Buckle up, it's a long one. Feel free to scroll past if you're short on time, but I think it's worth the read. Reflecting on 2024 2024 was a solid year. I'd give myself a B+, mostly because I left money on the table. I was early identifying trends and winners, but I sold too soon. Big names like$Rocket Lab (RKLB.US)$,$IonQ Inc (IONQ.US)$, and$Oklo Inc (OKLO.US)$could’ve been massive multi-baggers if I’d held longer. Instead of taking 70% gains, I should’ve waited for th...
Wekang
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I think it is not wrong taking exit earlier, depend the risk you could bear. it will protect you from falling knife when it happened. luckily it is not yet happening. if it happen you are safe then.. Win is a win.. be proud of yourself. Cheers
$Uber Technologies (UBER.US)$I started seeing Waymo in the city I live, and they will go live in 2025 and collaborates with Uber. Will it help or is it already included?
U.S. ride growth concerns and Robotaxi fears have created an attractive buying opportunity, with shares down 23% since earnings versus NASDAQ's +4%, despite 17%/30% revenue/EBITDA CAGR from 2024E to 2026E and the stock trading at 11.5x 2026E EBITDA I think we're at a short term bottom. This report highlights significant cost hurdles for Robotaxi adoption. Near term, Uber should retake lost U.S. Mobility share as it implements higher insurance costs on...
Tom 07 : Waiting to add more at 55