Futurum Equities $QCOM way too cheap

Robotaxi milestone unlocked: Uber employees can now request robotaxi test rides through the Uber app! We’re hard at work with our partners to prepare for commercial launch in the SF Bay Area later this year. Learn more: nuro.ai/blog/robotaxi-… #autonomousvehicles #selfdriving

Uber and Nuro begin testing premium robotaxi service in San Francisco techcrunch.com/2026/04/13/ube…

Hot take : $UBER is arguably cheaper than $ADBE and growing faster, yet more people are focused on Adobe being “deep value” and dismiss Uber. 🤔

$GFL $GFL.TO acquisition bid for $SES.TO seems very low. Might consider buying some of both here.

Today’s moves : Trimmed $META (10% reduction) and added to $UBER which I think is fairly cheap.

Considering adding this one myself … nice work. $GFL.TO

$UBER Grocery and Retail are estimated to be ~25% of the US delivery business. And order of magnitude these are growing ~35% y/y

Uber processes around 41 million trips every single day. If you break that down, roughly 474 rides or food deliveries are initiated every second. Network moat. $UBER

Ok so now that we can dismiss the “ $UBER will fail because they don’t own the supply “ can we focus on their execution? Uber should be a $100+ stock right now.

Added $QCOM shares today. I like the business - Underrated chip play with tons of agentic capacity.

Cool. Energy is still high. Still a massive loss. Stock market ≠ real economy. Deranged idiot.

Even though I’m not a $TSLA cult member, Tesla semi is the most realistic venture Elon can achieve this year. Robotaxi, Optimus, Terafab and the rest of these “moonshot” ventures probably won’t happen to the scale Elon has promised. Tesla semi makes sense and is realistic.

Deserves a follow. Under appreciated on X. 👇🏼

Feel like it’s time to do another one of these because the business has changed so fast. $UBER

So $TSLA will bankrupt uber but not Waymo or any of the other autonomous vehicle companies? Moronic statement of the year award.