#  @thecheekybuddha Cheeky Buddha
Uber has been making significant strides in autonomous driving, with its CEO stating that all cars will be autonomous in 20+ years and the company partnering with Lucid Group and Nuro to launch robotaxis in San Francisco. Additionally, Uber has been expanding its services, including a nationwide partnership with Aldi and a prescription delivery service in Canada with Script Runner. The company is also investing in technology centers, including a $200m investment in Turkey over [--] years.
### Engagements: [---------] [#](/creator/twitter::1151947804614516736/interactions)
- [--] Week [---------] +39,208%
- [--] Month [---------] +8,323%
- [--] Months [---------] +1,992%
- [--] Year [----------] +9,117%
### Mentions: [--] [#](/creator/twitter::1151947804614516736/posts_active)
- [--] Month [---] -28%
- [--] Months [---] +29%
- [--] Year [-----] +478%
### Followers: [-----] [#](/creator/twitter::1151947804614516736/followers)
- [--] Week [-----] +0.09%
- [--] Month [-----] +1%
- [--] Months [-----] +25%
- [--] Year [-----] +304%
### CreatorRank: [---------] [#](/creator/twitter::1151947804614516736/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [countries](/list/countries) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [exchanges](/list/exchanges) [celebrities](/list/celebrities)
**Social topic influence**
[$uber](/topic/$uber) #630, [$goog](/topic/$goog), [$googl](/topic/$googl), [ai](/topic/ai), [$afrm](/topic/$afrm) #61, [$nvda](/topic/$nvda), [$duol](/topic/$duol), [uber](/topic/uber), [$tsla](/topic/$tsla), [$amzn](/topic/$amzn)
**Top accounts mentioned or mentioned by**
[@uber](/creator/undefined) [@svtechie](/creator/undefined) [@qualityinvest5](/creator/undefined) [@zastocks](/creator/undefined) [@bigbullcap](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@plantmath1](/creator/undefined) [@jbulltard1](/creator/undefined) [@mmoney642](/creator/undefined) [@therideshareguy](/creator/undefined) [@austinh26415112](/creator/undefined) [@nuro](/creator/undefined) [@jwat5](/creator/undefined) [@hoomansv](/creator/undefined) [@dkhos](/creator/undefined) [@waymo](/creator/undefined) [@jrouldz](/creator/undefined) [@lucidmotors](/creator/undefined) [@stockmarketnerd](/creator/undefined)
**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Duolingo, Inc. (DUOL)](/topic/$duol) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [monday.com Ltd. (MNDY)](/topic/$mndy) [Metadium (META)](/topic/$meta) [Maplebear Inc. (CART)](/topic/$cart) [Block, Inc. (XYZ)](/topic/$xyz) [Snap, Inc. (SNAP)](/topic/$snap) [Tempus AI, Inc. (TEM)](/topic/$tem) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [WeRide Inc. (WRD)](/topic/$wrd) [OpenServ (SERV)](/topic/$serv) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Intel Corporation (INTC)](/topic/$intc) [Netflix Inc (NFLX)](/topic/$nflx) [Dash (DASH)](/topic/$dash) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [DoorDash Inc. (DASH)](/topic/doordash) [Mario Coin (COIN)](/topic/$coin) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [DisChain (DIS)](/topic/$dis) [Oracle Corporation (ORCL)](/topic/$orcl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Ethereum (ETH)](/topic/$eth) [Auroracoin (AUR)](/topic/$aur) [Lucid Group Inc (LCID)](/topic/$lcid) [Reddit, Inc. (RDDT)](/topic/$rddt) [Advanced Micro Devices (AMD)](/topic/$amd) [Pony AI Inc. (PONY)](/topic/$pony) [GitLab Inc. (GTLB)](/topic/$gtlb) [Adobe, Inc. (ADBE)](/topic/$adbe) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Shopify Inc (SHOP)](/topic/$shop) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Oxygen (OXY)](/topic/$oxy) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Spotify Technology (SPOT)](/topic/$spot) [Kroger Co (KR)](/topic/kroger) [Luminar Technologies, Inc. Class A Common Stock (LAZR)](/topic/$lazr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Jessica Alba sold $3.5 Million of #HNST - According to a form filed with the SEC Alba now owns [----] million Honest shares in a personal account including [-----] restricted stock units and another [---] million shares through a trust"
[X Link](https://x.com/thecheekybuddha/status/1867618738662514718) 2024-12-13T17:13Z [---] followers, [----] engagements
"Long thread on $UBER 🚕. Attempting to think through the lens of Aggregation Theory as it applies to Uber and chaos around robotaxis drawing from @benthompson strategic framework from @stratechery"
[X Link](https://x.com/thecheekybuddha/status/1867663288252920207) 2024-12-13T20:10Z [---] followers, [---] engagements
"Some context to set the stage of how Uber operates. The core aspects of Aggregation Theory that apply to Uber's business model are: 1.) Direct user relationships: - Uber built direct relationships with riders through its app - This eliminated traditional taxi dispatch services and medallion owners as middlemen - The app interface became the primary point of contact for transportation 2.) Zero marginal costs of distribution: -Once the app infrastructure was built adding new riders had virtually no cost -Digital dispatch and matching was far more efficient than phone-based systems -Network"
[X Link](https://x.com/thecheekybuddha/status/1867663289812914271) 2024-12-13T20:10Z [---] followers, [--] engagements
"Now lets take a look at the future of $UBER with robotaxis in play as they are coming in the near future (or they say). This is hard to fully determine as there are various factors in play. But again modifications to Aggregation Theory's application to Uber and how Robotaxis Transform This: 1.) Supply-Side Changes: - Eliminates the need to attract and retain human drivers - Supply becomes purely capital expenditure rather than marketplace dynamics - Multi-homing disappears since robots are owned by the platform - Much stronger control over supply availability and positioning 2.) Unit"
[X Link](https://x.com/thecheekybuddha/status/1867663291834613793) 2024-12-13T20:10Z [---] followers, [---] engagements
"Now we know there are various players working on Robotaxis. $AUR $GM (not so much any more) $TSLA $GOOG (Waymo) WeRide in China. Now the competition to capture this TAM will only increase because the TAM is literally the WHOLE FREAKIN WORLD But recently everyone has been scared and the narrative has changed to $TSLA will eat $UBER's lunch. To understand this a bit further lets put two together. lets take a look at $UBER $TSLA with same lens of Aggregation Theory and market dynamics to understand strengths and see if they can coexist. 1.) Tesla's Advantages: - Vertical integration: They"
[X Link](https://x.com/thecheekybuddha/status/1867663293910831555) 2024-12-13T20:10Z [---] followers, [---] engagements
"Key Factors That Will Determine Outcome: First-mover Timing: - Whoever achieves reliable robotaxi service first gets important network effects - Current autonomous capabilities suggest this remains uncertain Regulatory Approach: - Whether regulations favor manufacturer-operated or platform-operated robotaxis - Local vs. unified national frameworks Customer Preference: - Whether users prefer dedicated Tesla network or platform choice - Impact of brand loyalty vs. price sensitivity My Analysis: Coexistence is more likely than complete displacement of uber. The market is large enough for"
[X Link](https://x.com/thecheekybuddha/status/1867663295496274110) 2024-12-13T20:10Z [---] followers, [---] engagements
"Some additional facts on $UBER: - Uber is partnered with Waymo in various cities (Austin Atlanta). Waymo is using Moove (Uber Backed) in Miami - Uber partnership with chinese self riding startup We Ride in Abu Dhabi - $AUR - bought uber's self driving division. Uber owns a huge stake. Also with - Investments in $SERV and partnerships with AVRIDE - As of Q3 [----] Uber had [---] million MAUs - Operates in over [--] countries and [-----] cities worldwide (talk about government regulation) - Uber has a 76% share of the US rideshare market - In Q3 [----] Uber completed [----] billion trips They're here to"
[X Link](https://x.com/thecheekybuddha/status/1867663297262075956) 2024-12-13T20:10Z [---] followers, [---] engagements
"- $TEM looks impressive on paper with $531M revenue in [----] and projected 32% YoY growth to $700M in [----] there's more to it. They position themselves as an "AI-enabled precision medicine company" but their AI revenue was just $5.5M (1%) in [----]. However this might be the beginning"
[X Link](https://x.com/thecheekybuddha/status/1867968754547921209) 2024-12-14T16:23Z [---] followers, [---] engagements
"The data play is compelling: Their oncology database is 50x larger than The Cancer Genome Atlas. They've got [--] of [--] largest pharma companies as customers. $TEM clinical trial enrollment tool helped AstraZeneca fill 25% of participants in one trial"
[X Link](https://x.com/thecheekybuddha/status/1867968755839500361) 2024-12-14T16:23Z [---] followers, [---] engagements
"From what I see $TEM is primarily a cancer diagnostics business. Their "Genomics" segment drove $363M revenue in [----] (up from $198M) with 48% gross margins. This is their bread and butter not GenAI. But could be argued their Oncology DB is powering this diagnostics and helping physicians get accurate results. Not sure if you'd call this GenAI as multiple companies are doing this but super interesting. Regardless love what theyre doing and thats saving lives through early detection"
[X Link](https://x.com/thecheekybuddha/status/1867968757215244408) 2024-12-14T16:23Z [---] followers, [---] engagements
"I'm not a health care or health Tech expert by any means but $TEM AI products seems similar to other offerings in the market from what I read and saw from other people (please correct me if I am mistaken) - Tumor Origin Test (cancer origin prediction) - HRD DPYD and Tempus Purist Tests (treatment guidance) - ECG-AF algorithm (atrial fibrillation risk) None of these are truly generative AI applications"
[X Link](https://x.com/thecheekybuddha/status/1867968758477697196) 2024-12-14T16:23Z [---] followers, [---] engagements
"$TEM GenAI products (Tempus One & Olivia) are barely mentioned in their S1 and earnings calls. Tempus One is more of an organizational tool for doctors than a true generative AI product like GitHub Copilot"
[X Link](https://x.com/thecheekybuddha/status/1867968759769768107) 2024-12-14T16:23Z [---] followers, [---] engagements
"The company changed its name from Tempus Labs to Tempus AI $TEM in [----] - timing that raises eyebrows given the AI hype cycle. But hey I'd do the same to ride the wave especially if I have the biggest oncology database to power LLMs to actually build AI solutions"
[X Link](https://x.com/thecheekybuddha/status/1867968761514611027) 2024-12-14T16:23Z [---] followers, [---] engagements
"Big pharma relationships key facts for $TEM are solid though: - AstraZeneca: $220M commitment - GSK: $180M commitment - Recursion: Potential $160M through [----] - Operating with 200+ biopharma partners - Connected to over half of US oncologists via partnerships - [---] patents (compared to Flatiron Health's [--] and Bruker's 44)"
[X Link](https://x.com/thecheekybuddha/status/1867968762797756530) 2024-12-14T16:23Z [---] followers, [---] engagements
"The bull case: Tempus has the largest oncology dataset which positions them well for future AI development. But that's a bet on potential not current reality as of now from what I understand. $TEM is making big moves: 200+ petabytes of health data 78% margins in Data & Services SoftBank JV for Japan expansion and partnerships with BioNTech/Merck. In a $200B AI health tech market growing 43% yearly they're targeting $6-9B revenue by 2032"
[X Link](https://x.com/thecheekybuddha/status/1867968764001579190) 2024-12-14T16:23Z [---] followers, [----] engagements
"$COIN looks ready to break ATH. Some crypto commentary: - Trump's potential executive order making Bitcoin a US reserve asset may drive a $20 billion BTC purchase in [----]. - The Bitcoin Act of [----] introduced by pro-crypto Senator Cynthia Lummis in July proposes that the Treasury and Federal Reserve purchase [------] BTC annually over five years accumulating [--] million BTC. - The reserve will be held for at least [--] years thereby taking 5% of Bitcoins total supply (of [--] million tokens) from circulation. - $BTC breaking ATH A lot of noise too much noise"
[X Link](https://x.com/thecheekybuddha/status/1868488336802791662) 2024-12-16T02:48Z [---] followers, [---] engagements
"@mvcinvesting Thread on $TEM https://x.com/thecheekybuddha/status/1867968752958263803 Recently with the AI hype or bubble (whatever you may call it) $TEM also known as TEMPUS AI has gained traction. Some facts: - 12/11 was its lockup expiry and since then we've seen a lot of insider sells but ARKK keeps loading up. https://x.com/thecheekybuddha/status/1867968752958263803 Recently with the AI hype or bubble (whatever you may call it) $TEM also known as TEMPUS AI has gained traction. Some facts: - 12/11 was its lockup expiry and since then we've seen a lot of insider sells but ARKK keeps"
[X Link](https://x.com/thecheekybuddha/status/1868676788232306746) 2024-12-16T15:17Z [---] followers, [---] engagements
"$TEM expands partnership with Personalis $PSNL to offer NeXT Personal Dx MRD testing to biopharma clients. The exclusive deal enables ultra-sensitive cancer monitoring across breast lung & solid tumors bundled with Tempus's existing solutions. Tempus providing scale for Personalis while increasing their breadth of services"
[X Link](https://x.com/thecheekybuddha/status/1868739187333054679) 2024-12-16T19:25Z [---] followers, [---] engagements
"I agree - any takes on $AUR - seem to have great leadership. The founder is Chris Urmson the former chief technology officer of Google/Alphabet Inc.'s self-driving team which became known as Waymo Sterling Anderson former head of Tesla Autopilot and Drew Bagnell former head of Uber's autonomy and perception team"
[X Link](https://x.com/thecheekybuddha/status/1868747565937648108) 2024-12-16T19:58Z [---] followers, [--] engagements
"$UBER set to surge in [----]. Analysts say robotaxis won't kill the ride-sharing giant - they'll help it. Goldman sees 55%+ upside despite recent dip. Price target ranging from: $95-120 Goldman Target: $96 Evercore ISI Target: $120 JPM Target: $95"
[X Link](https://x.com/thecheekybuddha/status/1869026441926791256) 2024-12-17T14:26Z [---] followers, [---] engagements
"$GOOG $HON $IONQ $BTC $ETH It is theorized that SHA-256 is already quantum-safe meaning there is no quantum algorithm discovered that can efficiently reverse this type of hashing although it's possible one still exists and just hasn't been identified yet. This will change in the future as we achieve more powerful quantum computing. Hashing and encryption algorithms will have to change from their current state. https://www.bigbrain.holdings/post/quantum-threat-to-cryptography/#quick_explanation_of_quantum_hashrate"
[X Link](https://x.com/thecheekybuddha/status/1869032135954215256) 2024-12-17T14:49Z [---] followers, [---] engagements
"12/17- ARK buys more of TEMPUS AI $TEM purchasing a total of [------] shares valued at $12666327"
[X Link](https://x.com/thecheekybuddha/status/1869197315111792892) 2024-12-18T01:45Z [---] followers, [----] engagements
"$TEM - Chart looks awful. Basic TA: - Price at $38.95 in a clear downtrend - Trading well below SMA [--] (41.50) - Price making consistent lower highs and lower lows since November peak - Given the current bearish trend looking to hit near IPO price at least serving as the next level of support (37ish level) Potential Entry: - would make sense at a bounce and consolidation around the $37.96 support level -A reversal confirmation with higher lows and a break above the [--] SMA - Increased volume to confirm the reversal Not advice just utilizing what I've been learning. Hope its helpful"
[X Link](https://x.com/thecheekybuddha/status/1869207352500523068) 2024-12-18T02:25Z [---] followers, [----] engagements
"1/ $TTAN - ServiceTitan -NEW IPO that happened on 12/12"
[X Link](https://x.com/macaronicapital/status/1869213352733630758) 2024-12-18T02:49Z [---] followers, [---] engagements
"2/ The company trading under ticker symbol $TTAN sold shares at $71 apiece on (12/11) Wednesday above the expected range. The stock opened and closed at exactly $101 per share and is sitting at [---] per share on 12/17"
[X Link](https://x.com/macaronicapital/status/1869213354168037725) 2024-12-18T02:49Z [---] followers, [--] engagements
"3/ What does ServiceTitan $TTAN do In simple terms ServiceTitan is a cloud software platform that serves as the operating system for trades businesses (plumbers HVAC techs roofers landscapers). They help contractors manage everything from customer relationships and scheduling to payments and payroll replacing manual processes with digital solutions for small/medium businesses that have historically used paper-based systems"
[X Link](https://x.com/macaronicapital/status/1869213356218863626) 2024-12-18T02:49Z [---] followers, [---] engagements
"4/Who are the founders of $TTAN Service Titan The company was founded by Ara Mahdessian and Vahe Kuzoyan who both came from families that owned small businesses and understood firsthand the challenges these businesses face with manual processes"
[X Link](https://x.com/macaronicapital/status/1869213358450516161) 2024-12-18T02:49Z [---] followers, [---] engagements
"5/ How big is ServiceTitan's Market $TTAN ServiceTitan operates in a massive $1.5T trades services market in US/Canada but currently targets $650B of serviceable spend. They make revenue by taking 1% of customer transaction volume (currently $62B processed) but believe they can expand to 2% creating a $13B opportunity. This is classic software expansion into an underserved market that still runs on paper and manual processes. The TAM story is compelling as they're digitizing an essential industry"
[X Link](https://x.com/macaronicapital/status/1869213360102760894) 2024-12-18T02:49Z [---] followers, [---] engagements
"6/ How fast is ServiceTitan $TTAN growing Their Revenue hit $685M over last [--] months with 26% YoY growth. Even more impressive is their 110% net revenue retention meaning existing customers spend more over time. They have 8000+ customers spending $85k/year on average with 1000+ spending $100k annually. This shows they can land and expand within accounts selling additional services like payments processing and financing on top of their core platform"
[X Link](https://x.com/macaronicapital/status/1869213362036318630) 2024-12-18T02:49Z [---] followers, [---] engagements
"7/ What does ServiceTitan's $TTAN profitability look like The financials tell a classic high-growth software story: Strong 64% gross margins show the core business model works but they're running at -25% operating margins and -2% FCF margins as they invest heavily in growth. 34% of revenue goes to sales/marketing indicating they're prioritizing market share over profitability. This makes sense given the massive market opportunity but investors should watch for progress toward profitability over time"
[X Link](https://x.com/macaronicapital/status/1869213363655315845) 2024-12-18T02:49Z [---] followers, [---] engagements
"8/ How sticky is the ServiceTitan platform $TTAN Their 8000+ customers are trades businesses like plumbers HVAC techs roofers and landscapers. The 95% gross retention rate is impressive for SMB software where business failures often lead to higher churn. Once implemented ServiceTitan becomes mission-critical - handling everything from customer calls to scheduling invoicing and payments. This creates high switching costs and stable recurring revenue"
[X Link](https://x.com/macaronicapital/status/1869213364993302601) 2024-12-18T02:49Z [---] followers, [---] engagements
"9/ What's ServiceTitan's $TTAN competitive advantage and should you invest Several strong moats: 1) They're often first to digitize these businesses avoiding competition with legacy vendors 2) Their comprehensive platform handles every key workflow making them essential to daily operations 3) High switching costs once businesses rely on them for core processes 4) Network effects as they process more payments and gather industry data 5) They understand the unique needs of trades businesses better than horizontal software players. The combination creates strong barriers to entry. The share"
[X Link](https://x.com/macaronicapital/status/1869213366578717134) 2024-12-18T02:49Z [---] followers, [---] engagements
"$TEM well that happened quick. Not sure what the floor is here. Chart shows $30-31 $TEM - Chart looks awful. Basic TA: - Price at $38.95 in a clear downtrend - Trading well below SMA [--] (41.50) - Price making consistent lower highs and lower lows since November peak - Given the current bearish trend looking to hit near IPO price at least serving as the next https://t.co/jto126UIvn $TEM - Chart looks awful. Basic TA: - Price at $38.95 in a clear downtrend - Trading well below SMA [--] (41.50) - Price making consistent lower highs and lower lows since November peak - Given the current bearish"
[X Link](https://x.com/thecheekybuddha/status/1869399816989802744) 2024-12-18T15:10Z [---] followers, [---] engagements
"$TEM Tempus AI expands insurance coverage securing in-network status with BCBS Illinois California + Avalon Healthcare network. The company said the agreements provide patients covered by the insurance plans with access to Tempus testing"
[X Link](https://x.com/thecheekybuddha/status/1869408431628833248) 2024-12-18T15:44Z [---] followers, [---] engagements
"$UBER Price Target Maintained With a $90.00/Share by Cantor Fitzgerald"
[X Link](https://x.com/thecheekybuddha/status/1869408678908231996) 2024-12-18T15:45Z [---] followers, [---] engagements
"@ChartsJavi Yep $NU primary support at $10.70 zone (previous resistance turned support) Not sure where the next lowrisk spot would be. [---] EMA around $8.50-9.00"
[X Link](https://x.com/thecheekybuddha/status/1869432596771549516) 2024-12-18T17:20Z [---] followers, [---] engagements
"@DeItaone They will use $AFRM " $AAPL agreed to integrate Affirm's payment options into Apple Pay for U.S." on 6/12/24"
[X Link](https://x.com/thecheekybuddha/status/1869464521708032188) 2024-12-18T19:27Z [---] followers, [---] engagements
"$NU entry position started"
[X Link](https://x.com/thecheekybuddha/status/1869479424384815257) 2024-12-18T20:26Z [---] followers, [---] engagements
"This is awesome. Thank you 🙏🏽 Question about $NU the devaluation of the real to the dollar by by 10-13% just this quarter will impact their q4 earnings unless the real swings back to what it was by earnings date in feb [----]. Fair to say their CAGR numbers will be severely impacted by this devaluation of currency Or does the market understand the devaluation and price that in during ER"
[X Link](https://x.com/thecheekybuddha/status/1869707462787350787) 2024-12-19T11:32Z [---] followers, [---] engagements
"$UBER hires Target Albertsons retail media maven Kristi Argyilan to lead ads business. Uber Advertising which is two years in operation is expected by the company to surpass $1 billion in revenue this year"
[X Link](https://x.com/thecheekybuddha/status/1869799545129030001) 2024-12-19T17:38Z [---] followers, [---] engagements
"$TEM ARK purchased of [------] more shares of Tempus AI today"
[X Link](https://x.com/thecheekybuddha/status/1869989383476261183) 2024-12-20T06:13Z [---] followers, [---] engagements
"@ZaStocks Do you think companies like $CHPT get some love from this theme"
[X Link](https://x.com/thecheekybuddha/status/1870951345857151029) 2024-12-22T21:55Z [---] followers, [---] engagements
"$TEM insider selling continues. CEO Eric P. Lefkofsky sold [------] shares on Wednesday December 18th. The stock was sold at an average price of $37.54 for a total of $7044568.70"
[X Link](https://x.com/thecheekybuddha/status/1871220807537696857) 2024-12-23T15:46Z [---] followers, [---] engagements
"@ZaStocks Some people say $joby is way ahead of $achr from being a real product and service. Does that change your perception or is $achr on the top due to their partnerships"
[X Link](https://x.com/thecheekybuddha/status/1871683334327382515) 2024-12-24T22:24Z [---] followers, [---] engagements
"$DIS CEO race: EA's Andrew Wilson emerges as surprise external frontrunner. Internal contenders include Entertainment co-chairs Dana Walden & Alan Bergman Parks chief Josh D'Amaro and ESPN chair Jimmy Pitaro. Board wants successor named early [----] a year before Iger's final exit"
[X Link](https://x.com/thecheekybuddha/status/1872074147087462474) 2024-12-26T00:17Z [---] followers, [--] engagements
"Cheatsheet on $NU from Q3'24. Numbers look fantastic. Brazil's Macro overlay is THE concern and why its down into the end of the year"
[X Link](https://x.com/thecheekybuddha/status/1872300067073491069) 2024-12-26T15:14Z [---] followers, [---] engagements
"Loop Capital downgrades $HNST to Hold with $7 PT following 125% YTD stock run-up. Key concerns: China tariff exposure for baby wipes with no clear contingency plan limited manufacturing leverage vs competitors founder Jessica Alba's reduced involvement and projected FCF decline from $18M to $12M in [----]. While Amazon partnership benefits channel volatility adds uncertainty"
[X Link](https://x.com/thecheekybuddha/status/1872303162935189697) 2024-12-26T15:27Z [---] followers, [---] engagements
"$NU Holdings Top 3: - Rua California - 19% of shares outstanding - Capital Research - 5.9% of shares - BlackRock - 5.5% of the shares"
[X Link](https://x.com/macaronicapital/status/1872325882553270515) 2024-12-26T16:57Z [---] followers, [---] engagements
"(1/6) 🧵Thread on Aurora Innovation $AUR: COMPANY & FOUNDERS: 🚀 Aurora Innovation ($AUR) - founded in [----] by Chris Urmson (former Google/Waymo) Sterling Anderson (Tesla Autopilot) and Drew Bagnell (Uber ATG). Leaders in autonomous vehicle tech particularly focused on trucking. 🌟 Fun fact: Chris Urmson led Google's self-driving car project (now Waymo) for years before starting $AUR. He's been called the "father of self-driving cars" by some in the industry"
[X Link](https://x.com/thecheekybuddha/status/1872726868882870576) 2024-12-27T19:30Z [---] followers, [---] engagements
"(2/6) CORE BUSINESS: 🚛 $AUR is revolutionizing freight transport with autonomous trucking tech. Their flagship product the Aurora Driver is a complete self-driving system that can be integrated into multiple vehicle types. 🤝 They've built impressive partnerships with industry giants including PACCAR Volvo Trucks Toyota FedEx Werner and Uber Freight. $AUR focuses on a driver-as-a-service model. Together represent 75% of the US truck manufacturing market positioning them well for future scaling"
[X Link](https://x.com/thecheekybuddha/status/1872726870430503346) 2024-12-27T19:30Z [---] followers, [--] engagements
"(3/6) TECHNOLOGY: 📡 $AUR's secret weapon FirstLight Lidar - their proprietary sensor tech that can detect objects 450+ meters away crucial for highway autonomous driving. 🔍 In [----] $AUR acquired Blackmore a Montana-based lidar company strengthening their sensor expertise. This acquisition is now bearing fruit"
[X Link](https://x.com/thecheekybuddha/status/1872726873181929583) 2024-12-27T19:30Z [---] followers, [--] engagements
"(4/6) LATEST NEWS: 🎉 Breaking: $AUR just opened a massive [-----] sq ft facility in Bozeman Montana Located at Montana State University's Innovation Campus leveraging the region's 30-year photonics expertise. 🏢 The new facility includes: Advanced R&D labs Manufacturing area with cleanroom Vehicle testing garage Modern office spaces"
[X Link](https://x.com/thecheekybuddha/status/1872726874482176376) 2024-12-27T19:30Z [---] followers, [---] engagements
"(5/6) OPERATIONS & FUTURE: 🚚 Currently: $AUR's autonomous trucks are hauling commercial freight daily in Texas 📅 Major milestone ahead: Commercial launch of autonomous trucking planned for April [----] in Texas"
[X Link](https://x.com/thecheekybuddha/status/1872726876000797046) 2024-12-27T19:30Z [---] followers, [---] engagements
"(6/6) INFRASTRUCTURE: 🏗 Unlike passenger robotaxis autonomous trucking requires less complex infrastructure and focuses on highway driving potentially enabling faster path to commercialization. $AUR What do you think Just getting started or is $TSLA and Waymo $GOOG the ones we should only focus on"
[X Link](https://x.com/thecheekybuddha/status/1872726877653352756) 2024-12-27T19:30Z [---] followers, [---] engagements
"$LAZR $TSLA Tesla bought over $2 million worth of lidar sensors from Luminar this year / Elon Musk previously dismissed the laser sensor as a crutch and said that any company relying on lidar to power self-driving was doomed"
[X Link](https://x.com/thecheekybuddha/status/1872855685484192192) 2024-12-28T04:02Z [---] followers, [---] engagements
"📊 #LAZR Financials (2/5): Q3'24 highlights: 1) Record production - shipped more than past [--] quarters combined 2) Significant cash flow improvement ($20M better vs Q2 in both Non-GAAP & GAAP) 3) Previous revenue $95M+ order book $3B+ 4) Cash runway $315M with improved burn rate 5) Cost optimization showing results 6) Global Volvo EX90 production ramping. Note: 10-Q extended to Nov [--]. Watch margins at scale. $LAZR"
[X Link](https://x.com/thecheekybuddha/status/1873062966993797594) 2024-12-28T17:46Z [---] followers, [---] engagements
"🏭 #LAZR Execution (4/5): Company restructured for industry headwinds + long-term value. Key metrics: 1) Celestica manufacturing partnership delivering results 2) Global EX90 deliveries started 3) Production quality/yields strong 4) Cost reduction on track 5) Non-technical headcount reduced 6) Supply chain performing. 2024-25 remains crucial period. Celestica partnership proving vital for scale. $LAZR"
[X Link](https://x.com/thecheekybuddha/status/1873062974002479420) 2024-12-28T17:46Z [---] followers, [---] engagements
"🎯 #LAZR Catalysts (5/5): Watch for: 1) New Volvo model details/timeline 2) EX90 global delivery numbers 3) Japanese automaker software development 4) Halo commercialization 5) Q4 cash improvements from restructuring 6) Progress on ADAS features 7) Cost reduction milestones 8) Profitability path to [----] 9) Level 3+ autonomy adoption. $LAZR positioning for "trillion-dollar industry" opportunity. $LAZR"
[X Link](https://x.com/thecheekybuddha/status/1873062977726808367) 2024-12-28T17:46Z [---] followers, [---] engagements
"Now Im not an expert in this field so not sure which tech is better but as you know Elon does not believe in Lidar for autonomous driving. What do you think $LAZR $TSLA $MVIS $LIDR $OUST $INVZ $AUR 👇"
[X Link](https://x.com/thecheekybuddha/status/1873062980507807978) 2024-12-28T17:46Z [---] followers, [---] engagements
"@MMMTwealth Timeline on $NU with the macro risks Or does a great Q4 earning get us back on track even with macro risks Have a hard time assessing risk in the next [--] months. LT I agree"
[X Link](https://x.com/thecheekybuddha/status/1873090869156561404) 2024-12-28T19:37Z [---] followers, [----] engagements
"Adding $HNST to LT Portfolio. I believe it has the power to become the next big household/cosmetics brand. I really like the narrative and brand. A thread below if interested 👇🏼"
[X Link](https://x.com/thecheekybuddha/status/1873785099231383832) 2024-12-30T17:35Z [---] followers, [---] engagements
"1/ $HNST Q3'24 Results: Record revenue of $99.2M (+15.2% YoY) with significant margin expansion to 38.7% (+710bps). Four consecutive quarters of positive Adj. EBITDA shows transformation strategy is working. Strong balance sheet with $53.4M cash zero debt"
[X Link](https://x.com/thecheekybuddha/status/1873785100644778214) 2024-12-30T17:35Z [---] followers, [--] engagements
"2/ $HNST Slow Growth Story But Accelerating: Q1: $86.2M (+3.4%) Q2: $93.0M (+10.1%) Q3: $99.2M (+15.2%) Outperforming sector as clean products gain market share. Digital channel consumption +19% at largest customer. Channel checks indicate strong Q4 momentum"
[X Link](https://x.com/thecheekybuddha/status/1873785102024810854) 2024-12-30T17:35Z [---] followers, [--] engagements
"3/ $HNST vs Peers: Revenue Growth: 15.2% vs 3.5% Gross Margin: 38.7% vs 35.2% D2C Revenue: 45% vs 25% Honest Company's transformation delivering results with industry-leading growth and margins. Leadership in clean products driving market share gains"
[X Link](https://x.com/thecheekybuddha/status/1873785103484412397) 2024-12-30T17:35Z [---] followers, [--] engagements
"Saw this list of stocks floating around on Reddit. I agree with some of the names on here but some are really out there. thoughts Nuclear: $OKLO $NNE $SMR Rare Minerals: $CCJ $PPTA $UAMY $UUUU $LAC eVTOL: $ACHR $JOBY Space: $LUNR $RDW $KULR $RKLB Quantum: $RGTI $IONQ $QBTS $QUBT Robotics: $PNG_V $RCAT $LAZR $LASE Tech: $SOUN $SNOW $HOOD $SE $GRAB $UBER $PLTR $BBAI $AMD $BABA Lending: $UPST $SOFI $AFRM"
[X Link](https://x.com/macaronicapital/status/1874605973526261895) 2025-01-01T23:57Z [---] followers, [----] engagements
"Futures $SPY $DJI $NDAQ"
[X Link](https://x.com/macaronicapital/status/1874626804272808174) 2025-01-02T01:20Z [---] followers, [--] engagements
"Google $GOOG 🤝 Reddit $RDDT Google gets: LLM training data Reddit gets: Top ranking in search results That was the partnership agreement and thats why Reddit is EVERYWHERE now. There might be a pull back as $RDDT has run 150% in the past [--] months but I believe this partnership/agreement with $GOOG still has room to run"
[X Link](https://x.com/thecheekybuddha/status/1874630056431206882) 2025-01-02T01:33Z [---] followers, [---] engagements
"@ZaStocks $TAN and chill"
[X Link](https://x.com/thecheekybuddha/status/1874630668338213276) 2025-01-02T01:35Z [---] followers, [---] engagements
"JMP Securities downgrades $UBER from Market Outperform to Market Perform (PT: $95) Key points: Downgrade driven by autonomous vehicle (AV) disruption concerns Waymo's rapid expansion & "unlimited capital access" cited as major threat Uber faces execution risk in hybrid 1P/3P AV marketplace strategy [----] AV regulations could favor competitors like $TSLA Analysts need "greater clarity" on Uber's AV transition plan JMP: "While Uber leads traditional rideshare AV shift creates uncertainty. Shares fairly valued until strategy clarifies.""
[X Link](https://x.com/thecheekybuddha/status/1874823613380956485) 2025-01-02T14:22Z [---] followers, [---] engagements
"My opinion: The TAM is huge for a winner take all scenario. $UBER will be a huge winner with autonomous cars flight and delivery"
[X Link](https://x.com/thecheekybuddha/status/1874823615843332605) 2025-01-02T14:22Z [---] followers, [---] engagements
"@cfromhertz Are people still buying $TSLA based on their car delivery numbers I thought the market had shifted away and poured money into Tesla due to their other TAMs/Themes they are looking monetize: - AV - Robotics - Energy - Elon in the White House"
[X Link](https://x.com/thecheekybuddha/status/1874826258284220620) 2025-01-02T14:33Z [---] followers, [---] engagements
"@hhhypergrowth Agree with your thesis. With 200M Prime members at $AMZN this doesn't make too much sense. Even if the argument was for $LYFT 's logistics and fleet management technology I'm pretty sure they use $GOOG maps"
[X Link](https://x.com/traderbigmac/status/1874936630387318859) 2025-01-02T21:51Z [---] followers, [---] engagements
"According to estimates nearly half of new AI data centers might not have enough power by [----]. This is why everyone is betting on nuclear energy with the likes of $OKLO $SMR I think when clean energy can't meet soaring demand oil & gas will bridge the gap to power our growing energy needs for AI. $XOM $CVX $OXY"
[X Link](https://x.com/traderbigmac/status/1874968124321087753) 2025-01-02T23:56Z [---] followers, [---] engagements
"If AR/VR theme heats up $KOPN could be very interesting for the next couple of weeks. Seeing an uptick of volume Previously supplied parts for both $META $GOOG"
[X Link](https://x.com/traderbigmac/status/1875554915399139733) 2025-01-04T14:48Z [---] followers, [---] engagements
"Agree with you here @sv_techie - the vertical integration of $GOOG doesn't get enough credit. They innovate in a cutting edge field and then disperse the innovation in two ways: 1.) All of their consumer facing apps (maps mail youtube workspace etc.) 2.) GCP - to make the tech available to their book of clients"
[X Link](https://x.com/thecheekybuddha/status/1875638691877810210) 2025-01-04T20:21Z [---] followers, [---] engagements
"@mvcinvesting Thanks for this Really cool to see a company specializing in this with great growth. One question: - if solar is cheaper what is the incentive to keep building wind farms is it because land is scarce in Europe"
[X Link](https://x.com/thecheekybuddha/status/1875900153447764181) 2025-01-05T13:40Z [---] followers, [--] engagements
"$JPM reduced $GRAB stake by 58.1% selling 17.6M shares in Q3. Now holds 12.7M shares valued at $48.3M representing 0.32% ownership"
[X Link](https://x.com/thecheekybuddha/status/1875900965263646763) 2025-01-05T13:43Z [---] followers, [--] engagements
"$SQ was recently upgraded to Outperform from Raymond James with higher price target of $115"
[X Link](https://x.com/thecheekybuddha/status/1876091975063175450) 2025-01-06T02:22Z [---] followers, [--] engagements
"🚨 DISNEY-FUBO DEAL: Disney to merge Hulu + Live TV with FuboTV in new streaming venture. $DIS to own 70% stake. Deal includes settlement of Venu Sports litigation. $FUBO up 185% in pre-market"
[X Link](https://x.com/traderbigmac/status/1876273934863311098) 2025-01-06T14:25Z [---] followers, [---] engagements
"$UBER Announces $1.5B Share Buyback"
[X Link](https://x.com/thecheekybuddha/status/1876277132063838377) 2025-01-06T14:38Z [---] followers, [---] engagements
"@ZaStocks Couldn't agree more. 1T company in the making. The buyback announcement of $UBER is *chef's kiss* FCF is about to get crazy. Value coming back to shareholders"
[X Link](https://x.com/thecheekybuddha/status/1876277668628635999) 2025-01-06T14:40Z [---] followers, [---] engagements
"$UBER $AUR CEO Dara Khosrowshahi resigns Aurora's board"
[X Link](https://x.com/thecheekybuddha/status/1876290230955004261) 2025-01-06T15:30Z [---] followers, [---] engagements
"Dana White joins $META board. This is interesting"
[X Link](https://x.com/thecheekybuddha/status/1876381593004343592) 2025-01-06T21:33Z [---] followers, [--] engagements
"Ive never been interested in joining a board of directors until I got the offer to join Metas board. I am a huge believer that social media and AI are the future said Dana White President and CEO of UFC. I am very excited to join this incredible team and to learn more about this business from the inside. There is nothing I love more than building brands and I look forward to helping take Meta to the next level. $META #UFC"
[X Link](https://x.com/thecheekybuddha/status/1876381809241469243) 2025-01-06T21:34Z [---] followers, [--] engagements
"$GOOG unveiled the latest version of its TV operating system at CES [----] on Monday. [--] It uses the company's Gemini AI assistant to summarize the biggest news of the day for you. [--] By asking Gemini to play your "News Brief" the AI assistant will scrape news stories from across the internet and YouTube video headlines posted by trusted news channels and will produce a brief summary to catch you up on the day's events. 💾 Google is a media giant in the making"
[X Link](https://x.com/thecheekybuddha/status/1876383464993497470) 2025-01-06T21:40Z [---] followers, [--] engagements
"$UBER Teams Up with $NVDA to Advance Autonomous Driving Technology. This is huge"
[X Link](https://x.com/traderbigmac/status/1876649617376555225) 2025-01-07T15:18Z [---] followers, [---] engagements
"$NVDA and $UBER - backed $SERV Robotics has raised $80 million in a direct offering of [---] million shares of common stock money that will help the company extend its runway through 2026"
[X Link](https://x.com/traderbigmac/status/1876651121932128554) 2025-01-07T15:24Z [---] followers, [---] engagements
"🔥 NVIDIA $NVDA CES [----] MEGA THREAD (1/10) Breaking down Jensen Huang's major #CES2025 keynote. Massive announcements spanning gaming AI automotive and consumer markets"
[X Link](https://x.com/traderbigmac/status/1876815706357944725) 2025-01-08T02:18Z [---] followers, [---] engagements
"🎮 $NVDA RTX [--] Series Deep Dive (2/10) - Next-gen gaming chips featuring Blackwell AI architecture - Focus on cinematic-quality graphics - Enhanced shader technology - Breakthrough in human face rendering - Direct tech transfer from data center AI chips"
[X Link](https://x.com/traderbigmac/status/1876815708568330348) 2025-01-08T02:18Z [---] followers, [--] engagements
"🤖 Cosmos Platform Details (3/10) $NVDA's new foundation models: - Generates physics-accurate training videos - Targeted at robotics & autonomous vehicles - Text-to-video generation capability - Physics-compliant outputs - Open license model (similar to $META Llama 3) - Major cost reduction vs traditional data collection"
[X Link](https://x.com/traderbigmac/status/1876815710581572046) 2025-01-08T02:18Z [---] followers, [--] engagements
"💻 Developer Desktop Launch (4/10) $NVDA s first-ever desktop computer: - Specifically engineered for developers - Not targeting consumer market - Strategic expansion beyond chip manufacturing - Leverages AI expertise in new form factor"
[X Link](https://x.com/traderbigmac/status/1876815712473297014) 2025-01-08T02:18Z [---] followers, [--] engagements
"🏢 Business Strategy (6/10) $NVDA expanding across markets: - Cloud to consumer transition - Enterprise solutions - Edge computing - Consumer devices - Automotive sector growth"
[X Link](https://x.com/macaronicapital/status/1876815717074440673) 2025-01-08T02:18Z [---] followers, [--] engagements
"🚗 Automotive Projections (7/10) $WFC Wells Fargo analyst forecast: - Automotive division targeting $5B by FY2026 - Major growth sector - Self-driving capabilities - AI-powered vehicle systems"
[X Link](https://x.com/macaronicapital/status/1876815718945116343) 2025-01-08T02:18Z [---] followers, [--] engagements
"📈 Wall Street Analysis - Part [--] (8/10) $BAC Bank of America on $NVDA: - Maintains BUY rating - Top sector pick - Highlights GenAI compute dominance - Notes ecosystem expansion - Emphasizes cloud-to-consumer strategy"
[X Link](https://x.com/macaronicapital/status/1876815720761201030) 2025-01-08T02:18Z [---] followers, [--] engagements
"📊 Wall Street Analysis - Part [--] (9/10) $SF Stifel on $NVDA: - "Significant but long-tailed announcements" - Strengthening competitive moat - Multi-billion dollar potential in: AI agents Robotics Autonomous vehicles Graphics Edge computing"
[X Link](https://x.com/macaronicapital/status/1876815722682126725) 2025-01-08T02:18Z [---] followers, [--] engagements
"Delta ( $DAL ) links its loyalty program to $UBER ending partnership with $LYFT"
[X Link](https://x.com/traderbigmac/status/1876991215142408623) 2025-01-08T13:55Z [---] followers, [---] engagements
"📊 $UBER x $NVDA Partnership Announcement at #CES2025 Core Tech Details: Cosmos is being marketed to robotics and autonomy companies as a tool that generates physics-based videos from a variety of inputs including [----] trillion tokens generated from [--] million hours of video which can be used to simulate realistic industrial and driving environments. Nvidia DGX Cloud would provide Uber and other companies with access to high-performance AI infrastructure to train fine-tune and deploy AI self-driving models. 🚗💻 Strategic Context: After Uber's rocky AV history (ATG shutdown Waymo lawsuit 2018"
[X Link](https://x.com/traderbigmac/status/1876992911507612023) 2025-01-08T14:02Z [---] followers, [---] engagements
"@Mr_Derivatives Friday job report will tell more but seems like were in the good news is bad news phase"
[X Link](https://x.com/traderbigmac/status/1877185437141278833) 2025-01-09T02:47Z [---] followers, [---] engagements
"MoffettNathanson downgrades $AAPL to sell on decidedly unattractive outlook"
[X Link](https://x.com/traderbigmac/status/1877391763079373293) 2025-01-09T16:27Z [---] followers, [--] engagements
"@ZaStocks [----] M&A Watchlist: [--] $EXPE by $UBER or $CART by $UBER [--] Anthropic by $AMZN [--] $HSY by $MDLZ [--] $WBD by $CMCSA [--] $ROKU by ________"
[X Link](https://x.com/macaronicapital/status/1877405664235913313) 2025-01-09T17:22Z [---] followers, [---] engagements
"I think people are underestimating @finkd move to bring @danawhite on as a board member for $META Let's be honest @Meta doesn't need any more support in building a "great brand." And this is not to take anything away from @ufc because it is in fact one of the best brands in the world. Mark loves UFC and has shown his love for BJJ over the years. He's been to fights been on walkouts and even injured himself training. I think with @danawhite being on the board Mark has the opportunity to integrate his VR technology from @MetaQuestVR and create a fan experience like never before. He is going to"
[X Link](https://x.com/traderbigmac/status/1877470709901046078) 2025-01-09T21:41Z [---] followers, [---] engagements
"Top Tech Stocks held by hedge funds reverse order. 12.) Advanced Micro Devices Inc. $AMD Number of Hedge Fund Holders: [---] 11.) Salesforce Inc. $CRM Number of Hedge Fund Holders: [---] 10.) Adobe Inc. $ADBE Number of Hedge Fund Holders: [---] 9.) Broadcom Inc. $AVGO Number of Hedge Fund Holders: [---] 8.) Uber Technologies Inc. $UBER Number of Hedge Fund Holders: [---] 7.) Apple Inc. $AAPL Number of Hedge Fund Holders: [---] 6.) Taiwan Semiconductor $TSM Number of Hedge Fund Holders: [---] 5.) NVIDIA Corp. $NVDA Number of Hedge Fund Holders: [---] 4.) Alphabet Inc. $GOOGL Number of Hedge Fund Holders: 202"
[X Link](https://x.com/macaronicapital/status/1877515615449038936) 2025-01-10T00:39Z [---] followers, [---] engagements
"Wait is $NBIS what Yandex was prior to the invasion of Ukraine After the war there were sanctions that led to delisting in Nasdaq (Feb 2022) and this is what survived How did I miss this Need to look into this more"
[X Link](https://x.com/macaronicapital/status/1877545600998113781) 2025-01-10T02:38Z [---] followers, [---] engagements
"Needham analysts upgraded Lululemon Athletica Inc. $LULU stock from Hold to Buy setting a price target of $475"
[X Link](https://x.com/macaronicapital/status/1877728759005986890) 2025-01-10T14:46Z [---] followers, [--] engagements
"$NBIS - getting a lot of traction. Their revenue growth proposals look insane. Not sure if realistic at all but the theme and hype is there"
[X Link](https://x.com/macaronicapital/status/1877823458467270813) 2025-01-10T21:02Z [---] followers, [---] engagements
"@DataDInvesting @KrisPatel99 $oxy $xom $cvx"
[X Link](https://x.com/traderbigmac/status/1877909435789541746) 2025-01-11T02:44Z [---] followers, [--] engagements
"$NKE feels like its bottoming again. Ready for its quarterly 8-10% run and then followed by a contraction. Feels like the same story until management fixes the overarching issues"
[X Link](https://x.com/traderbigmac/status/1878161239412486287) 2025-01-11T19:25Z [---] followers, [--] engagements
"Piper Sandler - $NKE - NeutralOverweight - $72$90"
[X Link](https://x.com/traderbigmac/status/1878236950139711575) 2025-01-12T00:25Z [---] followers, [---] engagements
"The TSMC Arizona project is instrumental to the U.S. goal of producing 20% of the world's most advanced logic chips by [----] which the Biden administration set a few years ago before enacting the CHIPS and Science Act. TSMC's Fab [--] in Arizona produces chips for American companies in volumes (it is rumored that currently the facility's production capacity is around [-----] wafer starts per month) clear evidence that the initiative works. This is what intel should have been doing. Now we have a huge geopolitical risk if this fab scales accordingly and china comes knocking on Taiwans doors"
[X Link](https://x.com/macaronicapital/status/1878679093686014426) 2025-01-13T05:42Z [---] followers, [--] engagements
"@ZaStocks $UBER strength today is insane"
[X Link](https://x.com/macaronicapital/status/1878814420996178075) 2025-01-13T14:40Z [---] followers, [---] engagements
"@StockSavvyShay @FrameworkWisely $CRM will be the biggest beneficiary of Agentic AI"
[X Link](https://x.com/macaronicapital/status/1878891298763251768) 2025-01-13T19:46Z [---] followers, [---] engagements
"Another rating for $CART with PT of $58 - this time from BTIG Research"
[X Link](https://x.com/macaronicapital/status/1879319117569917337) 2025-01-15T00:06Z [---] followers, [---] engagements
"Block $SQ $XYZ Price Target Raised to $108.00 at Citigroup Chart has so much upside"
[X Link](https://x.com/macaronicapital/status/1879319650095509846) 2025-01-15T00:08Z [---] followers, [--] engagements
"$TEM $GOOG Google's financial relationship with Tempus AI dates back to June [----]. Tempus issued a convertible promissory note worth $330 million to Google as part of an agreement to use Google Cloud. Nearly five months later Tempus gave Google $80 million of preferred stock to partially satisfy its original promissory note"
[X Link](https://x.com/macaronicapital/status/1879916088336765193) 2025-01-16T15:38Z [---] followers, [----] engagements
"@StockSavvyShay What are your thoughts on geopolitical risks with China Tiawan and US $TSM"
[X Link](https://x.com/macaronicapital/status/1879940226015195342) 2025-01-16T17:14Z [---] followers, [---] engagements
"@MarketMaestro1 Amazing post Couldnt agree more. My largest position. One thing I am predicting is the acquisition of $CART making them more and more dominant. https://x.com/macaronicapital/status/1878975651514077534s=46&t=bV7q2mcSfD_hETK4RmBFEA Needham rates $CART buy with PT of $56 With M&A activity on the horizon for [----] I cant wait for $UBER to acquire $CART They already have some backend integration up and running with Uber eats powering restaurant delivery on instacart The merger makes too much sense. If"
[X Link](https://x.com/macaronicapital/status/1880013504037761398) 2025-01-16T22:05Z [---] followers, [---] engagements
"$SKYT works with the following companies below to help develop their quantum chips I saw last quarter they also generated a profit as well. Any good DD on them $NAUT $QSI $GOOG $QBTS"
[X Link](https://x.com/macaronicapital/status/1880367672489291807) 2025-01-17T21:32Z [---] followers, [---] engagements
"@anandragn $UBER $HNST $WULF $SQ ( $XYZ )"
[X Link](https://x.com/macaronicapital/status/1880446135502008556) 2025-01-18T02:44Z [---] followers, [---] engagements
"Yep I believe $GOOG and $RDDT have an agreement where Google gets to train on Reddit data and in return they put Reddit as one of the top responses to most search queries. This is primarily why the metrics for Reddit have have been great. If this relationship changes it would be more detrimental for Reddits share price short term"
[X Link](https://x.com/macaronicapital/status/1880448621688266945) 2025-01-18T02:54Z [---] followers, [--] engagements
"@FrameworkWisely They own Youtube and I belive that has been their primary source to train on for social data. I agree no place like Reddit. Continuously churning out new data to train on. Google pays them $60M a year to train on that data. Hopefully that need continues for next x years"
[X Link](https://x.com/macaronicapital/status/1880459990395416672) 2025-01-18T03:39Z [---] followers, [--] engagements
"Completely agree with you on the realtime community update aspect. This is the power of social media. If Google is looking to use Reddit as a realtime knowledge base that would be a bit different from what I belive is going on right now with their partnership. And if that was to be the case it would make more sense to aquire them"
[X Link](https://x.com/macaronicapital/status/1880466718713315737) 2025-01-18T04:06Z [---] followers, [--] engagements
"Why are we in a state where I need 5+ services to watch a single sport $DIS $FUBO $CMCSA $PARA $WBD $AMZN $GOOG $AAPL$DAZN 🔜 $NFLX Its out of control. And we wonder why illegal streams are still a thing"
[X Link](https://x.com/macaronicapital/status/1880488377444888946) 2025-01-18T05:32Z [---] followers, [---] engagements
"@hoomansv 😂ofcourse he is. I dont think $INTC has a play in gaming anymore. $SONY and $MSFT run on custom $AMD chips and most PC gamers use $NVDA and $AMD combo"
[X Link](https://x.com/macaronicapital/status/1880684976108384672) 2025-01-18T18:33Z [---] followers, [---] engagements
"@SixSigmaCapital On paper severely undervalued. I just dont trust Chinese equities and I think the market shares a similar sentiment as shown above"
[X Link](https://x.com/macaronicapital/status/1880685792760402016) 2025-01-18T18:36Z [---] followers, [--] engagements
"@SixSigmaCapital @plantmath1 200M in circulation and 160M is locked up 😂 no wonder the MKT CAP is soaring for this thing. Living in a simulation of corruption"
[X Link](https://x.com/macaronicapital/status/1880687298943275023) 2025-01-18T18:42Z [---] followers, [--] engagements
"@sv_techie I think from a strategical POV would make sense for $GOOG to make a bid for it. They have the expertise and it would be invaluable for their Google shopping/e-commerce business while tying it into ad revenue stream"
[X Link](https://x.com/macaronicapital/status/1880718655035773249) 2025-01-18T20:47Z [---] followers, [--] engagements
"Guess on what price $COIN opens at tomorrow morning"
[X Link](https://x.com/macaronicapital/status/1881122186540589412) 2025-01-19T23:30Z [---] followers, [--] engagements
"@5le How many times are we going to hear this narrative Its been [--] years of xyz company coming to threaten $GOOG and they just shrug them off"
[X Link](https://x.com/macaronicapital/status/1881123159879115039) 2025-01-19T23:34Z [---] followers, [--] engagements
"📈 Watchlist for Week of 1/20 🪙 $COIN - Coinbase - Momentum from $TRUMP meme coin - David Sacks's statement "The reign of terror against crypto is over" Most Crypto Favorable Government Incoming 🤖 $TEM - Tempus AI - Positioned for 2025's Agentic AI theme while $CRM leads marketing AI $TEM targets medical sector and is positioned to help a lot of doctors - Nancy Pelosi recenrly bought call options for the ticker 💻 $INTC - Intel - Market talking about acquisition rumors - Speculation around potential Elon Musk involvement 📊 $NBIS - Nebuis - Management projecting ambitious growth rates -"
[X Link](https://x.com/macaronicapital/status/1881472386949693605) 2025-01-20T22:42Z [---] followers, [---] engagements
"$OXY $XOM $CVX - should see the group move up a bit"
[X Link](https://x.com/macaronicapital/status/1881484073782423925) 2025-01-20T23:28Z [---] followers, [---] engagements
"$EOSE "There are some technical challenges that zinc-based and other alternative batteries will need to overcome to make it to the grid says Kara Rodby technical principal at Volta Energy Technologies a venture capital firm focused on energy storage technology. Zinc batteries have a relatively low efficiencymeaning more energy will be lost during charging and discharging than happens in lithium-ion cells. Zinc-halide batteries can also fall victim to unwanted chemical reactions that may shorten the batteries lifetime if theyre not managed. Those technical challenges are largely addressable"
[X Link](https://x.com/macaronicapital/status/1881739346073522351) 2025-01-21T16:23Z [---] followers, [---] engagements
"$EOSE "Funding from the DOE will support up to four additional fully automated lines in the existing factory. Altogether the four lines could produce eight gigawatt-hours worth of batteries annually by 2026enough to meet the daily needs of up to [------] homes. The DOE loan is a conditional commitment and Eos will need to tick a few boxes to receive the funding. That includes reaching technical commercial and financial milestones Kroeker says.""
[X Link](https://x.com/macaronicapital/status/1881740171231531163) 2025-01-21T16:26Z [---] followers, [---] engagements
"$EOSE Eos Energy Enterprises closed on a $303.5 million loan guaranteed by the U.S. Department of Energys Loan Programs Office the manufacturer of zinc-based long duration energy storage systems said Monday. 12/2/2024"
[X Link](https://x.com/macaronicapital/status/1881740389549535246) 2025-01-21T16:27Z [---] followers, [---] engagements
"$NFLX Q4 EPS $4.27 vs $4.20 Est Revenue $10.25B vs $10.13B Est GUIDANCE: Q1 [----] EPS $5.58 vs $5.97 Est Q1 [----] revenue $10.42B vs $10.48B Est FY2025 revenue $43.5-44.5B $NFLX added [----] million users in the fourth quarter 🤯 Key Takeaways: [--] The strong subscriber gains in [----] come from two back-to-back NFL games a successful "Jake Paul vs. Mike Tyson" boxing match and the return of "Squid Game. [--] The company is raising the price of its ad-supported plan to $7.99 from the prior $6.99. It's Standard ad-free tier will now be $17.99 up from $15.49 while its Premium plan will increase by $2 to"
[X Link](https://x.com/macaronicapital/status/1881890508340928524) 2025-01-22T02:23Z [---] followers, [--] engagements
"$UBER - Super App in the Making Uber Eats has announced a strategic partnership with The Home Depot (HD) to provide nationwide delivery services through the Uber Eats app. Starting January [--] [----] customers can order Home Depot products from over [----] store locations for on-demand or scheduled delivery. The collaboration enables users to browse and purchase various home improvement items including tools building materials and gardening supplies directly through the Uber Eats platform. The service is designed to serve both professional contractors and DIY enthusiasts offering flexible delivery"
[X Link](https://x.com/macaronicapital/status/1882077569471705438) 2025-01-22T14:47Z [---] followers, [--] engagements
"$NKE running $NKE feels like its bottoming again. Ready for its quarterly 8-10% run and then followed by a contraction. Feels like the same story until management fixes the overarching issues. $NKE feels like its bottoming again. Ready for its quarterly 8-10% run and then followed by a contraction. Feels like the same story until management fixes the overarching issues"
[X Link](https://x.com/macaronicapital/status/1882097582895415335) 2025-01-22T16:06Z [---] followers, [---] engagements
"@hoomansv This isnt going to end well. Unemployment - more liquidity - hello inflation"
[X Link](https://x.com/macaronicapital/status/1882430000496030101) 2025-01-23T14:07Z [---] followers, [--] engagements
"Is anyone going to talk about what OpenAI did to $MSFT lol"
[X Link](https://x.com/macaronicapital/status/1882453244448018829) 2025-01-23T15:40Z [---] followers, [--] engagements
"Everyone is talking about how DeepSeek runs for a fraction of the cost with comparable performance and $NVDA might be in trouble. Could it be that $GOOG with their TPUs already knew way before $AWS $MSFT - Will hyperscalers win again"
[X Link](https://x.com/macaronicapital/status/1883333980046733563) 2025-01-26T01:59Z [---] followers, [---] engagements
"LLM training and tuning costs are to decrease in the future who will benefit Creating a list of some software names: I think the leaders of the pack will be $CRM $SNOW $NET $MDB $ESTC $ASAN $NOW $ORCL $CRWD and of course $PLTR Workflow Automation & Business Process: ServiceNow $NOW - IT service and workflow automation UiPath $PATH - Robotic process automation Atlassian $TEAM - Project management and collaboration Pegasystems $PEGA - Customer engagement and process automation Appian $APPN - Low-code automation platform $MNDY - Work management platform Enterprise Data & Operations: Salesforce"
[X Link](https://x.com/macaronicapital/status/1884417579659235418) 2025-01-29T01:45Z [---] followers, [---] engagements
"$UBER is working on a new paid offering that would let commuters lock in prices for frequent rides ahead of time rivaling a popular feature that $LYFT launched five months ago"
[X Link](https://x.com/macaronicapital/status/1884418187238007097) 2025-01-29T01:48Z [---] followers, [--] engagements
"@joecarlsonshow $UBER did [--] million rides at the same time this year"
[X Link](https://x.com/macaronicapital/status/1885126582651519471) 2025-01-31T00:42Z [---] followers, [---] engagements
"$UBER $GOOG - Exclusively Auto mode activated: We're beginning our first fully autonomous miles for Waymo employees in Atlanta building on years of experience and 33M+ miles across SF PHX LA and ATX. Public autonomous rides will come to Atlantans exclusively through @Uber later this year. https://t.co/NQ2uahp481 Auto mode activated: We're beginning our first fully autonomous miles for Waymo employees in Atlanta building on years of experience and 33M+ miles across SF PHX LA and ATX. Public autonomous rides will come to Atlantans exclusively through @Uber later this year."
[X Link](https://x.com/macaronicapital/status/1885128694319964465) 2025-01-31T00:51Z [---] followers, [---] engagements
"$UBER Q4 outlook: Wall St expects EPS $0.50 (-24.2% YoY) & rev $11.74B (+18.2% YoY) Key metrics: - Mobility rev $6.8B (+22.8%) - Delivery $3.64B (+16.8%) - Freight $1.31B (+2.2%) - MAPCs projected 170M (+13.3%) - Strong regional growth led by LatAm (+23.2%) & US/Canada (+20.4%) Total bookings forecast $43.41B vs $37.58B YoY I think they beat this by ease"
[X Link](https://x.com/macaronicapital/status/1885385464196325537) 2025-01-31T17:51Z [---] followers, [--] engagements
"This is exactly what I am hinting at here. How many of those rail hiding apps still exist Uber has a global network and each region of the world will have their own AV providers. There isnt a single AV provider. Look at how many brands of cars we have today There are [--] + know companies working on AV technology at some shape or form. They need to go to market. The amount of capital spent by uber to create network effects is mindblowing. Doesnt make sense for a hardware company to even think about doing it when they can partner with uber. Uber has many AV partners on its platform already."
[X Link](https://x.com/macaronicapital/status/1885778920626143481) 2025-02-01T19:55Z [---] followers, [---] engagements
"Avride and $UBER seem to be in a deep partnership. $NBIS keeps getting more and more interesting. Additional details on the partnership: [--]. In October [----] Avride and Uber formed a multiyear strategic partnership to integrate Avride's delivery robots and autonomous vehicles into Uber and Uber Eats. [--]. As of late [----] Avride robots are delivering Uber Eats orders in Austin and Dallas. [--]. Jersey City New Jersey is slated to be the next U.S. city for robotic deliveries. [--]. The robotaxi service partnership is planned to launch in Dallas in [----]. [--]. Avride plans to expand their Uber Eats robot"
[X Link](https://x.com/macaronicapital/status/1887146171518566661) 2025-02-05T14:28Z [---] followers, [----] engagements
"$UBER on AV and the opportunity"
[X Link](https://x.com/macaronicapital/status/1887155802726916126) 2025-02-05T15:06Z [---] followers, [---] engagements
"$UBER partners for AV include so big big names $GOOG $NVDA $NBIS $AUR"
[X Link](https://x.com/macaronicapital/status/1887155804979310817) 2025-02-05T15:06Z [---] followers, [----] engagements
"$UBER Commentary from @dkhos on AV: "2024 was a turning point for the industry as AV technology began to mature and more people experienced the magic of their rst autonomous ride. Multiple AV developers including Waymo WeRide Pony and Baidu are now oering fully self-driving rides to the public in geofenced areas. Many others including Avride Mobileye Nuro Tesla and Zoox could reach that milestone in the coming quarters or years. Naturally investors are debating whether AVs pose a risk or present a massive opportunity for Uber. Based on our deep engagement with AV technology developers auto"
[X Link](https://x.com/macaronicapital/status/1887158415023350068) 2025-02-05T15:16Z [---] followers, [---] engagements
"$CART will become indispensable for retailers and grocery stores"
[X Link](https://x.com/macaronicapital/status/1887259755439399258) 2025-02-05T21:59Z [---] followers, [---] engagements
"Snowflake is very user friendly and intuitive. Its a complete data warehousing solution. I have concerns regarding its AI specific usecases and sql processing costs when you attempt to manipulate data structures but fantastic user friendly product. Databricks on the other hand is more developer friendly and built for complex AI usecases. A lot of acquisitions happening and to happen in this space. Both great names for the future just serve different usecases"
[X Link](https://x.com/macaronicapital/status/1887372933083038020) 2025-02-06T05:29Z [---] followers, [--] engagements
"Still think this happens in the next 12-18 months $cart 🫱🏼🫲🏽 $uber Needham rates $CART buy with PT of $56 With M&A activity on the horizon for [----] I cant wait for $UBER to acquire $CART They already have some backend integration up and running with Uber eats powering restaurant delivery on instacart The merger makes too much sense. If Needham rates $CART buy with PT of $56 With M&A activity on the horizon for [----] I cant wait for $UBER to acquire $CART They already have some backend integration up and running with Uber eats powering restaurant delivery on instacart The merger makes too"
[X Link](https://x.com/macaronicapital/status/1887934695112839367) 2025-02-07T18:41Z [---] followers, [---] engagements
"$UBER $NBIS $OSCR $EOSE - I think do well over the next 12-18 months. $UBER - Bill just bought a huge stake and the fear of $TSLA or anyone else eating their lunch is overblown. Tesla doesn't even have a product on the market yet. Also this is UBER - they do [--] million rides around the world at ONE given time. $NBIS - This is what is left of Yandex after the company as broken up due to sanctions in [----]. They have backing from $NVDA with some sort of contract that is unclear. They are also partnered with $UBER via their AV RIDE solutions for food deliver in Austin. $OSCR - This has Trump"
[X Link](https://x.com/macaronicapital/status/1888247889580965926) 2025-02-08T15:25Z [---] followers, [---] engagements
"Can $NOW challenge $CRM as the leader of Agentic AI theme"
[X Link](https://x.com/macaronicapital/status/1888341705063379000) 2025-02-08T21:38Z [---] followers, [---] engagements
"@ZaStocks Agreed Za AV RIDE from $NBIS looks interesting as well. Especially their partnership with $uber in Austin"
[X Link](https://x.com/macaronicapital/status/1888689427494629536) 2025-02-09T20:40Z [---] followers, [---] engagements
"@ACapitalLP Believe it or not $UBER is integrated in the backend with $CART. They do their grocery deliveries in certain areas. Its too much noise for it to no not mean anything. Instacart is already Profitable"
[X Link](https://x.com/macaronicapital/status/1888766450631835777) 2025-02-10T01:46Z [---] followers, [---] engagements
"@hoomansv just wait until we see triple digits and they acquire $CART"
[X Link](https://x.com/macaronicapital/status/1889021332152885575) 2025-02-10T18:39Z [---] followers, [---] engagements
"$UBER $LYFT $NVDA $MBLY $GOOG Were already starting to see the arms race for AVs and the best way to go to market is by partnering with an established player. $UBER is the leading establish player in this space. This market is not winner takes all but there will be a leader in this pack and based on the partnerships and scale all roads point to uber. I hope $TSLA speeds up its robotaxi endeavors cant wait to see the best product on the market.The amount of capital expenditure required to not only produce the cars but to own maintain and do fleet management with availability in realtime them"
[X Link](https://x.com/macaronicapital/status/1889275144725483555) 2025-02-11T11:27Z [---] followers, [---] engagements
"$UBER - guess who theyre partnered with NEWS: Morgan Stanley analyst Adam Jonas said he was left "speechless" after he spent an hour this week being driven in a robotaxi in London. Adam rode in a development vehicle from Wayve that used [--] cameras no radar no LIDAR no HD maps and no labeling. It was all end-to-end https://t.co/zz28Ni3f1H NEWS: Morgan Stanley analyst Adam Jonas said he was left "speechless" after he spent an hour this week being driven in a robotaxi in London. Adam rode in a development vehicle from Wayve that used [--] cameras no radar no LIDAR no HD maps and no labeling. It was"
[X Link](https://x.com/macaronicapital/status/1895135060963033563) 2025-02-27T15:33Z [---] followers, [--] engagements
"Using $NFLX as a reference point does this mean YouTube owned by $GOOG is worth $525B"
[X Link](https://x.com/macaronicapital/status/1896368213031842265) 2025-03-03T01:13Z [---] followers, [--] engagements
"@hoomansv @InvestingRabbit When your $uber position is bigger than $goog"
[X Link](https://x.com/macaronicapital/status/1896903141100265528) 2025-03-04T12:38Z [---] followers, [--] engagements
"So the crypto pump from trump didnt sustain huh Wonder what the next pump is. $BTC $ETH $SOL $COIN"
[X Link](https://x.com/macaronicapital/status/1896903796682543253) 2025-03-04T12:41Z [---] followers, [--] engagements
"Uber teams up with Waymo to start selling driverless rides in Austin Texas. Its happening They were using their own app in Austin and now for massive scale theyre leveraging Ubers network. $UBER $GOOG https://apnews.com/article/uber-waymo-robotaxis-austin-atlanta-d75164dca441cfea6ec7b2389e0c34d5# https://apnews.com/article/uber-waymo-robotaxis-austin-atlanta-d75164dca441cfea6ec7b2389e0c34d5#"
[X Link](https://x.com/macaronicapital/status/1896905611021033760) 2025-03-04T12:48Z [---] followers, [--] engagements
"@hoomansv what I love is that waymo was already running their service through their app. They went to $UBER for scale and it provided scale immediately. The market is huge a lot more AV companies to join the platform. I think $AUR is next with uber freight and $NVDA"
[X Link](https://x.com/macaronicapital/status/1896984578587598874) 2025-03-04T18:02Z [---] followers, [---] engagements
"@ZaStocks Added to $UBER and $GOOG - so much uncertainty for the next couple of quarters will DCA in as the year continues. Sitting on a good chunk of cash still"
[X Link](https://x.com/macaronicapital/status/1896991689895764237) 2025-03-04T18:30Z [---] followers, [---] engagements
"@teechongyen He owns 28% already whats the end goal here"
[X Link](https://x.com/macaronicapital/status/1897491628928974852) 2025-03-06T03:37Z [---] followers, [--] engagements
"Darden Restaurants $DRI shares climbed more than 6% at Thursday's open reaching a record high as investors responded to the company's upbeat fiscal [----] comparable sales outlook and a new partnership with $UBER Direct The impact of $UBER spans across all industries"
[X Link](https://x.com/macaronicapital/status/1902860802249437669) 2025-03-20T23:12Z [---] followers, [---] engagements
"@QualityInvest5 Wait until you realize how great of a business grocery delivery is $cart"
[X Link](https://x.com/macaronicapital/status/1904306596471050422) 2025-03-24T22:57Z [---] followers, [--] engagements
"$UBER $SBH Uber Eats and Sally Beauty Partner to Offer On-Demand Delivery of Beauty Supplies Nationwide"
[X Link](https://x.com/macaronicapital/status/1904522368250208693) 2025-03-25T13:14Z [---] followers, [---] engagements
"Hey @Uber marketing this is pretty cool Once a ride-share driver J.C. Escarra takes an $Uber to Yankee Stadium for his first game in MLB #OpeningDay #Yankees"
[X Link](https://x.com/macaronicapital/status/1905353530874921164) 2025-03-27T20:17Z [---] followers, [---] engagements
"@QualityInvest5 At the end of the day its an exchange. Their moat is inventory which is displaying deterministic measurement for 3PCTV. Retention is due their ability to fingerprint $AMZN $GOOG have inventory they own. Which is more desired. Not trying to be negative but just understand LT"
[X Link](https://x.com/macaronicapital/status/1905389252398981619) 2025-03-27T22:39Z [---] followers, [--] engagements
"$Uber and OpenTable $BKNG have announced a strategic global partnership. The collaboration which is touted as a first in the industry will integrate Ubers ride-hailing and delivery services with OpenTables extensive network of restaurants. $AXP (Resy) next"
[X Link](https://x.com/macaronicapital/status/1906701507682087387) 2025-03-31T13:33Z [---] followers, [---] engagements
"Coco Robotics Expands Uber Eats Partnership to Miami $UBER https://www.cocodelivery.com/ https://www.cocodelivery.com/"
[X Link](https://x.com/macaronicapital/status/1907433215003943182) 2025-04-02T14:01Z [---] followers, [--] engagements
"long $UBER WAYMO ROBOTAXIS NOW [--] IN [--] $UBER RIDES IN AUSTIN According to YipitData via Bloomberg Waymos driverless cars made up about 20% of all Uber rides in Austin during the last week of March. The city is currently the only market where Waymo partners directly with Uber and rider https://t.co/zOLFTDz1yA WAYMO ROBOTAXIS NOW [--] IN [--] $UBER RIDES IN AUSTIN According to YipitData via Bloomberg Waymos driverless cars made up about 20% of all Uber rides in Austin during the last week of March. The city is currently the only market where Waymo partners directly with Uber and rider"
[X Link](https://x.com/macaronicapital/status/1910780255104565486) 2025-04-11T19:41Z [---] followers, [---] engagements
"15k miles with a driver Are they really this far behind compared to waymo and we ride $UBER $TSLA $GOOG FSD Supervised ride-hailing service is live for an early set of employees in Austin & San Francisco Bay Area. We've completed over 1.5k trips & 15k miles of driving. This service helps us develop & validate FSD networks the mobile app vehicle allocation mission control & https://t.co/pYVfhi935W FSD Supervised ride-hailing service is live for an early set of employees in Austin & San Francisco Bay Area. We've completed over 1.5k trips & 15k miles of driving. This service helps us develop &"
[X Link](https://x.com/macaronicapital/status/1915179366838944198) 2025-04-23T23:01Z [---] followers, [---] engagements
"This is huge. $AUR x $UBER Freight Self-driving freight is here. Weve launched driverless operations in Texas marking the first time heavy-duty trucks are hauling commercial freight on public roads with no one behind the wheel. Were proud to lead this industry-defining milestone paving the way for safer roads https://t.co/LLbdk7ykNY Self-driving freight is here. Weve launched driverless operations in Texas marking the first time heavy-duty trucks are hauling commercial freight on public roads with no one behind the wheel. Were proud to lead this industry-defining milestone paving the way for"
[X Link](https://x.com/macaronicapital/status/1917904282059215163) 2025-05-01T11:29Z [---] followers, [---] engagements
"$AUR $UBER - wow Since April @aurora_inno's self-driving trucks have been completing roundtrip hauls between Dallas and Houston With this milestone Uber Freight becomes the first logistics platform to offer shippers access to fully driverless Class [--] trucks operating on public roads. https://t.co/aFVy5SSrwB Since April @aurora_inno's self-driving trucks have been completing roundtrip hauls between Dallas and Houston With this milestone Uber Freight becomes the first logistics platform to offer shippers access to fully driverless Class [--] trucks operating on public roads. https://t.co/aFVy5SSrwB"
[X Link](https://x.com/macaronicapital/status/1918264172304888305) 2025-05-02T11:19Z [---] followers, [---] engagements
"@wallstengine So this whole contraction was a nothing burger"
[X Link](https://x.com/macaronicapital/status/1920833002935873852) 2025-05-09T13:27Z [---] followers, [--] engagements
"@RoadToAutonomy @Waymo @Forbes $GOOG 's business model has always been B2B. My assumption is that they will test their AV technology thoroughly build software packages around it and then license it out to OG manufacturers. They don't want to build an AV car themselves. Their current fleet is on Jaguars"
[X Link](https://x.com/macaronicapital/status/1920838633075986472) 2025-05-09T13:49Z [---] followers, [---] engagements
"@sp3cul8r $CEG"
[X Link](https://x.com/macaronicapital/status/1920921904212324672) 2025-05-09T19:20Z [---] followers, [--] engagements
"Looking back $U probably should have just accepted merging into $APP It was a 17.5B All stock deal"
[X Link](https://x.com/macaronicapital/status/1920925024648638647) 2025-05-09T19:33Z [---] followers, [---] engagements
"$AAPL next big source of revenue will be from ads. They need to build more inventory or purchase more inventory. Them building a search engine isnt it imo Possible targets from smallest to largest $SNAP $RBLX $DIS cc: $GOOG"
[X Link](https://x.com/macaronicapital/status/1921048939370885578) 2025-05-10T03:45Z [---] followers, [---] engagements
"@garyblack00 Or $LYFT merges with $DASH and provides proper competition with $UBER. Buying an aggregator to only supply one car makes little sense for $LYFT"
[X Link](https://x.com/macaronicapital/status/1921163736452047036) 2025-05-10T11:21Z [---] followers, [--] engagements
"@realroseceline Taking a 30% gain is pretty nicewhy cant you sell and re allocate funds"
[X Link](https://x.com/macaronicapital/status/1921208702842863740) 2025-05-10T14:20Z [---] followers, [---] engagements
"Ads - not enough supply to become a behemoth Services - still there but payments hit is a big deal Devices - tarrifs and lack of innovation is slowing down growth. VR headset failure best thing for them: no one in America can or wants to survive without an iPhone How much juice can be squeezed to generate more growth Imo search engine isnt it"
[X Link](https://x.com/macaronicapital/status/1921211042408943894) 2025-05-10T14:29Z [---] followers, [--] engagements
"@FirstSquawk Can someone share what was talked about"
[X Link](https://x.com/macaronicapital/status/1921412133440409677) 2025-05-11T03:48Z [---] followers, [---] engagements
"With the trump announcement is $HIMS fintwits darling impacted"
[X Link](https://x.com/macaronicapital/status/1921715896340316529) 2025-05-11T23:55Z [---] followers, [---] engagements
"@MMoney642 $DUOL is crazy - idk how how they're doing this so well"
[X Link](https://x.com/macaronicapital/status/1921912870289166676) 2025-05-12T12:58Z [---] followers, [--] engagements
"@sv_techie @ConsensusGurus Wat is the rule to get dropped from spy"
[X Link](https://x.com/macaronicapital/status/1922081316352258107) 2025-05-13T00:07Z [---] followers, [--] engagements
"Thats usually not Googles business model. I believe theyre using uber to scale. Their fleet is built off jaguars. They recently partnered with Toyota. Their bread and butter has always been b2b. They will perfect the AV stack with software and license it out to oems who are specialized in car manufacturing. Theyre not going to build their own fleet. Manufacturing and maintenance capex would be super high. I believe right now they are testing everywhere and validating their success. Once validated they will license their technology out for $$ Thats my hypothesis atleast"
[X Link](https://x.com/macaronicapital/status/1922082545643995391) 2025-05-13T00:12Z [---] followers, [---] engagements
"@MMoney642 Could be But price action says wait for it to settle"
[X Link](https://x.com/macaronicapital/status/1922391728436162858) 2025-05-13T20:41Z [---] followers, [----] engagements
"$Uber Announces Proposed Private Placement of $1B of Exchangeable Senior Notes"
[X Link](https://x.com/macaronicapital/status/1922392966548578602) 2025-05-13T20:46Z [---] followers, [---] engagements
"what this means is that basically $Uber is borrowing $1B by offering investors a special IOU. They might get paid back in cash OR shares of self-driving car company Aurora $AUR . Uber's even using some Aurora shares as a safety net for the loan"
[X Link](https://x.com/macaronicapital/status/1922393978009190485) 2025-05-13T20:50Z [---] followers, [---] engagements
"$CART Sam Altman OpenAIs chief executive said he hired Instacarts Fidji Simo to join in a new role as chief executive of applications. Bit late on this but damn"
[X Link](https://x.com/macaronicapital/status/1922664737138942338) 2025-05-14T14:46Z [---] followers, [--] engagements
"I really like $CART. They have so much potential in the grocery category. Ive been slamming the table for $UBER to acquire them Instacart customers placed [--] million orders this quarter up 14% compared to a year ago. That's their fastest growth rate in more than [--] years. $CART https://t.co/NY9a6BHlRI Instacart customers placed [--] million orders this quarter up 14% compared to a year ago. That's their fastest growth rate in more than [--] years. $CART https://t.co/NY9a6BHlRI"
[X Link](https://x.com/macaronicapital/status/1922671263090155943) 2025-05-14T15:12Z [---] followers, [---] engagements
"$CART slowly losing market share in grocery delivery to $DASH and $UBER but still the dominant player in the space. Whoever acquires them - becomes the leader. Cmon Uber do ya thang - already integrated in the backend"
[X Link](https://x.com/macaronicapital/status/1922736271769620780) 2025-05-14T19:30Z [---] followers, [---] engagements
"$UBER doesnt. My personal take is they are removing ties to $AUR they dont want ownership in AV manufacturing to be completely neutral and remove any bias Dara left the board of aurora recently. They sold Ubers self driving division to them with a 400M investment for [--] % stake of the company. They are slowly selling that off. Aurora shares have tanked due to that"
[X Link](https://x.com/macaronicapital/status/1922749001872310720) 2025-05-14T20:20Z [---] followers, [--] engagements
"$UBER announced today that Turo vehicles are now available to rent through the Uber app in the United States. This marks the U.S. debut of the integration between Turo and Uber Rent. Uber is so deeply engrained everywhere"
[X Link](https://x.com/macaronicapital/status/1923182695623844300) 2025-05-16T01:04Z [---] followers, [---] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Category Creators
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "youtube::undefined",
"creator_name": "airshowfansh",
"creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
"creator_followers": 79600000,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@thecheekybuddha Cheeky Buddha
Uber has been making significant strides in autonomous driving, with its CEO stating that all cars will be autonomous in 20+ years and the company partnering with Lucid Group and Nuro to launch robotaxis in San Francisco. Additionally, Uber has been expanding its services, including a nationwide partnership with Aldi and a prescription delivery service in Canada with Script Runner. The company is also investing in technology centers, including a $200m investment in Turkey over [--] years.
Engagements: [---------] #
- [--] Week [---------] +39,208%
- [--] Month [---------] +8,323%
- [--] Months [---------] +1,992%
- [--] Year [----------] +9,117%
Mentions: [--] #
- [--] Month [---] -28%
- [--] Months [---] +29%
- [--] Year [-----] +478%
Followers: [-----] #
- [--] Week [-----] +0.09%
- [--] Month [-----] +1%
- [--] Months [-----] +25%
- [--] Year [-----] +304%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance cryptocurrencies automotive brands countries social networks travel destinations exchanges celebrities
Social topic influence $uber #630, $goog, $googl, ai, $afrm #61, $nvda, $duol, uber, $tsla, $amzn
Top accounts mentioned or mentioned by @uber @svtechie @qualityinvest5 @zastocks @bigbullcap @sixsigmacapital @wolfofharcourt @plantmath1 @jbulltard1 @mmoney642 @therideshareguy @austinh26415112 @nuro @jwat5 @hoomansv @dkhos @waymo @jrouldz @lucidmotors @stockmarketnerd
Top assets mentioned Uber Technologies, Inc. (UBER) Alphabet Inc Class A (GOOGL) Affirm Holdings, Inc. (AFRM) NVIDIA Corp. (NVDA) Duolingo, Inc. (DUOL) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) monday.com Ltd. (MNDY) Metadium (META) Maplebear Inc. (CART) Block, Inc. (XYZ) Snap, Inc. (SNAP) Tempus AI, Inc. (TEM) Lyft, Inc. Class A Common Stock (LYFT) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Nebius Group N.V. Class A Ordinary Shares (NBIS) WeRide Inc. (WRD) OpenServ (SERV) Airbnb, Inc. (ABNB) Intel Corporation (INTC) Netflix Inc (NFLX) Dash (DASH) QUALCOMM, Inc. (QCOM) DoorDash Inc. (DASH) Mario Coin (COIN) ServiceTitan, Inc. (TTAN) DisChain (DIS) Oracle Corporation (ORCL) Morgan Stanley (MS) Ethereum (ETH) Auroracoin (AUR) Lucid Group Inc (LCID) Reddit, Inc. (RDDT) Advanced Micro Devices (AMD) Pony AI Inc. (PONY) GitLab Inc. (GTLB) Adobe, Inc. (ADBE) Eos Energy Enterprises, Inc. (EOSE) Hims & Hers Health, Inc. (HIMS) Shopify Inc (SHOP) Joby Aviation, Inc. (JOBY) Oxygen (OXY) Salesforce Inc (CRM) Now Coin (NOW) Spotify Technology (SPOT) Kroger Co (KR) Luminar Technologies, Inc. Class A Common Stock (LAZR) Palantir Technologies Inc. (PLTR)
Top Social Posts
Top posts by engagements in the last [--] hours
"Jessica Alba sold $3.5 Million of #HNST - According to a form filed with the SEC Alba now owns [----] million Honest shares in a personal account including [-----] restricted stock units and another [---] million shares through a trust"
X Link 2024-12-13T17:13Z [---] followers, [----] engagements
"Long thread on $UBER 🚕. Attempting to think through the lens of Aggregation Theory as it applies to Uber and chaos around robotaxis drawing from @benthompson strategic framework from @stratechery"
X Link 2024-12-13T20:10Z [---] followers, [---] engagements
"Some context to set the stage of how Uber operates. The core aspects of Aggregation Theory that apply to Uber's business model are: 1.) Direct user relationships: - Uber built direct relationships with riders through its app - This eliminated traditional taxi dispatch services and medallion owners as middlemen - The app interface became the primary point of contact for transportation 2.) Zero marginal costs of distribution: -Once the app infrastructure was built adding new riders had virtually no cost -Digital dispatch and matching was far more efficient than phone-based systems -Network"
X Link 2024-12-13T20:10Z [---] followers, [--] engagements
"Now lets take a look at the future of $UBER with robotaxis in play as they are coming in the near future (or they say). This is hard to fully determine as there are various factors in play. But again modifications to Aggregation Theory's application to Uber and how Robotaxis Transform This: 1.) Supply-Side Changes: - Eliminates the need to attract and retain human drivers - Supply becomes purely capital expenditure rather than marketplace dynamics - Multi-homing disappears since robots are owned by the platform - Much stronger control over supply availability and positioning 2.) Unit"
X Link 2024-12-13T20:10Z [---] followers, [---] engagements
"Now we know there are various players working on Robotaxis. $AUR $GM (not so much any more) $TSLA $GOOG (Waymo) WeRide in China. Now the competition to capture this TAM will only increase because the TAM is literally the WHOLE FREAKIN WORLD But recently everyone has been scared and the narrative has changed to $TSLA will eat $UBER's lunch. To understand this a bit further lets put two together. lets take a look at $UBER $TSLA with same lens of Aggregation Theory and market dynamics to understand strengths and see if they can coexist. 1.) Tesla's Advantages: - Vertical integration: They"
X Link 2024-12-13T20:10Z [---] followers, [---] engagements
"Key Factors That Will Determine Outcome: First-mover Timing: - Whoever achieves reliable robotaxi service first gets important network effects - Current autonomous capabilities suggest this remains uncertain Regulatory Approach: - Whether regulations favor manufacturer-operated or platform-operated robotaxis - Local vs. unified national frameworks Customer Preference: - Whether users prefer dedicated Tesla network or platform choice - Impact of brand loyalty vs. price sensitivity My Analysis: Coexistence is more likely than complete displacement of uber. The market is large enough for"
X Link 2024-12-13T20:10Z [---] followers, [---] engagements
"Some additional facts on $UBER: - Uber is partnered with Waymo in various cities (Austin Atlanta). Waymo is using Moove (Uber Backed) in Miami - Uber partnership with chinese self riding startup We Ride in Abu Dhabi - $AUR - bought uber's self driving division. Uber owns a huge stake. Also with - Investments in $SERV and partnerships with AVRIDE - As of Q3 [----] Uber had [---] million MAUs - Operates in over [--] countries and [-----] cities worldwide (talk about government regulation) - Uber has a 76% share of the US rideshare market - In Q3 [----] Uber completed [----] billion trips They're here to"
X Link 2024-12-13T20:10Z [---] followers, [---] engagements
"- $TEM looks impressive on paper with $531M revenue in [----] and projected 32% YoY growth to $700M in [----] there's more to it. They position themselves as an "AI-enabled precision medicine company" but their AI revenue was just $5.5M (1%) in [----]. However this might be the beginning"
X Link 2024-12-14T16:23Z [---] followers, [---] engagements
"The data play is compelling: Their oncology database is 50x larger than The Cancer Genome Atlas. They've got [--] of [--] largest pharma companies as customers. $TEM clinical trial enrollment tool helped AstraZeneca fill 25% of participants in one trial"
X Link 2024-12-14T16:23Z [---] followers, [---] engagements
"From what I see $TEM is primarily a cancer diagnostics business. Their "Genomics" segment drove $363M revenue in [----] (up from $198M) with 48% gross margins. This is their bread and butter not GenAI. But could be argued their Oncology DB is powering this diagnostics and helping physicians get accurate results. Not sure if you'd call this GenAI as multiple companies are doing this but super interesting. Regardless love what theyre doing and thats saving lives through early detection"
X Link 2024-12-14T16:23Z [---] followers, [---] engagements
"I'm not a health care or health Tech expert by any means but $TEM AI products seems similar to other offerings in the market from what I read and saw from other people (please correct me if I am mistaken) - Tumor Origin Test (cancer origin prediction) - HRD DPYD and Tempus Purist Tests (treatment guidance) - ECG-AF algorithm (atrial fibrillation risk) None of these are truly generative AI applications"
X Link 2024-12-14T16:23Z [---] followers, [---] engagements
"$TEM GenAI products (Tempus One & Olivia) are barely mentioned in their S1 and earnings calls. Tempus One is more of an organizational tool for doctors than a true generative AI product like GitHub Copilot"
X Link 2024-12-14T16:23Z [---] followers, [---] engagements
"The company changed its name from Tempus Labs to Tempus AI $TEM in [----] - timing that raises eyebrows given the AI hype cycle. But hey I'd do the same to ride the wave especially if I have the biggest oncology database to power LLMs to actually build AI solutions"
X Link 2024-12-14T16:23Z [---] followers, [---] engagements
"Big pharma relationships key facts for $TEM are solid though: - AstraZeneca: $220M commitment - GSK: $180M commitment - Recursion: Potential $160M through [----] - Operating with 200+ biopharma partners - Connected to over half of US oncologists via partnerships - [---] patents (compared to Flatiron Health's [--] and Bruker's 44)"
X Link 2024-12-14T16:23Z [---] followers, [---] engagements
"The bull case: Tempus has the largest oncology dataset which positions them well for future AI development. But that's a bet on potential not current reality as of now from what I understand. $TEM is making big moves: 200+ petabytes of health data 78% margins in Data & Services SoftBank JV for Japan expansion and partnerships with BioNTech/Merck. In a $200B AI health tech market growing 43% yearly they're targeting $6-9B revenue by 2032"
X Link 2024-12-14T16:23Z [---] followers, [----] engagements
"$COIN looks ready to break ATH. Some crypto commentary: - Trump's potential executive order making Bitcoin a US reserve asset may drive a $20 billion BTC purchase in [----]. - The Bitcoin Act of [----] introduced by pro-crypto Senator Cynthia Lummis in July proposes that the Treasury and Federal Reserve purchase [------] BTC annually over five years accumulating [--] million BTC. - The reserve will be held for at least [--] years thereby taking 5% of Bitcoins total supply (of [--] million tokens) from circulation. - $BTC breaking ATH A lot of noise too much noise"
X Link 2024-12-16T02:48Z [---] followers, [---] engagements
"@mvcinvesting Thread on $TEM https://x.com/thecheekybuddha/status/1867968752958263803 Recently with the AI hype or bubble (whatever you may call it) $TEM also known as TEMPUS AI has gained traction. Some facts: - 12/11 was its lockup expiry and since then we've seen a lot of insider sells but ARKK keeps loading up. https://x.com/thecheekybuddha/status/1867968752958263803 Recently with the AI hype or bubble (whatever you may call it) $TEM also known as TEMPUS AI has gained traction. Some facts: - 12/11 was its lockup expiry and since then we've seen a lot of insider sells but ARKK keeps"
X Link 2024-12-16T15:17Z [---] followers, [---] engagements
"$TEM expands partnership with Personalis $PSNL to offer NeXT Personal Dx MRD testing to biopharma clients. The exclusive deal enables ultra-sensitive cancer monitoring across breast lung & solid tumors bundled with Tempus's existing solutions. Tempus providing scale for Personalis while increasing their breadth of services"
X Link 2024-12-16T19:25Z [---] followers, [---] engagements
"I agree - any takes on $AUR - seem to have great leadership. The founder is Chris Urmson the former chief technology officer of Google/Alphabet Inc.'s self-driving team which became known as Waymo Sterling Anderson former head of Tesla Autopilot and Drew Bagnell former head of Uber's autonomy and perception team"
X Link 2024-12-16T19:58Z [---] followers, [--] engagements
"$UBER set to surge in [----]. Analysts say robotaxis won't kill the ride-sharing giant - they'll help it. Goldman sees 55%+ upside despite recent dip. Price target ranging from: $95-120 Goldman Target: $96 Evercore ISI Target: $120 JPM Target: $95"
X Link 2024-12-17T14:26Z [---] followers, [---] engagements
"$GOOG $HON $IONQ $BTC $ETH It is theorized that SHA-256 is already quantum-safe meaning there is no quantum algorithm discovered that can efficiently reverse this type of hashing although it's possible one still exists and just hasn't been identified yet. This will change in the future as we achieve more powerful quantum computing. Hashing and encryption algorithms will have to change from their current state. https://www.bigbrain.holdings/post/quantum-threat-to-cryptography/#quick_explanation_of_quantum_hashrate"
X Link 2024-12-17T14:49Z [---] followers, [---] engagements
"12/17- ARK buys more of TEMPUS AI $TEM purchasing a total of [------] shares valued at $12666327"
X Link 2024-12-18T01:45Z [---] followers, [----] engagements
"$TEM - Chart looks awful. Basic TA: - Price at $38.95 in a clear downtrend - Trading well below SMA [--] (41.50) - Price making consistent lower highs and lower lows since November peak - Given the current bearish trend looking to hit near IPO price at least serving as the next level of support (37ish level) Potential Entry: - would make sense at a bounce and consolidation around the $37.96 support level -A reversal confirmation with higher lows and a break above the [--] SMA - Increased volume to confirm the reversal Not advice just utilizing what I've been learning. Hope its helpful"
X Link 2024-12-18T02:25Z [---] followers, [----] engagements
"1/ $TTAN - ServiceTitan -NEW IPO that happened on 12/12"
X Link 2024-12-18T02:49Z [---] followers, [---] engagements
"2/ The company trading under ticker symbol $TTAN sold shares at $71 apiece on (12/11) Wednesday above the expected range. The stock opened and closed at exactly $101 per share and is sitting at [---] per share on 12/17"
X Link 2024-12-18T02:49Z [---] followers, [--] engagements
"3/ What does ServiceTitan $TTAN do In simple terms ServiceTitan is a cloud software platform that serves as the operating system for trades businesses (plumbers HVAC techs roofers landscapers). They help contractors manage everything from customer relationships and scheduling to payments and payroll replacing manual processes with digital solutions for small/medium businesses that have historically used paper-based systems"
X Link 2024-12-18T02:49Z [---] followers, [---] engagements
"4/Who are the founders of $TTAN Service Titan The company was founded by Ara Mahdessian and Vahe Kuzoyan who both came from families that owned small businesses and understood firsthand the challenges these businesses face with manual processes"
X Link 2024-12-18T02:49Z [---] followers, [---] engagements
"5/ How big is ServiceTitan's Market $TTAN ServiceTitan operates in a massive $1.5T trades services market in US/Canada but currently targets $650B of serviceable spend. They make revenue by taking 1% of customer transaction volume (currently $62B processed) but believe they can expand to 2% creating a $13B opportunity. This is classic software expansion into an underserved market that still runs on paper and manual processes. The TAM story is compelling as they're digitizing an essential industry"
X Link 2024-12-18T02:49Z [---] followers, [---] engagements
"6/ How fast is ServiceTitan $TTAN growing Their Revenue hit $685M over last [--] months with 26% YoY growth. Even more impressive is their 110% net revenue retention meaning existing customers spend more over time. They have 8000+ customers spending $85k/year on average with 1000+ spending $100k annually. This shows they can land and expand within accounts selling additional services like payments processing and financing on top of their core platform"
X Link 2024-12-18T02:49Z [---] followers, [---] engagements
"7/ What does ServiceTitan's $TTAN profitability look like The financials tell a classic high-growth software story: Strong 64% gross margins show the core business model works but they're running at -25% operating margins and -2% FCF margins as they invest heavily in growth. 34% of revenue goes to sales/marketing indicating they're prioritizing market share over profitability. This makes sense given the massive market opportunity but investors should watch for progress toward profitability over time"
X Link 2024-12-18T02:49Z [---] followers, [---] engagements
"8/ How sticky is the ServiceTitan platform $TTAN Their 8000+ customers are trades businesses like plumbers HVAC techs roofers and landscapers. The 95% gross retention rate is impressive for SMB software where business failures often lead to higher churn. Once implemented ServiceTitan becomes mission-critical - handling everything from customer calls to scheduling invoicing and payments. This creates high switching costs and stable recurring revenue"
X Link 2024-12-18T02:49Z [---] followers, [---] engagements
"9/ What's ServiceTitan's $TTAN competitive advantage and should you invest Several strong moats: 1) They're often first to digitize these businesses avoiding competition with legacy vendors 2) Their comprehensive platform handles every key workflow making them essential to daily operations 3) High switching costs once businesses rely on them for core processes 4) Network effects as they process more payments and gather industry data 5) They understand the unique needs of trades businesses better than horizontal software players. The combination creates strong barriers to entry. The share"
X Link 2024-12-18T02:49Z [---] followers, [---] engagements
"$TEM well that happened quick. Not sure what the floor is here. Chart shows $30-31 $TEM - Chart looks awful. Basic TA: - Price at $38.95 in a clear downtrend - Trading well below SMA [--] (41.50) - Price making consistent lower highs and lower lows since November peak - Given the current bearish trend looking to hit near IPO price at least serving as the next https://t.co/jto126UIvn $TEM - Chart looks awful. Basic TA: - Price at $38.95 in a clear downtrend - Trading well below SMA [--] (41.50) - Price making consistent lower highs and lower lows since November peak - Given the current bearish"
X Link 2024-12-18T15:10Z [---] followers, [---] engagements
"$TEM Tempus AI expands insurance coverage securing in-network status with BCBS Illinois California + Avalon Healthcare network. The company said the agreements provide patients covered by the insurance plans with access to Tempus testing"
X Link 2024-12-18T15:44Z [---] followers, [---] engagements
"$UBER Price Target Maintained With a $90.00/Share by Cantor Fitzgerald"
X Link 2024-12-18T15:45Z [---] followers, [---] engagements
"@ChartsJavi Yep $NU primary support at $10.70 zone (previous resistance turned support) Not sure where the next lowrisk spot would be. [---] EMA around $8.50-9.00"
X Link 2024-12-18T17:20Z [---] followers, [---] engagements
"@DeItaone They will use $AFRM " $AAPL agreed to integrate Affirm's payment options into Apple Pay for U.S." on 6/12/24"
X Link 2024-12-18T19:27Z [---] followers, [---] engagements
"$NU entry position started"
X Link 2024-12-18T20:26Z [---] followers, [---] engagements
"This is awesome. Thank you 🙏🏽 Question about $NU the devaluation of the real to the dollar by by 10-13% just this quarter will impact their q4 earnings unless the real swings back to what it was by earnings date in feb [----]. Fair to say their CAGR numbers will be severely impacted by this devaluation of currency Or does the market understand the devaluation and price that in during ER"
X Link 2024-12-19T11:32Z [---] followers, [---] engagements
"$UBER hires Target Albertsons retail media maven Kristi Argyilan to lead ads business. Uber Advertising which is two years in operation is expected by the company to surpass $1 billion in revenue this year"
X Link 2024-12-19T17:38Z [---] followers, [---] engagements
"$TEM ARK purchased of [------] more shares of Tempus AI today"
X Link 2024-12-20T06:13Z [---] followers, [---] engagements
"@ZaStocks Do you think companies like $CHPT get some love from this theme"
X Link 2024-12-22T21:55Z [---] followers, [---] engagements
"$TEM insider selling continues. CEO Eric P. Lefkofsky sold [------] shares on Wednesday December 18th. The stock was sold at an average price of $37.54 for a total of $7044568.70"
X Link 2024-12-23T15:46Z [---] followers, [---] engagements
"@ZaStocks Some people say $joby is way ahead of $achr from being a real product and service. Does that change your perception or is $achr on the top due to their partnerships"
X Link 2024-12-24T22:24Z [---] followers, [---] engagements
"$DIS CEO race: EA's Andrew Wilson emerges as surprise external frontrunner. Internal contenders include Entertainment co-chairs Dana Walden & Alan Bergman Parks chief Josh D'Amaro and ESPN chair Jimmy Pitaro. Board wants successor named early [----] a year before Iger's final exit"
X Link 2024-12-26T00:17Z [---] followers, [--] engagements
"Cheatsheet on $NU from Q3'24. Numbers look fantastic. Brazil's Macro overlay is THE concern and why its down into the end of the year"
X Link 2024-12-26T15:14Z [---] followers, [---] engagements
"Loop Capital downgrades $HNST to Hold with $7 PT following 125% YTD stock run-up. Key concerns: China tariff exposure for baby wipes with no clear contingency plan limited manufacturing leverage vs competitors founder Jessica Alba's reduced involvement and projected FCF decline from $18M to $12M in [----]. While Amazon partnership benefits channel volatility adds uncertainty"
X Link 2024-12-26T15:27Z [---] followers, [---] engagements
"$NU Holdings Top 3: - Rua California - 19% of shares outstanding - Capital Research - 5.9% of shares - BlackRock - 5.5% of the shares"
X Link 2024-12-26T16:57Z [---] followers, [---] engagements
"(1/6) 🧵Thread on Aurora Innovation $AUR: COMPANY & FOUNDERS: 🚀 Aurora Innovation ($AUR) - founded in [----] by Chris Urmson (former Google/Waymo) Sterling Anderson (Tesla Autopilot) and Drew Bagnell (Uber ATG). Leaders in autonomous vehicle tech particularly focused on trucking. 🌟 Fun fact: Chris Urmson led Google's self-driving car project (now Waymo) for years before starting $AUR. He's been called the "father of self-driving cars" by some in the industry"
X Link 2024-12-27T19:30Z [---] followers, [---] engagements
"(2/6) CORE BUSINESS: 🚛 $AUR is revolutionizing freight transport with autonomous trucking tech. Their flagship product the Aurora Driver is a complete self-driving system that can be integrated into multiple vehicle types. 🤝 They've built impressive partnerships with industry giants including PACCAR Volvo Trucks Toyota FedEx Werner and Uber Freight. $AUR focuses on a driver-as-a-service model. Together represent 75% of the US truck manufacturing market positioning them well for future scaling"
X Link 2024-12-27T19:30Z [---] followers, [--] engagements
"(3/6) TECHNOLOGY: 📡 $AUR's secret weapon FirstLight Lidar - their proprietary sensor tech that can detect objects 450+ meters away crucial for highway autonomous driving. 🔍 In [----] $AUR acquired Blackmore a Montana-based lidar company strengthening their sensor expertise. This acquisition is now bearing fruit"
X Link 2024-12-27T19:30Z [---] followers, [--] engagements
"(4/6) LATEST NEWS: 🎉 Breaking: $AUR just opened a massive [-----] sq ft facility in Bozeman Montana Located at Montana State University's Innovation Campus leveraging the region's 30-year photonics expertise. 🏢 The new facility includes: Advanced R&D labs Manufacturing area with cleanroom Vehicle testing garage Modern office spaces"
X Link 2024-12-27T19:30Z [---] followers, [---] engagements
"(5/6) OPERATIONS & FUTURE: 🚚 Currently: $AUR's autonomous trucks are hauling commercial freight daily in Texas 📅 Major milestone ahead: Commercial launch of autonomous trucking planned for April [----] in Texas"
X Link 2024-12-27T19:30Z [---] followers, [---] engagements
"(6/6) INFRASTRUCTURE: 🏗 Unlike passenger robotaxis autonomous trucking requires less complex infrastructure and focuses on highway driving potentially enabling faster path to commercialization. $AUR What do you think Just getting started or is $TSLA and Waymo $GOOG the ones we should only focus on"
X Link 2024-12-27T19:30Z [---] followers, [---] engagements
"$LAZR $TSLA Tesla bought over $2 million worth of lidar sensors from Luminar this year / Elon Musk previously dismissed the laser sensor as a crutch and said that any company relying on lidar to power self-driving was doomed"
X Link 2024-12-28T04:02Z [---] followers, [---] engagements
"📊 #LAZR Financials (2/5): Q3'24 highlights: 1) Record production - shipped more than past [--] quarters combined 2) Significant cash flow improvement ($20M better vs Q2 in both Non-GAAP & GAAP) 3) Previous revenue $95M+ order book $3B+ 4) Cash runway $315M with improved burn rate 5) Cost optimization showing results 6) Global Volvo EX90 production ramping. Note: 10-Q extended to Nov [--]. Watch margins at scale. $LAZR"
X Link 2024-12-28T17:46Z [---] followers, [---] engagements
"🏭 #LAZR Execution (4/5): Company restructured for industry headwinds + long-term value. Key metrics: 1) Celestica manufacturing partnership delivering results 2) Global EX90 deliveries started 3) Production quality/yields strong 4) Cost reduction on track 5) Non-technical headcount reduced 6) Supply chain performing. 2024-25 remains crucial period. Celestica partnership proving vital for scale. $LAZR"
X Link 2024-12-28T17:46Z [---] followers, [---] engagements
"🎯 #LAZR Catalysts (5/5): Watch for: 1) New Volvo model details/timeline 2) EX90 global delivery numbers 3) Japanese automaker software development 4) Halo commercialization 5) Q4 cash improvements from restructuring 6) Progress on ADAS features 7) Cost reduction milestones 8) Profitability path to [----] 9) Level 3+ autonomy adoption. $LAZR positioning for "trillion-dollar industry" opportunity. $LAZR"
X Link 2024-12-28T17:46Z [---] followers, [---] engagements
"Now Im not an expert in this field so not sure which tech is better but as you know Elon does not believe in Lidar for autonomous driving. What do you think $LAZR $TSLA $MVIS $LIDR $OUST $INVZ $AUR 👇"
X Link 2024-12-28T17:46Z [---] followers, [---] engagements
"@MMMTwealth Timeline on $NU with the macro risks Or does a great Q4 earning get us back on track even with macro risks Have a hard time assessing risk in the next [--] months. LT I agree"
X Link 2024-12-28T19:37Z [---] followers, [----] engagements
"Adding $HNST to LT Portfolio. I believe it has the power to become the next big household/cosmetics brand. I really like the narrative and brand. A thread below if interested 👇🏼"
X Link 2024-12-30T17:35Z [---] followers, [---] engagements
"1/ $HNST Q3'24 Results: Record revenue of $99.2M (+15.2% YoY) with significant margin expansion to 38.7% (+710bps). Four consecutive quarters of positive Adj. EBITDA shows transformation strategy is working. Strong balance sheet with $53.4M cash zero debt"
X Link 2024-12-30T17:35Z [---] followers, [--] engagements
"2/ $HNST Slow Growth Story But Accelerating: Q1: $86.2M (+3.4%) Q2: $93.0M (+10.1%) Q3: $99.2M (+15.2%) Outperforming sector as clean products gain market share. Digital channel consumption +19% at largest customer. Channel checks indicate strong Q4 momentum"
X Link 2024-12-30T17:35Z [---] followers, [--] engagements
"3/ $HNST vs Peers: Revenue Growth: 15.2% vs 3.5% Gross Margin: 38.7% vs 35.2% D2C Revenue: 45% vs 25% Honest Company's transformation delivering results with industry-leading growth and margins. Leadership in clean products driving market share gains"
X Link 2024-12-30T17:35Z [---] followers, [--] engagements
"Saw this list of stocks floating around on Reddit. I agree with some of the names on here but some are really out there. thoughts Nuclear: $OKLO $NNE $SMR Rare Minerals: $CCJ $PPTA $UAMY $UUUU $LAC eVTOL: $ACHR $JOBY Space: $LUNR $RDW $KULR $RKLB Quantum: $RGTI $IONQ $QBTS $QUBT Robotics: $PNG_V $RCAT $LAZR $LASE Tech: $SOUN $SNOW $HOOD $SE $GRAB $UBER $PLTR $BBAI $AMD $BABA Lending: $UPST $SOFI $AFRM"
X Link 2025-01-01T23:57Z [---] followers, [----] engagements
"Futures $SPY $DJI $NDAQ"
X Link 2025-01-02T01:20Z [---] followers, [--] engagements
"Google $GOOG 🤝 Reddit $RDDT Google gets: LLM training data Reddit gets: Top ranking in search results That was the partnership agreement and thats why Reddit is EVERYWHERE now. There might be a pull back as $RDDT has run 150% in the past [--] months but I believe this partnership/agreement with $GOOG still has room to run"
X Link 2025-01-02T01:33Z [---] followers, [---] engagements
"@ZaStocks $TAN and chill"
X Link 2025-01-02T01:35Z [---] followers, [---] engagements
"JMP Securities downgrades $UBER from Market Outperform to Market Perform (PT: $95) Key points: Downgrade driven by autonomous vehicle (AV) disruption concerns Waymo's rapid expansion & "unlimited capital access" cited as major threat Uber faces execution risk in hybrid 1P/3P AV marketplace strategy [----] AV regulations could favor competitors like $TSLA Analysts need "greater clarity" on Uber's AV transition plan JMP: "While Uber leads traditional rideshare AV shift creates uncertainty. Shares fairly valued until strategy clarifies.""
X Link 2025-01-02T14:22Z [---] followers, [---] engagements
"My opinion: The TAM is huge for a winner take all scenario. $UBER will be a huge winner with autonomous cars flight and delivery"
X Link 2025-01-02T14:22Z [---] followers, [---] engagements
"@cfromhertz Are people still buying $TSLA based on their car delivery numbers I thought the market had shifted away and poured money into Tesla due to their other TAMs/Themes they are looking monetize: - AV - Robotics - Energy - Elon in the White House"
X Link 2025-01-02T14:33Z [---] followers, [---] engagements
"@hhhypergrowth Agree with your thesis. With 200M Prime members at $AMZN this doesn't make too much sense. Even if the argument was for $LYFT 's logistics and fleet management technology I'm pretty sure they use $GOOG maps"
X Link 2025-01-02T21:51Z [---] followers, [---] engagements
"According to estimates nearly half of new AI data centers might not have enough power by [----]. This is why everyone is betting on nuclear energy with the likes of $OKLO $SMR I think when clean energy can't meet soaring demand oil & gas will bridge the gap to power our growing energy needs for AI. $XOM $CVX $OXY"
X Link 2025-01-02T23:56Z [---] followers, [---] engagements
"If AR/VR theme heats up $KOPN could be very interesting for the next couple of weeks. Seeing an uptick of volume Previously supplied parts for both $META $GOOG"
X Link 2025-01-04T14:48Z [---] followers, [---] engagements
"Agree with you here @sv_techie - the vertical integration of $GOOG doesn't get enough credit. They innovate in a cutting edge field and then disperse the innovation in two ways: 1.) All of their consumer facing apps (maps mail youtube workspace etc.) 2.) GCP - to make the tech available to their book of clients"
X Link 2025-01-04T20:21Z [---] followers, [---] engagements
"@mvcinvesting Thanks for this Really cool to see a company specializing in this with great growth. One question: - if solar is cheaper what is the incentive to keep building wind farms is it because land is scarce in Europe"
X Link 2025-01-05T13:40Z [---] followers, [--] engagements
"$JPM reduced $GRAB stake by 58.1% selling 17.6M shares in Q3. Now holds 12.7M shares valued at $48.3M representing 0.32% ownership"
X Link 2025-01-05T13:43Z [---] followers, [--] engagements
"$SQ was recently upgraded to Outperform from Raymond James with higher price target of $115"
X Link 2025-01-06T02:22Z [---] followers, [--] engagements
"🚨 DISNEY-FUBO DEAL: Disney to merge Hulu + Live TV with FuboTV in new streaming venture. $DIS to own 70% stake. Deal includes settlement of Venu Sports litigation. $FUBO up 185% in pre-market"
X Link 2025-01-06T14:25Z [---] followers, [---] engagements
"$UBER Announces $1.5B Share Buyback"
X Link 2025-01-06T14:38Z [---] followers, [---] engagements
"@ZaStocks Couldn't agree more. 1T company in the making. The buyback announcement of $UBER is chef's kiss FCF is about to get crazy. Value coming back to shareholders"
X Link 2025-01-06T14:40Z [---] followers, [---] engagements
"$UBER $AUR CEO Dara Khosrowshahi resigns Aurora's board"
X Link 2025-01-06T15:30Z [---] followers, [---] engagements
"Dana White joins $META board. This is interesting"
X Link 2025-01-06T21:33Z [---] followers, [--] engagements
"Ive never been interested in joining a board of directors until I got the offer to join Metas board. I am a huge believer that social media and AI are the future said Dana White President and CEO of UFC. I am very excited to join this incredible team and to learn more about this business from the inside. There is nothing I love more than building brands and I look forward to helping take Meta to the next level. $META #UFC"
X Link 2025-01-06T21:34Z [---] followers, [--] engagements
"$GOOG unveiled the latest version of its TV operating system at CES [----] on Monday. [--] It uses the company's Gemini AI assistant to summarize the biggest news of the day for you. [--] By asking Gemini to play your "News Brief" the AI assistant will scrape news stories from across the internet and YouTube video headlines posted by trusted news channels and will produce a brief summary to catch you up on the day's events. 💾 Google is a media giant in the making"
X Link 2025-01-06T21:40Z [---] followers, [--] engagements
"$UBER Teams Up with $NVDA to Advance Autonomous Driving Technology. This is huge"
X Link 2025-01-07T15:18Z [---] followers, [---] engagements
"$NVDA and $UBER - backed $SERV Robotics has raised $80 million in a direct offering of [---] million shares of common stock money that will help the company extend its runway through 2026"
X Link 2025-01-07T15:24Z [---] followers, [---] engagements
"🔥 NVIDIA $NVDA CES [----] MEGA THREAD (1/10) Breaking down Jensen Huang's major #CES2025 keynote. Massive announcements spanning gaming AI automotive and consumer markets"
X Link 2025-01-08T02:18Z [---] followers, [---] engagements
"🎮 $NVDA RTX [--] Series Deep Dive (2/10) - Next-gen gaming chips featuring Blackwell AI architecture - Focus on cinematic-quality graphics - Enhanced shader technology - Breakthrough in human face rendering - Direct tech transfer from data center AI chips"
X Link 2025-01-08T02:18Z [---] followers, [--] engagements
"🤖 Cosmos Platform Details (3/10) $NVDA's new foundation models: - Generates physics-accurate training videos - Targeted at robotics & autonomous vehicles - Text-to-video generation capability - Physics-compliant outputs - Open license model (similar to $META Llama 3) - Major cost reduction vs traditional data collection"
X Link 2025-01-08T02:18Z [---] followers, [--] engagements
"💻 Developer Desktop Launch (4/10) $NVDA s first-ever desktop computer: - Specifically engineered for developers - Not targeting consumer market - Strategic expansion beyond chip manufacturing - Leverages AI expertise in new form factor"
X Link 2025-01-08T02:18Z [---] followers, [--] engagements
"🏢 Business Strategy (6/10) $NVDA expanding across markets: - Cloud to consumer transition - Enterprise solutions - Edge computing - Consumer devices - Automotive sector growth"
X Link 2025-01-08T02:18Z [---] followers, [--] engagements
"🚗 Automotive Projections (7/10) $WFC Wells Fargo analyst forecast: - Automotive division targeting $5B by FY2026 - Major growth sector - Self-driving capabilities - AI-powered vehicle systems"
X Link 2025-01-08T02:18Z [---] followers, [--] engagements
"📈 Wall Street Analysis - Part [--] (8/10) $BAC Bank of America on $NVDA: - Maintains BUY rating - Top sector pick - Highlights GenAI compute dominance - Notes ecosystem expansion - Emphasizes cloud-to-consumer strategy"
X Link 2025-01-08T02:18Z [---] followers, [--] engagements
"📊 Wall Street Analysis - Part [--] (9/10) $SF Stifel on $NVDA: - "Significant but long-tailed announcements" - Strengthening competitive moat - Multi-billion dollar potential in: AI agents Robotics Autonomous vehicles Graphics Edge computing"
X Link 2025-01-08T02:18Z [---] followers, [--] engagements
"Delta ( $DAL ) links its loyalty program to $UBER ending partnership with $LYFT"
X Link 2025-01-08T13:55Z [---] followers, [---] engagements
"📊 $UBER x $NVDA Partnership Announcement at #CES2025 Core Tech Details: Cosmos is being marketed to robotics and autonomy companies as a tool that generates physics-based videos from a variety of inputs including [----] trillion tokens generated from [--] million hours of video which can be used to simulate realistic industrial and driving environments. Nvidia DGX Cloud would provide Uber and other companies with access to high-performance AI infrastructure to train fine-tune and deploy AI self-driving models. 🚗💻 Strategic Context: After Uber's rocky AV history (ATG shutdown Waymo lawsuit 2018"
X Link 2025-01-08T14:02Z [---] followers, [---] engagements
"@Mr_Derivatives Friday job report will tell more but seems like were in the good news is bad news phase"
X Link 2025-01-09T02:47Z [---] followers, [---] engagements
"MoffettNathanson downgrades $AAPL to sell on decidedly unattractive outlook"
X Link 2025-01-09T16:27Z [---] followers, [--] engagements
"@ZaStocks [----] M&A Watchlist: [--] $EXPE by $UBER or $CART by $UBER [--] Anthropic by $AMZN [--] $HSY by $MDLZ [--] $WBD by $CMCSA [--] $ROKU by ________"
X Link 2025-01-09T17:22Z [---] followers, [---] engagements
"I think people are underestimating @finkd move to bring @danawhite on as a board member for $META Let's be honest @Meta doesn't need any more support in building a "great brand." And this is not to take anything away from @ufc because it is in fact one of the best brands in the world. Mark loves UFC and has shown his love for BJJ over the years. He's been to fights been on walkouts and even injured himself training. I think with @danawhite being on the board Mark has the opportunity to integrate his VR technology from @MetaQuestVR and create a fan experience like never before. He is going to"
X Link 2025-01-09T21:41Z [---] followers, [---] engagements
"Top Tech Stocks held by hedge funds reverse order. 12.) Advanced Micro Devices Inc. $AMD Number of Hedge Fund Holders: [---] 11.) Salesforce Inc. $CRM Number of Hedge Fund Holders: [---] 10.) Adobe Inc. $ADBE Number of Hedge Fund Holders: [---] 9.) Broadcom Inc. $AVGO Number of Hedge Fund Holders: [---] 8.) Uber Technologies Inc. $UBER Number of Hedge Fund Holders: [---] 7.) Apple Inc. $AAPL Number of Hedge Fund Holders: [---] 6.) Taiwan Semiconductor $TSM Number of Hedge Fund Holders: [---] 5.) NVIDIA Corp. $NVDA Number of Hedge Fund Holders: [---] 4.) Alphabet Inc. $GOOGL Number of Hedge Fund Holders: 202"
X Link 2025-01-10T00:39Z [---] followers, [---] engagements
"Wait is $NBIS what Yandex was prior to the invasion of Ukraine After the war there were sanctions that led to delisting in Nasdaq (Feb 2022) and this is what survived How did I miss this Need to look into this more"
X Link 2025-01-10T02:38Z [---] followers, [---] engagements
"Needham analysts upgraded Lululemon Athletica Inc. $LULU stock from Hold to Buy setting a price target of $475"
X Link 2025-01-10T14:46Z [---] followers, [--] engagements
"$NBIS - getting a lot of traction. Their revenue growth proposals look insane. Not sure if realistic at all but the theme and hype is there"
X Link 2025-01-10T21:02Z [---] followers, [---] engagements
"@DataDInvesting @KrisPatel99 $oxy $xom $cvx"
X Link 2025-01-11T02:44Z [---] followers, [--] engagements
"$NKE feels like its bottoming again. Ready for its quarterly 8-10% run and then followed by a contraction. Feels like the same story until management fixes the overarching issues"
X Link 2025-01-11T19:25Z [---] followers, [--] engagements
"Piper Sandler - $NKE - NeutralOverweight - $72$90"
X Link 2025-01-12T00:25Z [---] followers, [---] engagements
"The TSMC Arizona project is instrumental to the U.S. goal of producing 20% of the world's most advanced logic chips by [----] which the Biden administration set a few years ago before enacting the CHIPS and Science Act. TSMC's Fab [--] in Arizona produces chips for American companies in volumes (it is rumored that currently the facility's production capacity is around [-----] wafer starts per month) clear evidence that the initiative works. This is what intel should have been doing. Now we have a huge geopolitical risk if this fab scales accordingly and china comes knocking on Taiwans doors"
X Link 2025-01-13T05:42Z [---] followers, [--] engagements
"@ZaStocks $UBER strength today is insane"
X Link 2025-01-13T14:40Z [---] followers, [---] engagements
"@StockSavvyShay @FrameworkWisely $CRM will be the biggest beneficiary of Agentic AI"
X Link 2025-01-13T19:46Z [---] followers, [---] engagements
"Another rating for $CART with PT of $58 - this time from BTIG Research"
X Link 2025-01-15T00:06Z [---] followers, [---] engagements
"Block $SQ $XYZ Price Target Raised to $108.00 at Citigroup Chart has so much upside"
X Link 2025-01-15T00:08Z [---] followers, [--] engagements
"$TEM $GOOG Google's financial relationship with Tempus AI dates back to June [----]. Tempus issued a convertible promissory note worth $330 million to Google as part of an agreement to use Google Cloud. Nearly five months later Tempus gave Google $80 million of preferred stock to partially satisfy its original promissory note"
X Link 2025-01-16T15:38Z [---] followers, [----] engagements
"@StockSavvyShay What are your thoughts on geopolitical risks with China Tiawan and US $TSM"
X Link 2025-01-16T17:14Z [---] followers, [---] engagements
"@MarketMaestro1 Amazing post Couldnt agree more. My largest position. One thing I am predicting is the acquisition of $CART making them more and more dominant. https://x.com/macaronicapital/status/1878975651514077534s=46&t=bV7q2mcSfD_hETK4RmBFEA Needham rates $CART buy with PT of $56 With M&A activity on the horizon for [----] I cant wait for $UBER to acquire $CART They already have some backend integration up and running with Uber eats powering restaurant delivery on instacart The merger makes too much sense. If"
X Link 2025-01-16T22:05Z [---] followers, [---] engagements
"$SKYT works with the following companies below to help develop their quantum chips I saw last quarter they also generated a profit as well. Any good DD on them $NAUT $QSI $GOOG $QBTS"
X Link 2025-01-17T21:32Z [---] followers, [---] engagements
"@anandragn $UBER $HNST $WULF $SQ ( $XYZ )"
X Link 2025-01-18T02:44Z [---] followers, [---] engagements
"Yep I believe $GOOG and $RDDT have an agreement where Google gets to train on Reddit data and in return they put Reddit as one of the top responses to most search queries. This is primarily why the metrics for Reddit have have been great. If this relationship changes it would be more detrimental for Reddits share price short term"
X Link 2025-01-18T02:54Z [---] followers, [--] engagements
"@FrameworkWisely They own Youtube and I belive that has been their primary source to train on for social data. I agree no place like Reddit. Continuously churning out new data to train on. Google pays them $60M a year to train on that data. Hopefully that need continues for next x years"
X Link 2025-01-18T03:39Z [---] followers, [--] engagements
"Completely agree with you on the realtime community update aspect. This is the power of social media. If Google is looking to use Reddit as a realtime knowledge base that would be a bit different from what I belive is going on right now with their partnership. And if that was to be the case it would make more sense to aquire them"
X Link 2025-01-18T04:06Z [---] followers, [--] engagements
"Why are we in a state where I need 5+ services to watch a single sport $DIS $FUBO $CMCSA $PARA $WBD $AMZN $GOOG $AAPL$DAZN 🔜 $NFLX Its out of control. And we wonder why illegal streams are still a thing"
X Link 2025-01-18T05:32Z [---] followers, [---] engagements
"@hoomansv 😂ofcourse he is. I dont think $INTC has a play in gaming anymore. $SONY and $MSFT run on custom $AMD chips and most PC gamers use $NVDA and $AMD combo"
X Link 2025-01-18T18:33Z [---] followers, [---] engagements
"@SixSigmaCapital On paper severely undervalued. I just dont trust Chinese equities and I think the market shares a similar sentiment as shown above"
X Link 2025-01-18T18:36Z [---] followers, [--] engagements
"@SixSigmaCapital @plantmath1 200M in circulation and 160M is locked up 😂 no wonder the MKT CAP is soaring for this thing. Living in a simulation of corruption"
X Link 2025-01-18T18:42Z [---] followers, [--] engagements
"@sv_techie I think from a strategical POV would make sense for $GOOG to make a bid for it. They have the expertise and it would be invaluable for their Google shopping/e-commerce business while tying it into ad revenue stream"
X Link 2025-01-18T20:47Z [---] followers, [--] engagements
"Guess on what price $COIN opens at tomorrow morning"
X Link 2025-01-19T23:30Z [---] followers, [--] engagements
"@5le How many times are we going to hear this narrative Its been [--] years of xyz company coming to threaten $GOOG and they just shrug them off"
X Link 2025-01-19T23:34Z [---] followers, [--] engagements
"📈 Watchlist for Week of 1/20 🪙 $COIN - Coinbase - Momentum from $TRUMP meme coin - David Sacks's statement "The reign of terror against crypto is over" Most Crypto Favorable Government Incoming 🤖 $TEM - Tempus AI - Positioned for 2025's Agentic AI theme while $CRM leads marketing AI $TEM targets medical sector and is positioned to help a lot of doctors - Nancy Pelosi recenrly bought call options for the ticker 💻 $INTC - Intel - Market talking about acquisition rumors - Speculation around potential Elon Musk involvement 📊 $NBIS - Nebuis - Management projecting ambitious growth rates -"
X Link 2025-01-20T22:42Z [---] followers, [---] engagements
"$OXY $XOM $CVX - should see the group move up a bit"
X Link 2025-01-20T23:28Z [---] followers, [---] engagements
"$EOSE "There are some technical challenges that zinc-based and other alternative batteries will need to overcome to make it to the grid says Kara Rodby technical principal at Volta Energy Technologies a venture capital firm focused on energy storage technology. Zinc batteries have a relatively low efficiencymeaning more energy will be lost during charging and discharging than happens in lithium-ion cells. Zinc-halide batteries can also fall victim to unwanted chemical reactions that may shorten the batteries lifetime if theyre not managed. Those technical challenges are largely addressable"
X Link 2025-01-21T16:23Z [---] followers, [---] engagements
"$EOSE "Funding from the DOE will support up to four additional fully automated lines in the existing factory. Altogether the four lines could produce eight gigawatt-hours worth of batteries annually by 2026enough to meet the daily needs of up to [------] homes. The DOE loan is a conditional commitment and Eos will need to tick a few boxes to receive the funding. That includes reaching technical commercial and financial milestones Kroeker says.""
X Link 2025-01-21T16:26Z [---] followers, [---] engagements
"$EOSE Eos Energy Enterprises closed on a $303.5 million loan guaranteed by the U.S. Department of Energys Loan Programs Office the manufacturer of zinc-based long duration energy storage systems said Monday. 12/2/2024"
X Link 2025-01-21T16:27Z [---] followers, [---] engagements
"$NFLX Q4 EPS $4.27 vs $4.20 Est Revenue $10.25B vs $10.13B Est GUIDANCE: Q1 [----] EPS $5.58 vs $5.97 Est Q1 [----] revenue $10.42B vs $10.48B Est FY2025 revenue $43.5-44.5B $NFLX added [----] million users in the fourth quarter 🤯 Key Takeaways: [--] The strong subscriber gains in [----] come from two back-to-back NFL games a successful "Jake Paul vs. Mike Tyson" boxing match and the return of "Squid Game. [--] The company is raising the price of its ad-supported plan to $7.99 from the prior $6.99. It's Standard ad-free tier will now be $17.99 up from $15.49 while its Premium plan will increase by $2 to"
X Link 2025-01-22T02:23Z [---] followers, [--] engagements
"$UBER - Super App in the Making Uber Eats has announced a strategic partnership with The Home Depot (HD) to provide nationwide delivery services through the Uber Eats app. Starting January [--] [----] customers can order Home Depot products from over [----] store locations for on-demand or scheduled delivery. The collaboration enables users to browse and purchase various home improvement items including tools building materials and gardening supplies directly through the Uber Eats platform. The service is designed to serve both professional contractors and DIY enthusiasts offering flexible delivery"
X Link 2025-01-22T14:47Z [---] followers, [--] engagements
"$NKE running $NKE feels like its bottoming again. Ready for its quarterly 8-10% run and then followed by a contraction. Feels like the same story until management fixes the overarching issues. $NKE feels like its bottoming again. Ready for its quarterly 8-10% run and then followed by a contraction. Feels like the same story until management fixes the overarching issues"
X Link 2025-01-22T16:06Z [---] followers, [---] engagements
"@hoomansv This isnt going to end well. Unemployment - more liquidity - hello inflation"
X Link 2025-01-23T14:07Z [---] followers, [--] engagements
"Is anyone going to talk about what OpenAI did to $MSFT lol"
X Link 2025-01-23T15:40Z [---] followers, [--] engagements
"Everyone is talking about how DeepSeek runs for a fraction of the cost with comparable performance and $NVDA might be in trouble. Could it be that $GOOG with their TPUs already knew way before $AWS $MSFT - Will hyperscalers win again"
X Link 2025-01-26T01:59Z [---] followers, [---] engagements
"LLM training and tuning costs are to decrease in the future who will benefit Creating a list of some software names: I think the leaders of the pack will be $CRM $SNOW $NET $MDB $ESTC $ASAN $NOW $ORCL $CRWD and of course $PLTR Workflow Automation & Business Process: ServiceNow $NOW - IT service and workflow automation UiPath $PATH - Robotic process automation Atlassian $TEAM - Project management and collaboration Pegasystems $PEGA - Customer engagement and process automation Appian $APPN - Low-code automation platform $MNDY - Work management platform Enterprise Data & Operations: Salesforce"
X Link 2025-01-29T01:45Z [---] followers, [---] engagements
"$UBER is working on a new paid offering that would let commuters lock in prices for frequent rides ahead of time rivaling a popular feature that $LYFT launched five months ago"
X Link 2025-01-29T01:48Z [---] followers, [--] engagements
"@joecarlsonshow $UBER did [--] million rides at the same time this year"
X Link 2025-01-31T00:42Z [---] followers, [---] engagements
"$UBER $GOOG - Exclusively Auto mode activated: We're beginning our first fully autonomous miles for Waymo employees in Atlanta building on years of experience and 33M+ miles across SF PHX LA and ATX. Public autonomous rides will come to Atlantans exclusively through @Uber later this year. https://t.co/NQ2uahp481 Auto mode activated: We're beginning our first fully autonomous miles for Waymo employees in Atlanta building on years of experience and 33M+ miles across SF PHX LA and ATX. Public autonomous rides will come to Atlantans exclusively through @Uber later this year."
X Link 2025-01-31T00:51Z [---] followers, [---] engagements
"$UBER Q4 outlook: Wall St expects EPS $0.50 (-24.2% YoY) & rev $11.74B (+18.2% YoY) Key metrics: - Mobility rev $6.8B (+22.8%) - Delivery $3.64B (+16.8%) - Freight $1.31B (+2.2%) - MAPCs projected 170M (+13.3%) - Strong regional growth led by LatAm (+23.2%) & US/Canada (+20.4%) Total bookings forecast $43.41B vs $37.58B YoY I think they beat this by ease"
X Link 2025-01-31T17:51Z [---] followers, [--] engagements
"This is exactly what I am hinting at here. How many of those rail hiding apps still exist Uber has a global network and each region of the world will have their own AV providers. There isnt a single AV provider. Look at how many brands of cars we have today There are [--] + know companies working on AV technology at some shape or form. They need to go to market. The amount of capital spent by uber to create network effects is mindblowing. Doesnt make sense for a hardware company to even think about doing it when they can partner with uber. Uber has many AV partners on its platform already."
X Link 2025-02-01T19:55Z [---] followers, [---] engagements
"Avride and $UBER seem to be in a deep partnership. $NBIS keeps getting more and more interesting. Additional details on the partnership: [--]. In October [----] Avride and Uber formed a multiyear strategic partnership to integrate Avride's delivery robots and autonomous vehicles into Uber and Uber Eats. [--]. As of late [----] Avride robots are delivering Uber Eats orders in Austin and Dallas. [--]. Jersey City New Jersey is slated to be the next U.S. city for robotic deliveries. [--]. The robotaxi service partnership is planned to launch in Dallas in [----]. [--]. Avride plans to expand their Uber Eats robot"
X Link 2025-02-05T14:28Z [---] followers, [----] engagements
"$UBER on AV and the opportunity"
X Link 2025-02-05T15:06Z [---] followers, [---] engagements
"$UBER partners for AV include so big big names $GOOG $NVDA $NBIS $AUR"
X Link 2025-02-05T15:06Z [---] followers, [----] engagements
"$UBER Commentary from @dkhos on AV: "2024 was a turning point for the industry as AV technology began to mature and more people experienced the magic of their rst autonomous ride. Multiple AV developers including Waymo WeRide Pony and Baidu are now oering fully self-driving rides to the public in geofenced areas. Many others including Avride Mobileye Nuro Tesla and Zoox could reach that milestone in the coming quarters or years. Naturally investors are debating whether AVs pose a risk or present a massive opportunity for Uber. Based on our deep engagement with AV technology developers auto"
X Link 2025-02-05T15:16Z [---] followers, [---] engagements
"$CART will become indispensable for retailers and grocery stores"
X Link 2025-02-05T21:59Z [---] followers, [---] engagements
"Snowflake is very user friendly and intuitive. Its a complete data warehousing solution. I have concerns regarding its AI specific usecases and sql processing costs when you attempt to manipulate data structures but fantastic user friendly product. Databricks on the other hand is more developer friendly and built for complex AI usecases. A lot of acquisitions happening and to happen in this space. Both great names for the future just serve different usecases"
X Link 2025-02-06T05:29Z [---] followers, [--] engagements
"Still think this happens in the next 12-18 months $cart 🫱🏼🫲🏽 $uber Needham rates $CART buy with PT of $56 With M&A activity on the horizon for [----] I cant wait for $UBER to acquire $CART They already have some backend integration up and running with Uber eats powering restaurant delivery on instacart The merger makes too much sense. If Needham rates $CART buy with PT of $56 With M&A activity on the horizon for [----] I cant wait for $UBER to acquire $CART They already have some backend integration up and running with Uber eats powering restaurant delivery on instacart The merger makes too"
X Link 2025-02-07T18:41Z [---] followers, [---] engagements
"$UBER $NBIS $OSCR $EOSE - I think do well over the next 12-18 months. $UBER - Bill just bought a huge stake and the fear of $TSLA or anyone else eating their lunch is overblown. Tesla doesn't even have a product on the market yet. Also this is UBER - they do [--] million rides around the world at ONE given time. $NBIS - This is what is left of Yandex after the company as broken up due to sanctions in [----]. They have backing from $NVDA with some sort of contract that is unclear. They are also partnered with $UBER via their AV RIDE solutions for food deliver in Austin. $OSCR - This has Trump"
X Link 2025-02-08T15:25Z [---] followers, [---] engagements
"Can $NOW challenge $CRM as the leader of Agentic AI theme"
X Link 2025-02-08T21:38Z [---] followers, [---] engagements
"@ZaStocks Agreed Za AV RIDE from $NBIS looks interesting as well. Especially their partnership with $uber in Austin"
X Link 2025-02-09T20:40Z [---] followers, [---] engagements
"@ACapitalLP Believe it or not $UBER is integrated in the backend with $CART. They do their grocery deliveries in certain areas. Its too much noise for it to no not mean anything. Instacart is already Profitable"
X Link 2025-02-10T01:46Z [---] followers, [---] engagements
"@hoomansv just wait until we see triple digits and they acquire $CART"
X Link 2025-02-10T18:39Z [---] followers, [---] engagements
"$UBER $LYFT $NVDA $MBLY $GOOG Were already starting to see the arms race for AVs and the best way to go to market is by partnering with an established player. $UBER is the leading establish player in this space. This market is not winner takes all but there will be a leader in this pack and based on the partnerships and scale all roads point to uber. I hope $TSLA speeds up its robotaxi endeavors cant wait to see the best product on the market.The amount of capital expenditure required to not only produce the cars but to own maintain and do fleet management with availability in realtime them"
X Link 2025-02-11T11:27Z [---] followers, [---] engagements
"$UBER - guess who theyre partnered with NEWS: Morgan Stanley analyst Adam Jonas said he was left "speechless" after he spent an hour this week being driven in a robotaxi in London. Adam rode in a development vehicle from Wayve that used [--] cameras no radar no LIDAR no HD maps and no labeling. It was all end-to-end https://t.co/zz28Ni3f1H NEWS: Morgan Stanley analyst Adam Jonas said he was left "speechless" after he spent an hour this week being driven in a robotaxi in London. Adam rode in a development vehicle from Wayve that used [--] cameras no radar no LIDAR no HD maps and no labeling. It was"
X Link 2025-02-27T15:33Z [---] followers, [--] engagements
"Using $NFLX as a reference point does this mean YouTube owned by $GOOG is worth $525B"
X Link 2025-03-03T01:13Z [---] followers, [--] engagements
"@hoomansv @InvestingRabbit When your $uber position is bigger than $goog"
X Link 2025-03-04T12:38Z [---] followers, [--] engagements
"So the crypto pump from trump didnt sustain huh Wonder what the next pump is. $BTC $ETH $SOL $COIN"
X Link 2025-03-04T12:41Z [---] followers, [--] engagements
"Uber teams up with Waymo to start selling driverless rides in Austin Texas. Its happening They were using their own app in Austin and now for massive scale theyre leveraging Ubers network. $UBER $GOOG https://apnews.com/article/uber-waymo-robotaxis-austin-atlanta-d75164dca441cfea6ec7b2389e0c34d5# https://apnews.com/article/uber-waymo-robotaxis-austin-atlanta-d75164dca441cfea6ec7b2389e0c34d5#"
X Link 2025-03-04T12:48Z [---] followers, [--] engagements
"@hoomansv what I love is that waymo was already running their service through their app. They went to $UBER for scale and it provided scale immediately. The market is huge a lot more AV companies to join the platform. I think $AUR is next with uber freight and $NVDA"
X Link 2025-03-04T18:02Z [---] followers, [---] engagements
"@ZaStocks Added to $UBER and $GOOG - so much uncertainty for the next couple of quarters will DCA in as the year continues. Sitting on a good chunk of cash still"
X Link 2025-03-04T18:30Z [---] followers, [---] engagements
"@teechongyen He owns 28% already whats the end goal here"
X Link 2025-03-06T03:37Z [---] followers, [--] engagements
"Darden Restaurants $DRI shares climbed more than 6% at Thursday's open reaching a record high as investors responded to the company's upbeat fiscal [----] comparable sales outlook and a new partnership with $UBER Direct The impact of $UBER spans across all industries"
X Link 2025-03-20T23:12Z [---] followers, [---] engagements
"@QualityInvest5 Wait until you realize how great of a business grocery delivery is $cart"
X Link 2025-03-24T22:57Z [---] followers, [--] engagements
"$UBER $SBH Uber Eats and Sally Beauty Partner to Offer On-Demand Delivery of Beauty Supplies Nationwide"
X Link 2025-03-25T13:14Z [---] followers, [---] engagements
"Hey @Uber marketing this is pretty cool Once a ride-share driver J.C. Escarra takes an $Uber to Yankee Stadium for his first game in MLB #OpeningDay #Yankees"
X Link 2025-03-27T20:17Z [---] followers, [---] engagements
"@QualityInvest5 At the end of the day its an exchange. Their moat is inventory which is displaying deterministic measurement for 3PCTV. Retention is due their ability to fingerprint $AMZN $GOOG have inventory they own. Which is more desired. Not trying to be negative but just understand LT"
X Link 2025-03-27T22:39Z [---] followers, [--] engagements
"$Uber and OpenTable $BKNG have announced a strategic global partnership. The collaboration which is touted as a first in the industry will integrate Ubers ride-hailing and delivery services with OpenTables extensive network of restaurants. $AXP (Resy) next"
X Link 2025-03-31T13:33Z [---] followers, [---] engagements
"Coco Robotics Expands Uber Eats Partnership to Miami $UBER https://www.cocodelivery.com/ https://www.cocodelivery.com/"
X Link 2025-04-02T14:01Z [---] followers, [--] engagements
"long $UBER WAYMO ROBOTAXIS NOW [--] IN [--] $UBER RIDES IN AUSTIN According to YipitData via Bloomberg Waymos driverless cars made up about 20% of all Uber rides in Austin during the last week of March. The city is currently the only market where Waymo partners directly with Uber and rider https://t.co/zOLFTDz1yA WAYMO ROBOTAXIS NOW [--] IN [--] $UBER RIDES IN AUSTIN According to YipitData via Bloomberg Waymos driverless cars made up about 20% of all Uber rides in Austin during the last week of March. The city is currently the only market where Waymo partners directly with Uber and rider"
X Link 2025-04-11T19:41Z [---] followers, [---] engagements
"15k miles with a driver Are they really this far behind compared to waymo and we ride $UBER $TSLA $GOOG FSD Supervised ride-hailing service is live for an early set of employees in Austin & San Francisco Bay Area. We've completed over 1.5k trips & 15k miles of driving. This service helps us develop & validate FSD networks the mobile app vehicle allocation mission control & https://t.co/pYVfhi935W FSD Supervised ride-hailing service is live for an early set of employees in Austin & San Francisco Bay Area. We've completed over 1.5k trips & 15k miles of driving. This service helps us develop &"
X Link 2025-04-23T23:01Z [---] followers, [---] engagements
"This is huge. $AUR x $UBER Freight Self-driving freight is here. Weve launched driverless operations in Texas marking the first time heavy-duty trucks are hauling commercial freight on public roads with no one behind the wheel. Were proud to lead this industry-defining milestone paving the way for safer roads https://t.co/LLbdk7ykNY Self-driving freight is here. Weve launched driverless operations in Texas marking the first time heavy-duty trucks are hauling commercial freight on public roads with no one behind the wheel. Were proud to lead this industry-defining milestone paving the way for"
X Link 2025-05-01T11:29Z [---] followers, [---] engagements
"$AUR $UBER - wow Since April @aurora_inno's self-driving trucks have been completing roundtrip hauls between Dallas and Houston With this milestone Uber Freight becomes the first logistics platform to offer shippers access to fully driverless Class [--] trucks operating on public roads. https://t.co/aFVy5SSrwB Since April @aurora_inno's self-driving trucks have been completing roundtrip hauls between Dallas and Houston With this milestone Uber Freight becomes the first logistics platform to offer shippers access to fully driverless Class [--] trucks operating on public roads. https://t.co/aFVy5SSrwB"
X Link 2025-05-02T11:19Z [---] followers, [---] engagements
"@wallstengine So this whole contraction was a nothing burger"
X Link 2025-05-09T13:27Z [---] followers, [--] engagements
"@RoadToAutonomy @Waymo @Forbes $GOOG 's business model has always been B2B. My assumption is that they will test their AV technology thoroughly build software packages around it and then license it out to OG manufacturers. They don't want to build an AV car themselves. Their current fleet is on Jaguars"
X Link 2025-05-09T13:49Z [---] followers, [---] engagements
"@sp3cul8r $CEG"
X Link 2025-05-09T19:20Z [---] followers, [--] engagements
"Looking back $U probably should have just accepted merging into $APP It was a 17.5B All stock deal"
X Link 2025-05-09T19:33Z [---] followers, [---] engagements
"$AAPL next big source of revenue will be from ads. They need to build more inventory or purchase more inventory. Them building a search engine isnt it imo Possible targets from smallest to largest $SNAP $RBLX $DIS cc: $GOOG"
X Link 2025-05-10T03:45Z [---] followers, [---] engagements
"@garyblack00 Or $LYFT merges with $DASH and provides proper competition with $UBER. Buying an aggregator to only supply one car makes little sense for $LYFT"
X Link 2025-05-10T11:21Z [---] followers, [--] engagements
"@realroseceline Taking a 30% gain is pretty nicewhy cant you sell and re allocate funds"
X Link 2025-05-10T14:20Z [---] followers, [---] engagements
"Ads - not enough supply to become a behemoth Services - still there but payments hit is a big deal Devices - tarrifs and lack of innovation is slowing down growth. VR headset failure best thing for them: no one in America can or wants to survive without an iPhone How much juice can be squeezed to generate more growth Imo search engine isnt it"
X Link 2025-05-10T14:29Z [---] followers, [--] engagements
"@FirstSquawk Can someone share what was talked about"
X Link 2025-05-11T03:48Z [---] followers, [---] engagements
"With the trump announcement is $HIMS fintwits darling impacted"
X Link 2025-05-11T23:55Z [---] followers, [---] engagements
"@MMoney642 $DUOL is crazy - idk how how they're doing this so well"
X Link 2025-05-12T12:58Z [---] followers, [--] engagements
"@sv_techie @ConsensusGurus Wat is the rule to get dropped from spy"
X Link 2025-05-13T00:07Z [---] followers, [--] engagements
"Thats usually not Googles business model. I believe theyre using uber to scale. Their fleet is built off jaguars. They recently partnered with Toyota. Their bread and butter has always been b2b. They will perfect the AV stack with software and license it out to oems who are specialized in car manufacturing. Theyre not going to build their own fleet. Manufacturing and maintenance capex would be super high. I believe right now they are testing everywhere and validating their success. Once validated they will license their technology out for $$ Thats my hypothesis atleast"
X Link 2025-05-13T00:12Z [---] followers, [---] engagements
"@MMoney642 Could be But price action says wait for it to settle"
X Link 2025-05-13T20:41Z [---] followers, [----] engagements
"$Uber Announces Proposed Private Placement of $1B of Exchangeable Senior Notes"
X Link 2025-05-13T20:46Z [---] followers, [---] engagements
"what this means is that basically $Uber is borrowing $1B by offering investors a special IOU. They might get paid back in cash OR shares of self-driving car company Aurora $AUR . Uber's even using some Aurora shares as a safety net for the loan"
X Link 2025-05-13T20:50Z [---] followers, [---] engagements
"$CART Sam Altman OpenAIs chief executive said he hired Instacarts Fidji Simo to join in a new role as chief executive of applications. Bit late on this but damn"
X Link 2025-05-14T14:46Z [---] followers, [--] engagements
"I really like $CART. They have so much potential in the grocery category. Ive been slamming the table for $UBER to acquire them Instacart customers placed [--] million orders this quarter up 14% compared to a year ago. That's their fastest growth rate in more than [--] years. $CART https://t.co/NY9a6BHlRI Instacart customers placed [--] million orders this quarter up 14% compared to a year ago. That's their fastest growth rate in more than [--] years. $CART https://t.co/NY9a6BHlRI"
X Link 2025-05-14T15:12Z [---] followers, [---] engagements
"$CART slowly losing market share in grocery delivery to $DASH and $UBER but still the dominant player in the space. Whoever acquires them - becomes the leader. Cmon Uber do ya thang - already integrated in the backend"
X Link 2025-05-14T19:30Z [---] followers, [---] engagements
"$UBER doesnt. My personal take is they are removing ties to $AUR they dont want ownership in AV manufacturing to be completely neutral and remove any bias Dara left the board of aurora recently. They sold Ubers self driving division to them with a 400M investment for [--] % stake of the company. They are slowly selling that off. Aurora shares have tanked due to that"
X Link 2025-05-14T20:20Z [---] followers, [--] engagements
"$UBER announced today that Turo vehicles are now available to rent through the Uber app in the United States. This marks the U.S. debut of the integration between Turo and Uber Rent. Uber is so deeply engrained everywhere"
X Link 2025-05-16T01:04Z [---] followers, [---] engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Category Creators
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
- category: Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
Example response:
{
"data": [
{
"creator_id": "youtube::undefined",
"creator_name": "airshowfansh",
"creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
"creator_followers": 79600000,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing