$UBER - Uber demonstrates strong financial performance with $8.5B cash flow in past 12 months, 35% bottom line growth, and $20B buyback program. The company is positioned as the key distribution platform for autonomous vehicles with over 20 partners, and is investing in future mobility including eVTOL through Joby partnership.
$DELIVERY - The delivery sector is experiencing structural growth as every food, grocery, and retail player must adopt on-demand delivery to capture the most attractive consumer segment. This represents a permanent shift in consumer behavior.
$AV - Autonomous vehicles are approaching significant deployment with multiple partners operating at Level 4, expecting substantial vehicles on the road in 2024-2025 timeframe.
$ROBOTICS - Sidewalk delivery robots are already operating in LA and Santa Monica through partnerships with companies like Serve and Cardigan, potentially addressing over 50% of the delivery TAM.
Bearish:
$TSLA - Tesla's autonomous vehicle approach faces technical challenges by relying solely on cameras and software without HD maps or additional sensors, which could impact their development timeline compared to competitors using multiple sensor approaches.