Hello everyone! Today i want to share some trading ideas with you!
1.
I have just finished watching the full 15-minute clip of $NVIDIA(NVDA)$ CEO Jensen Huang introducing Alpamayo.
It's clear that robotaxis will be commoditized sooner than we think, and $Uber(UBER)$ will emerge as the biggest winner from autonomy.
Imagine how quickly and cheaply UBER can deploy robotaxis across the world, as all the manufacturers rapidly integrate Alpamayo-based autonomy.
While individual competitors are trying to expand region by region, $UBER will already have robotaxi fleets across the world working 24/7 for a fraction of the cost of human drivers.
Couldn't be more bullish on UBER.
2.
Robotics is becoming mainstream, and $Amazon.com(AMZN)$ is leading in deployment.
They have +1 million robots working in warehouses, they are delivering packages with drones, and planning to fully automate the last-mile delivery in the next 10 years.
Long AMZN.
3.
Barclays upgrade is just the beginning, it can make 3x from here.
CEO Mark Bertolini said it himself: “In insurance, 2.5% net margin gets 0.5x sales multiple while 5% gets 1x.
By 2027, we target $14 billion revenue and 5% net margin. That makes the stock price between $45-$55 a share.”
Long OSCR.
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