Elon Musk this month: There's no need for Tesla, $TSLA, to buy Uber, $UBER

$UBER new ATH!!! Back to back OTM bullish flow for days isn't something to be ignored IMO

This time is looking like the real deal. $UBER ✅

橙子晚间解读5.16 链上的行情好像跳楼机，让我突然升空又极速落地 昨天出的十来个金狗基本上都死掉了，$bump $yapper $UBER $GLMPS $Theranos $WONDER 这几个高点下来都跌掉了七八成，believe 创始人昨晚也表示近期不会再推荐新的项目了，看来也是顶不住舆论的压力了，我昨天说了，这波believe 的崛起对链上比之前pump、bonk之类的伤害还要更大，因为之前的平台大都是圈子内部dev发币，从韭菜哪里赚走的钱还是会买成sol或者大饼留在圈内的， 即使是trump这种也没有名目张胆的把钱提走，甚至wlfi还在一直在币市内部加仓，而这波believe搞得模式就是让原来在web2混的不好的项目方或者网红来币市收割，这些人多半赚钱后就会套现，甚至believe的app上的交易主货币都是美元，都省的卖币套现了，所以导致币圈资金在不断地被圈外抽血，这也是为啥现在链上这么难p的原因，如果后面每个金狗都割一波就离场，那么meme的升值螺旋就消失了，链上环境就会越来越糟糕，所以现在币圈不需要更多的平台或者融资模式上的创新了，没有创新或者真正的长期叙事，币圈资金早晚要被抽干的，在没有新的创新出现之前，我不建议大家去参与任何形式的pvp, 以及捐款打新能变相的融资模式，现在稍微好一点儿的项目都是先找币安，币安看不上才会去其他平台去募资，哪些直接打钱的大卡车，比如前段时间三上悠亚和昨晚的 $watchcoin $mirai ，这几个全都失败了，打钱结束基本就是项目的终极目标，市值也是最高点，上市之后跑得快的少亏点儿，跑得慢的多亏点儿，总之项目方钱到手了。 再说大盘，其实大饼走势还是挺健康的，昨天白天虽然有所回调，但是也没有跌破10w，说明价格还是非常稳的，而且昨晚美股开盘后，又涨回来了，直到现在还是104000上方呢，要说这波行情是从4月开始的，从底部7w5一路拉到10w5，中间基本没有太大的回调，其实理论上现在市场是需要回调的，毕竟就算再年轻的小伙子也不能一直硬吧，这也是不健康的，另外昨天还有coinbase的用户数据被盗和遭sec调查，也算是利空了，所以跌这点儿真的已经很好了，昨晚ETF依然保持净流入1.15亿，strategy和贝莱德现在正在争谁是持仓第一呢，微策略甚至直接预测10年内大饼破100w，公司成为全球市值top1，据说微策略到2027年还要再筹资420亿美元买入大饼，州级别政府储备方面，新罕布什尔州允许5%的州资产配置大饼，亚利桑那州虽然没通过动用新资金购买比特币的法案，但是也通过了储备没收或者司法比特币的法案，而且其他州的储备也在路上，所以长期来看大饼依然有很大的上升空间，摩根大通认为大饼下半年潜力会超过黄金，小黑arthur认为大饼是全球金融移动资本的优越工具，而黄金只能以纸质形势数字移动，大饼是好得多的资产。 以太坊昨晚ETF又资金外流了，不过在质押功能上线之前，这个数据也不代表什么，毕竟ETF并不是以太坊的主战场，而且贝莱德已经加入质押功能的申请队列了，应该下半年会有很多好消息，其实这波eth虽然跟着大盘回调，但是ETH/BTC 汇率在不断的攀升，现在已经来到0.025上方了，这个绝对是好事儿， 以往的山寨牛行情，都是以太坊带动的，虽然这波eth已经不是山寨交易的主货币了，但是在staking、farm、rwa、nft、稳定币等赛道，以太坊依然是份额第一，所以我还是很看好eth接下来的表现的，如果大饼能够再走一波新的ath，那么eth可能会带领山寨走出狂暴牛；其它山寨走势也比较分化，主流币基本跟大盘，当红的项目比如meme、ai、粉丝币、铭文这些出现被吸血状态，主流方面重点关注etf相关项目，现在sec亲加密状态，大概率都会通过，另外bnb打新最近表现不错，这导致bnb相比其他主流资产更有实用价值，也要重点关注；新币 $nxpc 上市即巅峰，fdv一路冲到38亿，这个市值肯定是高估了，不过现在已经跌倒26亿左右，考虑到目前流通量还是挺小的，依然存在水分，不建议去追了，从冒险岛开盘这么火热都没有带动 #gamefi 板块的崛起，能看出现在还是做市导致的，据说现在很多工作室都进场了，而且玩游戏打金收益率比较低，新号据说一天只能打1个 nxpc出来，冒险岛市值我认为对标 $axs 比较合理，当然由于目前正处在热度巅峰，可能市值会被高估一段时间。

Bill Ackman’s Perishing Square has added $GOOGL, $HRZ, $BN and a new $UBER. It has closed $NKE

橙子晚间解读5.15 链上pvp可能进入到最后阶段了，昨晚一口气冒出来十几个金狗，$bump $yapper $UBER $STARTUP $GLMPS $Theranos $WONDER 等等 , 高点基本都是10m以上的盘子，然后就这种行情，我发现身边小伙伴没几个赚到的，甚至这种金狗冒的越多，亏的越多 实际上由于现在链上台子越来越多，发币数量也出现了明显的暴增，而链上的资金量是保持不变的，这就导致分配到单个项目上的资金是明显不足的，再加上believe 这种直接掀桌子的玩法，随便一个有粉丝的账号就能发币，并且没有内盘阶段，这就导致有热度的项目出来直接就2m以上了，很多通过刮刀上车的市值甚至都接近5m了，并且节奏特别快，创始人没有推广的很快就浇给了，比如说早上的 $pontifex ，我前一秒看的还10m以上的市值，后一秒就归零了，另外还有 $yapper 这种，$launchcoin 创始人喊单是市值就达到16m左右了，冲一波之后立马就砸下来了，导致很多人因此被套了。 只能说现在believe的京东模式，让本来想以小博大的p小将更容易套在山腰，上车后往往都几m的市值，再向上最多也就3-5x，但向下无底线，多数都归西了，这也就导致一晚上这么多金狗，大家反而没赚到钱的原因，因为节奏太快了，很多5min上不去就归零了，总结这波就能在链上吃到肉的就三种人，第一就是台子，比如believe；第二就是那些以前在web2混的极差，把投资人的钱都花光了，抱着死马当活马医的态度来币圈发个币试试，结果发现币圈韭菜和believe平台很认可他；第三是很牛的链上科学家和车头，没有任何优势的小散在链上几乎就是炮灰，以前pump还有机会以小博大，现在believe的打法真的难玩，还不如一直跟着binance wallet 打新呢。 今天大盘一路向下，大饼从高点105000跌到了102000附近，山寨跌幅就更惨了，不少cex上的弱势币已经把这波涨幅都给吐出去了，市值又回到了史低区间内，其实大饼也就算个正常回调，而山寨之所以这么惨，还是因为流动性不足，本轮大盘的上升都是机构主导的，这就导致大饼以及能够被机构认可的主流币的资金比不被认可的小山寨要高得多，且这部分资金很难向下流通，顶多照顾下那几个申请ETF或者被WLFI储备的山寨，而圈内的流动资金基本被币安的各种新币以及meme、ai、rwa等强势板块给吸走了，这才导致老山寨的流动性危机，这就是为啥我一直劝大家一定要及时斩掉手里劣质仓位的原因，因为本轮牛市的资金流和以往不一样了，很多币注定是要被历史淘汰的，很可能你手里市值5亿的项目，现在团队只有三五个人了，而且都是财富自由的大爷，他们才懒得给韭菜打工呢，这种项目如果你还幻想会想2021年那波牛市一样，最后也被大盘带飞了，这就太天真了，看看上一波ai agents 板块，很多github几百个星星的项目最后都被淘汰了，说明现在的资金更加聪明， 你没有真正可用的落地产品，真正的核心竞争力，或者足够多的真实用户，就算你吹得天花烂坠，也是赢得不了市场的，所以这波一定要对持有的项目有清晰的判断，是否真的有竞争力和潜力，不要因为套了很久产生感情，我更偏向去拿那些经过时间考验过的基建项目，比如 $sol $link $uni $aave 这类的，这种项目不论后面叙事是什么，他们的表现都不会太差。

New Launch Alert at #BitgetOnchain 🔹 $UBER 🔹 #BSCREENER 🔹 #UNICORN 🔹 $PRAI 🔹 $BUMP 🔹 $YAPPER 🔹 $GLMPS How to find the next 100x gem: 🚀 📱 Bitget App → Markets → Onchain

📢 Uberdotfun ( $UBER ) is now live on https://t.co/l3EgEtlXh7 Alpha! Users can now trade Uberdotfun ( $UBER ) directly via https://t.co/l3EgEtlXh7 Alpha @GateioAlpha — https://t.co/l3EgEtlXh7's one-stop on-chain trading portal. 🔥Trade the Hottest On-Chain Assets First #Gateio #GateioAlpha #UBER

So it looks like people traded heavily on good Trump-China news, and were rewarded for it. You can see numerous flow traders using Unusual Whales were able to spot the unusual buying in $SPY, $AMZN, $UBER, $GME, and $TSLA. The whales made over 500% returns over the weekend, making millions. You can see people clearly are using our software to trade tariff, trade and Trump news ahead of time. What are you waiting for? We've built the best software for helping you trade directionally, sell volatility, theta trade, and more. Come join today.

Uber, $UBER, says it will partner with self-driving technology startup May Mobility to deploy thousands of self-driving vehicles on its ride-hailing platform across U.S. cities, starting with Arlington, Texas, by late 2025.

$UBER under accumulation off the 2021 highs? Sure looks like it. 👀

FTC sues Uber, $UBER, says company charged for Uber One without consent

$UBER: KGI Securities Downgrades to Neutral from Outperform - PT $78 $UBER: Fox Advisors Downgrades to Equalweight from Overweight

MORNING BID 🔸 QXO ( $QXO) is in talks to buy Beacon Roofing Supply (BECN) for $11B ($124.35/share in cash). 🔸 Uber ( $UBER) & Lyft ( $LYFT) dominate North American ride-hailing, but Bolt aims to challenge them, per The Information. 🔸 Xpeng ( $XPEV) plans to mass-produce its modular flying car by 2026, said Chairman He Xiaopeng. 🔸 Yum China ( $YUM) appointed Adrian Ding as CFO, removing his interim title after a search following Andy Yeung’s resignation. 🔸 Franco-Nevada ( $FNV) Q4 adj. EPS $0.95 (est. $0.89), revenue $321M (+6% y/y, est. $304.44M); expects 2025 revenue to rise 25%+ with gold at $2,800/oz. Upgrades: 🔸 Grainger ( $GWW), Fastenal (FAST) → Outperform (from Market Perform) at William Blair. 🔸 Knight-Swift ( $KNX) → Neutral (from Sell) at Citigroup. Downgrade: 🔸 Sherwin-Williams ( $SHW) → Hold (from Buy) at Jefferies. 🔸 Beam Therapeutics ( $BEAM) prices 16.2M shares at $28.48 each. 🔸 DexCom ( $DXCM) gets FDA warning after inspections but sees no material impact on FY25 revenue. 🔸 Nordisk ( $NVO) reports REDEFINE 2 trial met its primary endpoint, showing significant weight loss with CagriSema in 1,206 patients over 68 weeks. 🔸 Trevi ( $TRVI) Phase 2a RIVER trial: Haduvio reduced 24-hour cough frequency by 67% (57% placebo-adjusted, p<0.0001). 🔸 Cognizant ( $CTSH) shares rose as Mantle Ridge built a $1B+ stake, seeing them as undervalued (WSJ). Upgrades: 🔸 DocuSign ( $DOCU) → Neutral (from Underweight) at JPMorgan. Deals: 🔸 NVent ( $NVT) to buy Avail’s electrical products for $975M, expects EPS boost in year one. 🔸 Perion ( $PERI) expands buyback program to $125M. 🔸 Taiwan Semi ( $TSM) Feb revenue NT$260.01B (+43% y/y, -11% m/m); Jan-Feb total NT$553.30B (+39% y/y).

$GOOGL $UBER - UBER: NOW LAUNCHING AUTONOMOUS WAYMO RIDES IN AUSTIN; TO OFFER WAYMO RIDES IN ATLANTA SOON

$UBER and $TM 13Fs show a combined ownership of 20% of the outstanding $GRAB ADR shares

BREAKING: Steven Cohen (Point72) updated their portfolio. As soon as his filing comes in, we update the full positions and portfolios on Unusual Whales. Get it live and first! Cohen increased $MSFT, $NVDA, $TSM, $UBER, $MSTR (call options!!), new in $SPHR.

Discounted @unusual_whales subscriptions available through February 17 with the #ValentinesDay Sale — this $UBER trade paid for the annual subscription with just one contract ✅📝😎

Check this. Bill Ackman invested $2.3 Billion in $UBER. Did someone know? Maybe. $UBER had its highest net premiums yesterday over the last 30 days. What's more, the top chains yesterday were shorting the $55 put, buying the 0DTE $68, $70 calls!!! Those trades closed this

$UBER 2 days of strong bullish call flow

Let’s break down this @unusual_whales flow alert and incredibly profitable trade idea on $UBER that came in on Thursday following earnings on Wednesday and ahead of the Bill Ackman news disclosing his 30M share stake The $77.50 calls for January came in as a sweep on Thursday

Good morning to everyone:

Good night to everyone:

Check this. Bill Ackman invested $2.3 Billion in $UBER. Did someone know? Maybe. $UBER had its highest net premiums yesterday over the last 30 days. What's more, the top chains yesterday were shorting the $55 put, buying the 0DTE $68, $70 calls!!! Those trades closed this morning for millions as $UBER went 7%. Unusual.

Bill Ackman has built a position in $UBER worth $2.3 billion

$UBER - BILL ACKMAN: WE OWN 33.3 MILLION SHARES IN UBER - X POST

$UBER Calls are active for March, April and June expiration. Nice bounce from ER drop. @unusual_whales

$Uber Q4 Results Summary: 🔸 Gross Bookings: $44.20B, +18% y/y. 🔸 Mobility: $22.80B, +18% (est. $22.52B). 🔸 Delivery: $20.13B, +18% (est. $19.7B). 🔸 Freight: $1.27B, -0.5% (est. $1.31B). 🔸 Revenue: $11.96B, +20% (est. $11.77B). 🔸 Adj. EBITDA: $1.84B, +44% (est. $1.85B). 🔸 EPS: $3.21 (vs. $0.66 y/y). 🔸 Trips: 3.07B, +18% (est. 3.02B). 🔸 Net Income: $6.88B (vs. $1.43B y/y). 🔸 Monthly Active Users: 171M, +14% (est. 168.35M). 🔸 Stock-Based Compensation: $419M, -11% (est. $463.5M). Q1 Guidance: 🔸 Gross Bookings: $42B - $43.5B. 🔸 Adj. EBITDA: $1.79B - $1.89B (est. $1.84B).

$UBER $GOOGL - UBER: TO LAUNCH WAYMO ROBOTAXIS EXCLUSIVELY ON UBER APP IN AUSTIN

$UBER - Uber Announces $1.5 Billion Accelerated Share Repurchase Program

$TSLA $GOOGL $UBER $LYFT - UBER, LYFT EMBRACE ROBOTAXI COMPETITION -- WSJ The ride-hailing leaders are preparing to bring driverless taxis to your door with new app features that allow customers to use their phones to open trunks and honk horns. They are building infrastructure to maintain the high-tech taxis and training human support staff to handle riders without drivers. Both companies will have driverless cars -- from Alphabet's Waymo and others

MORNING RECAP • Target Corp. ( $TGT): Shares fell after Q3 results missed expectations; EPS $1.85 vs. $2.30 est., sales up 0.9% to $25.23B missing $25.74B est., and operating margin at 4.6% vs. 5.6% est. FY EPS guidance lowered to $8.30-$8.90 from $9-$9.70. • Azek Company ( $AZEK): Beat Q4 expectations with EPS at $0.29 vs. $0.27 est., adjusted EBITDA $91.8M vs. $88.1M, and sales at $348.22M. FY25 guidance: revenue $1.51B-$1.54B, adjusted EBITDA $400M-$415M. • Chewy ( $CHWY): Upgraded to 'Buy' by Bank America with price target raised to $40 from $24. • Delta Air Lines ( $DAL): Projects mid-single digit revenue growth for 2025, with capacity expansion up to 4%. • La-Z-Boy ( $LZB): Q2 EPS $0.71 vs. $0.64 est., sales up 1.9% to $521M, Q3 guidance provided, dividend raised to $0.22. • Uber ( $UBER): Launched Uber XXL for airport travel in 60+ airports and new reservation features with flight tracking. • AeroVironment ( $AVAV): Upgraded to Buy from Hold by Jefferies. • DT Midstream ( $DTM): Acquires three pipelines from Oneok for $1.2B, spanning 1,300 miles across seven Midwest states. • Dycom ( $DY): Q3 EPS $2.68 vs. $2.26 est., revenue $1.27B vs. $1.22B est.; anticipates mid- to high single-digit revenue growth in Q4. • Patrick Industries ( $PATK): Announces a 3-for-2 stock split. • Powell Industries ( $POWL): Q4 revenue up 32.1% to $275.1M, but missed $284.3M est.; EPS $3.77 vs. $3.55 est.; orders up 56% to $267M, backlog steady at $1.3B, expects strong FY25. • SolarEdge ( $SEDG): Upgraded to Neutral from Sell by Guggenheim, previous $10 price target dropped. • Forestar Group ( $FOR): Files for potential sale of up to $300M in common stock. • JPMorgan ( $JPM): Downgraded to Perform from Outperform by Oppenheimer due to valuation. • Lemonade ( $LMND): Upgraded to equal weight from underweight by Morgan Stanley post-investor day. • StoneX Group ( $SNEX): Q4 EPS $2.32 vs $2.05 est., net revenue $454.8M vs $462.98M est. • XP Inc. ( $XP): Launches a buyback program up to R$1.0B; Q3 EPS as expected at 2.18, revenue slightly below at 4.319B; active clients increased to 4.7M. • Concentra Group Holdings Inc. ( $CON) will replace Myers Industries Inc. (MYE) in the S&P SmallCap 600 on November 27, following a distribution by Select Medical Holdings Corp. (SEM). • Pfizer ( $PFE) appointed Chris Boshoff as its R&D chief starting January 1. It also received EC approval for Hympavzi for hemophilia treatment. • Sangamo Therapeutics ( $SGMO) received FDA clearance for ST-503 human trials, with enrollment planned for mid-2025. • Varex Imaging ( $VREX) reported Q4 EPS at $0.19, beating the $0.09 estimate, but revenue dropped 10% to $205.7M. Forecasts Q1 revenue between $195M-$215M. • Viking Therapeutics ( $VKTX) shared positive mid-stage trial results for VK2809, showing significant improvement in liver fibrosis over placebo. • Comcast Corp. ( $CMCSA) is set to spin off cable channels like MSNBC, CNBC, and USA to reduce exposure to declining viewership and ad revenue, keeping NBC and Peacock, per WSJ. • Dolby Labs ( $DLB) Q4 EPS $0.81 vs. $0.70 est., revenue slightly below at $305M. Forecasts Q1 revenue $330-360M and FY revenue $1.33-1.39B. • Flex Ltd ( $FLEX) will replace Azenta Inc. ( $AZTA) in S&P MidCap 400, with Azenta moving to S&P SmallCap 600, effective November 25. • Keysight Technologies (KEYS) Q4 EPS $1.65 vs. $1.57 est., revenue at $1.287B. Q1 guidance: revenue $1.265-1.285B, EPS $1.65-1.71. • https://t.co/jK5z8CZLV2 ( $WIX) Q3 EPS $1.62 vs. $1.51 est., revenue $444.67M vs. $457.9M est. Increases FY24 revenue and bookings forecasts. • ZoomInfo Technologies ( $ZI) Chairman Schuck purchased 492,500 shares at $10.25 each on November 15, transaction worth $5,049,750.

Stock Gainers Brief: • $CVS: +3%; added four new board members, including Larry Robbins from Glenview Capital, expanding to 16 members; upgraded by Wells Fargo. • $FOUR: +4%; to join S&P MidCap 400 in place of RCM on November 20. • $HOOD: +6%; upgraded to Buy by Needham due to expected benefits from Trump's policy changes at SEC. • $LBRT: +2%; stock up with Chris Wright, a fracking advocate, nominated for Energy Secretary. • $MBI: +10%; upgraded to Outperform by KBW with a new $9 target after favorable legal and earnings news. • $SMCI: +9%; plans to meet Nasdaq compliance requirements for continued listing. • $TSLA: +8%; due to Trump team's interest in autonomous vehicle regulations. • $WOLF: +5%; CEO Gregg Lowe ousted, Thomas Werner steps in as Executive Chairman during CEO search. Stock Laggards Brief: • $BIIB: -1%; downgraded to Hold by Needham, with no expected upside in the next year. • $CMAX: -55%; filed for bankruptcy with $693M in debt, $390M in assets. • $LLY: -4%; continues to decline with other obesity/healthcare stocks. • $MARA: -6%; issuing $700M in convertible notes. • $NGNE: -35%; halted development of high-dose gene therapy due to serious side effect. • $PLTR: -9%; despite being a top S&P performer YTD, sees significant drop. • $UBER & $LYFT: -6%; both affected by news of potential regulations for autonomous vehicles.

$UBER $LYFT - UBER, LYFT SHARES DOWN AS MUSK SAYS TESLA TO ROLL OUT RIDE-HAILING IN TEXAS AND CALIFORNIA NEXT YEAR UBER DOWN 2.5%, LYFT DOWN 1.9%

$UBER - UBER SHARES DOWN 2%, REPORT SAYS CO EXPLORED POSSIBLE BID FOR EXPEDIA

$UBER - UBER EXPLORED POSSIBLE BID FOR EXPEDIA IN ‘SUPER APP’ GROWTH PUSH - FT

$UBER - Uber Starts $18 Shuttle Service Between Manhattan and LaGuardia Airport, Company Says -- WSJ Uber Routes Go Between Port Authority, Grand Central, Penn Station and LaGuardia -- WSJ Uber Plans to Expand to Other Airports, Company Says -- WSJ

UBER AND WAYMO EXPAND PARTNERSHIP TO BRING AUTONOMOUS RIDE-HAILING TO AUSTIN AND ATLANTA $UBER $GOOGL

$UBER UBER KICKS OFF ITS FIRST BOND SALE AS INVESTMENT-GRADE COMPANY

⚡UBER HIRES FORMER TESLA CHARGING CHIEF REBECCA TINUCCI FOR EV EFFORTS - SPOKESMAN $UBER