Tech Equity Engineer @TechEquityEng

@ryan02ryan02 Awesome find! Glad they making good progress in Bay Area.

Despite $UBER’s stock going sideways, I think the market is still missing the bigger story. Uber has built one of the best ways to invest in autonomous vehicles. Instead of betting everything on a single AV company, Uber has positioned itself alongside many of the leading players across the industry. The confirmation that Uber made a $500M investment in Nuro is the latest example. By investing in $UBER, I get exposure to their investments in all the leading AV startups. Every new partnership expands Uber’s exposure to the future of transportation while keeping its core rides and delivery business intact. If autonomous vehicles become as large as I think they will, Uber doesn’t need to pick the winner. It just needs to be the platform they all want to use. -T.E.E.

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Evan @StockMKTNewz

20 hours ago

THE ROBOTAXI MONEY KEEPS GETTING BIGGER Uber, $UBER, has committed almost $500 million to self-driving startup Nuro, far more than was previously reported, as per Reuters. The breakdown: - Participation in a $203M Nuro round at a $6B valuation - An unreported follow-on

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@SerfCapital Correct. $UBER is also fairly resilient to recessions and global conflicts as well.

Nuro's system is designed to work on any vehicle in theory, so they can definitely go into trucking. But robotaxi and sidewalk delivery is what I expect Nuro to continue focusing on for the next 5 years. The market for robotaxi is huge. Most companies aren't focusing on autonomous trucks and robotaxi simultaneously. This is exactly why Waymo exited trucking so they have more focus. $AUR has a huge technological moat in my opinion that others can't match right now, both in hardware (proprietary lidar that can see 30 seconds ahead of the truck), and software (their simulation and verifiable Ai system).

Reddit is deploying incredibly strict backend infrastructure to handle this exact issue. Their updated API walls and account verification protocols are designed to detect and block automated behavior before it compromises the network. When it comes to the rise of AI slop, Reddit has a massive historical advantage. Their entire ecosystem was built from day one to survive waves of coordinated spam, karma farming, and human slop. The engineering team and the community moderation layers have spent over a decade perfecting the exact playbook needed to filter out low quality noise, making automated bot waves just a new variation of a problem they already know how to solve at scale. Personally I am not worried.

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@aurora_inno Very impressive! The reaction was very smooth and safe.

@TheFoxRadar @ken_trails whole market down. $AUR is more volatile so it tends to jump up and down in larger percentages.

@HalalSN Thanks! Wishing you the best in these investments. I agree with what you said as well.

1,000 followers. Thank you to everyone for following along on my journey to a multi-million dollar portfolio. I started this account to share real observations from a decade working inside Fortune 500 tech companies alongside my graduate background in AI. As promised, here is my updated high-conviction personal portfolio layout (excludes retirement accounts all in S&P 500 ETFs): $UBER (20%) 🚗🍲 Dominating the global mobility and delivery layer. The compounding network effects across rideshare and logistics create an unmatched moat as autonomous integration accelerates. $AUR (20%) 🚛 The frontrunner in autonomous freight. Their L4 platform is complete and they are actively scaling commercial truck fleets ($1T TAM) on the road this year. $MU / $DRAM (30%) 🧠 Hardware infrastructure is the foundational bottleneck of this Ai tech cycle. Memory demand is compounding rapidly. $RDDT (10%) 📜💬 Massive user engagement paired with a highly capital-efficient business model. It is rapidly turning into a dominant platform for authentic attention, and Reddit's data will be the "oil" for the Ai era. Other (20%) 💡 Tactical allocations with $IREN making up a decent chunk. I am pinning this here to track the progress openly over the coming quarters. If you want to track the intersection of AI, tech infrastructure, and market realities, hit follow and let's build wealth together. -T.E.E.

@yeshuaige9988 Yup, holding many years for this name!

Why do I get anons on X doubting $AUR? Management is so transparent on their roadmap, and you can literally watch their trucks running everyday on Youtube. No other AV company does this. The crazy thing is, even after 100% run up this year, I am quite confident the share price is going to double yet again by 2027 as they ramp up to thousands of trucks and announce new partnerships and lanes. Not financial advice, just my thoughts on long term holdings with huge potential. -T.E.E.

Aurora @aurora_inno

2 days ago

Aurora’s autonomous truck is out on the road. You’re invited to witness autonomy in action. 🕐 Live | 1PM–5PM CT 📍Featured Routes: Rotating daily Also streaming on YouTube Mon-Fri | 8AM-5PM CT youtube.com/@AuroraDriver/…"

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@bmkhawk @WisemanCap they definitely could. The renewal is in 2027 based on current contracts. But if they do exclusive it would have to be on the $1B+ range.

@YodaStockInvest Agreed on $META. I finally started my first position ever in it last week, and adding slowly on all the dips.

@jukan05 Deserves it. Until $TSLA solves robotaxi, they will be indefinitely stagnant in valuation.

@DividendTalks Been buying a bit on every dip. If you are a trader, $META will not be good for you. But for long term, multi-year holds, its hitting $1000+...

@TheRayMyers My strategy is to own both :) Owning $UBER does give you exposure to $GRAB too since they own a stake. However, long term I do think SE Asia will growth very quickly, and Grab is more of an "everything app" that covers finance too, so I do like this name.

@SpaceSector001 Happy to see we are back to $8 for $AUR 🙌 If it hits $15 next year, this will feel very cheap for sure. They are scaling to thousands of trucks next year, I honestly doubt the market can ignore that catalyst... $AUR is a sleeping giant.

@andrewgordonmac @Uber Really exciting to hear Uber expanding to more international markets like Spain for AVs. Can't wait to try it out when I visit 🙌

🚨Madrid is about to become Spain’s first robotaxi market. Uber, WeRide, and AVOMO announced they’ll launch robotaxis in Madrid later this year through the Uber app. The part I keep coming back to is that Uber keeps showing up at the center of these launches. Whether it’s the US, Europe, or Asia, more autonomous vehicle companies are choosing to plug into Uber’s network instead of building demand from scratch. The plan in Madrid is to expand to hundreds of vehicles as milestones are met, with a path toward fully driverless operations in the city center. A year ago, most robotaxi discussions were focused on a handful of cities in the US and China. Today, Uber is steadily adding partners, markets, and autonomous supply to the platform. Every new launch makes the Uber app more valuable to riders and gives autonomous fleets access to a massive customer base on day one. $UBER is becoming the default marketplace where autonomous rides are booked. -T.E.E.