所以现在我想谈谈 Uber 的一个问题，也就是 robotaxi 问题。每一家 robotaxi 公司在他们造完车之后的第二天都会遇到同一个问题。
根本没人知道它们存在。所以没有乘客，没有人的手机上有那个应用。不知道周二早上 7 点需求到底在哪里，对吧？所以造车是工程问题。Uber 已经解决了第二个问题，也就是所有问题中最难的那个。
世界上有很多工程师在造很酷的产品，但不是每个人都能把这些产品卖出去。事实上，这挺令人沮丧的，因为如今营销太重要了。比如，我上周讨论了 Bloom Energy。Bloom 当时是每股 215 美元。
然后 Bloom 从每股 250 美元涨到 260 美元。我做了第二个视频，老实说，我只得到了 1 万次观看。所以，尽管我拿到了最疯狂的回报，我可以说我拿到了全年所有 YouTuber 中最疯狂的选股，从 215 到 260 只用了几天时间，却没人真的看我的视频。
所以，如今这真的是一件营销的事，而且非常困难。所以，当你审视一门生意时，你要确保他们知道如何营销自己的产品，因为如今一个好东西可悲地并不真的意味着什么。一切都关乎营销、关注度和销售。
所以，Uber 早在十年前就已经解决了这个商业问题，这就是为什么我如此看好 Uber。你可以看到这里，截至 6 月 30 日的三个月。这是他们的月度活跃平台消费者。你可以看到，从 2025 年到 2026 年，他们从 180 增长到 208，变化为 16%。
当然，这些数字是以百万计的。所以，这些是百万。1.8 亿对 2800 万。这太疯狂了。Uber 上有这么多人，而这个数字只会继续增加。所以，这基本上解决了他们所有的商业问题，因为他们并不真的需要营销。
他们的平台太庞大了。顺便说一下，这来自他们官方的投资者网站。应用已经在手机上了。乘客已经在下单了。所以，他们已经拥有一个生态系统。每个人都知道这个应用，而且应用本身有大量乘客。
所以，支付细节也已经解决了，因为人们已经把信用卡绑定在这个应用上。所以，他们的支付已经在那里了。所以，无论是出行、点 Uber Eats，还是广告。嘿，也许广告主可能是不同的人群，但仍然有这么多人在使用这个应用。
我认为 CEO 们也一直在打 Uber。所以 Uber 并不会真的消失。人们想要便利和熟悉感。基本上，如果一家 robotaxi 公司想要乘客，他们几乎必须和 Uber 做交易。
所以你可以看到这里，Uber 和 AI 公司 Wave 在伦敦推出了英国首个有监督的自动驾驶行程，提振了投资者情绪，现在又扩展到全球网络。所以 Uber 还整合了迪拜的 Careem，作为多合作伙伴自动驾驶战略的一部分，背后有更广泛的 100 亿美元目标投资承诺投入到 robotaxi 合作中。
所以 Uber 已经在伦敦通过 Wave 推出了自动驾驶出租车，然后我们在迪拜也有一些自动驾驶在进行，我对 Uber 在那里成功一点也不惊讶，因为我在迪拜时也一直打 Uber，迪拜也和 Uber 有关系。
所以 BU 本质上就是中国的 Google。所以这笔交易超级重大。从谈判桌的另一边想想。你花了数十亿美元打造了一支自动驾驶车队。现在你需要数百万人打开一个全新的应用、信任它、保存他们的车辆信息。
这非常非常难。尤其是如今，我认为以前增长业务更容易，而现在有很多垄断。市场上有很多垄断。最大的公司，它们更容易赚更多钱。这就是为什么我谈论像 Nvidia 这样的公司。我认为大公司拥有最容易的增长轨迹，这就是为什么在我的社群里我经常只是交易 mag seven 股票。
我在 mag seven 股票上做期权策略。我也有其他选股，但我认为 MAG7 是一个非常清晰的股票篮子，会在未来十年继续获胜。所以数百万人信任一个新应用非常非常难。所以 Uber 真的解决了这整个争论，这就是为什么我非常看好 Uber。
我认为这只股票可以比今天的交易价格高出 50%。
Uber is pretty popular right now with Nancy Pelosi. There's I you know call it insider trading or advantage trading. She definitely has information that the general public doesn't and that's why I ended up buying Uber some time ago and now she has recently added more to her Uber position as a 17 PE ratio. Company's market cap is 155 billion. Pretty large and actually if they continue to grow they might become a half a trillion dollar company. I think that's really possible for Uber. They are kicking some major ass to Lyft. Uber is a very big company and growing in the cheapest name on the list by a wide margin. And I'm talking about the PE ratio to be specific. So again, the cheapest meaning the stock price in relation to the value of the company, not necessarily the overall company, you know, size because I ran 10x smaller than Uber. So the business is still priced as a taxi app, which I think is a pretty big mistake. Two businesses under um one ticker is what I see here. They have rides which is the original one and now as well delivery. So food, groceries, packages all running through the same app. They have really good marketing for Uber Eats. I think the business is growing very well. I see their advertisements on I watch League of Legends on YouTube sometimes and Uber sponsors League of Legends. I've seen their ads there like you know whenever a certain event happens within League of Legends they're like hey order food now with Uber Eats. So, same drivers, same app, same phone, one network. It's going to be monetized twice because now they have drivers making them money as well as food delivery, which is a very strong business. And then actually advertising is the third one that nobody's talking about. And advertising is one of the strongest businesses in the entire planet Earth. That's why Mark Zuckerberg was a billionaire at such a young age. That's why Evan Spiegel or you know the CEO of Snapchat was so rich. It's advertising. Social media advertising strongest most overpowered business of the whatever the 21st century I will say. So I'm going to zoom in here. You can see here that 65% of people feel Uber ads are personally relevant. 57% of people say Uber ads feel more positive than other inapp ads and 55% of people believe Uber ads are unique compared to other platforms. That's very important from a marketing perspective. Now, restaurants pay to sit at the top of your delivery feed. So, of course, restaurants, they need advertising, too. Everyone needs advertising. So, Uber just turned this $2 billion ad business into something much bigger. And that's by extending its firstparty data signals to meta in Google Shopping. Uber advertising has crossed a threshold that separates retail media networks from genuine advertising platforms. So, zero cars involved, almost pure margin. Of course, Amazon is doing something similar. They let advertisers, you know, do ads so they can sell more of their product on Amazon. So, same thing is with Uber. Uber is selling their data now to Google and Meta. So, restaurants can make money. So, restaurants can target specific customers, give them discounts, give them promotions, and so they can get more foot traffic, they can get more revenue and sales. And Uber is going to make a ton of money off of that because that's a very high margin business. And whenever a company introduces a high margin business, Wall Street really notices because that's a lot of money that's going to be coming down to their bottom line. And that's what Wall Street cares about. Revenue is very important, but profit is more important. So Uber will be making a lot more profit. So now I want to talk about one of the problems with Uber, which is the robo taxi problem. Every robo taxi company has the same problem the day after they finish building the cars. Nobody really knows they exist. So no riders, no app on anyone's phone. No idea where demand actually is at 7:00 a.m. on a Tuesday morning, right? So building the car is the engineering problem. Uber already solved the second one, which is the most hard problem of all. There's lots of engineers in the world building cool products, but not everyone can sell those products. In fact, it's pretty frustrating because marketing is so important nowadays. For example, I discussed Bloom Energy last week. Bloom was at $215 per share. Then Bloom shot up to $250 to $60 per share. I made a second video and honestly, I only got 10,000 views. So, although I had the craziest return, I had the craziest pick, I would say, of any YouTuber all year from 215 to 260 in just a matter of a few days, no one actually watched my video. So, it's really a marketing thing nowadays and it's very difficult. So, when you look at a business, you want to make sure that they know how to market their products because a good product nowadays sadly doesn't really mean anything. It's all about marketing and attention and sales. So, Uber has already solved the business problem literally a decade ago, which is why I'm so bullish on Uber. You can see right here that 3 months ended June 30th. This is their monthly active platform consumers. You can see that from 2025 to 2026, they went from 180 to 208, which is a 16% change. Now, of course, these numbers are in millions. So, these are millions. 180 million versus 28 million. This is insane. There's so many people on Uber and this number is only going to continue to increase. So, this basically solves all of their business problems because they don't really need marketing. Their platform is so massive. So, by the way, this is from their official investor site. The app is already on the phone. The riders are already ordering. So, they already have an ecosystem. There's everyone knows about the app and there's tons of riders on the app itself. So, the payment details are also already solved because people have their credit cards connected to the app. So, they already have their payment there. So, whether it's the rides, whether it's ordering Uber Eats or whether it's advertising. Hey, maybe the advertisers could be different demographic, but still there's so many people using the app. I think CEOs are taking Ubers all the time as well. So Uber doesn't really just disappear. People want convenience and familiarity. And basically, if a robo taxi company wants riders, they pretty much have to do a deal with Uber. So you can see here Uber and AI firm Wave launched the UK's first supervised autonomous ride in London, lifting investor sentiment and now global network. So Uber also integrated by D's Paulo, Go and Dubai as part of a multi-partner autonomous strategy backed by a broader 10 billion target investment commitment into robo taxi partnerships. So Uber has introduced self-driving car taxis in London Wave and then we also have some self-driving going on in Dubai and I'm not really surprised at all that Uber is successful there because I take Ubers all the time when I'm in Dubai also has a relationship with Uber. So BU is essentially the Google of China. So this deal is super massive. Think about it from the other side of the table. You've spent billions of dollars building a self-driving fleet. Now you need millions of people to open a brand new app, trust it, save their car details. That's very, very hard. Especially nowadays, I think it was easier to grow businesses some time ago and now there's a lot of monopolies. There's a lot of monopolies in the market. The biggest companies, it's easier for them to make more money. And that's why I talk about companies like Nvidia. I think the big companies have the easiest growth trajectory and that's why oftentimes in my community I'm just trading mag seven stocks. I'm doing option strategies on mag seven stocks. I have other picks as well but I think MAG7 is a really clear basket of stocks that's going to continue to win in the next decade. So millions of people trusting a new app very very hard. So Uber has really solved this whole argument and that's why I'm very bullish on Uber. I think the stock can be 50% higher than where it's trading at today.