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Uber Technologies — The Asset-Light Mirage Cracking Under AV Pressure
The famous investor Bill Ackman has invested heavily in Uber stock, first revealing a position in Q1 2025 with a $72-76 average buy price range. Other investors around the world are calling Uber one the most under appreciated opportunity in the market right now. But is it really? Uber looks,...
The $650 Billion Bet: How Cloud and AI Infrastructure Really Make Money
And who gets burned if the AI bubble deflates Every week a new headline announces another hundred billion dollars flowing into AI datacenters. Microsoft, Amazon, Google, and Meta have collectively pledged over $650 billion in capital expenditure for 2026 alone — more than the GDP of Sweden. Investors are simultaneously thrilled...
