Oguz Erkan

$UBER robotaxi will be live in 15 cities across 9 countries by the end of this year. Zagreb launch validates the execution. $UBER entering these markets with different AV partners, also validates that AV market will be fragmented. In a fragmented market, distribution wins.

$META valuation is just criminal here. It’s projected to have around 5 GW more compute capacity than it needs for internal consumption by 2030. Reselling that capacity at $20 billion per GW means $100 billion in incremental revenue. Now trading at just 17x forward earnings.

Stanley Druckenmiller: “I'm not sure I've ever made money in shorts.” He broke the Bank of England with Soros by shorting the Pound. And he still says shorting is rarely profitable. Yet, some people still decided to short a generational company like $NBIS. People never learn.