Uber's $10B+ bet on robotaxis and €14.2B of debt to buy Delivery Hero
Uber has become a world-class asset-light cash generator ($10B+ TTM FCF on minimal capex), trading cheaply at 2.8x sales versus its historical 4.1x average. The company's $10B+ robotaxi commitment and €14.2B Delivery Hero acquisition, funded by enormous FCF, represent capital-efficient strategic bets on future growth, with AV partnerships already scaling meaningfully.
At post $78.03·Now $67.27-13.8% since postedas of Nov 2, 10:45 AM ET
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“currently interested in opening a small position in Reddit”
Reddit Q2 2026. The quarter was actually fine, the drop was drastic.
Reddit's Q2 showed strong fundamentals (61% revenue growth, 28.8% operating margin) despite a 21% stock drop driven by conservative Q3 guidance. The company is successfully raising ad prices (+40% YoY) on a relatively flat user base, creating high-quality margin expansion through pricing power rather than user acquisition. At ~10x trailing sales, the author sees an opportunity to establish a position despite near-term uncertainty around the ceiling on pricing power.
At post $154.71·Now $129.87-16.1% since postedas of Oct 29, 4:01 PM ET
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3m-40.7%
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Google started selling its TPUs to outside data centers last quarter (Q2-2026)
Google's strategic shift to selling TPUs directly to outside data centers represents a new competitive advantage against Nvidia. Combined with 82% Cloud revenue growth, a $520B backlog, and improving Cloud margins (21% to 36% YoY), this positions Google to monetize AI infrastructure at scale without building all data centers internally.
At post $326.35·Now $281.90-13.6% since posted1m ago
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Netflix got outbid on Warner Bros this year. Reading the new filing, getting outbid looks like the win
Netflix is operationally strong with expanding margins driven by AI cost reductions and avoided the costly HBO Max deal, but the company is systematically retiring transparency metrics (engagement reporting frequency cut, redefinition of engagement itself) just as revenue growth depends increasingly on pricing and ads rather than user hours watched.
At post $67.60·Now $62.82-7.1% since postedas of Nov 2, 2:00 PM ET
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An unprofitable Rocket Lab (RKLB) is buying a bigger, profitable company for $8B.
Rocket Lab is acquiring profitable Iridium for ~$8B to gain an operating satellite constellation, spectrum, and recurring revenue—a strategic shortcut but risky given RKLB's current losses and heavy debt burden. Success hinges on whether the company can service the debt load before Neutron rocket launches and generates meaningful returns.
At post $93.09·Now $59.10-36.5% since postedas of Oct 29, 4:01 PM ET
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