Uber Technologies, Inc.
Ride-Hailing and Delivery Platform
When we are talking about the 30% lift, here we are comparing Uber's deployment on a hybrid basis in the US with mature 1P deployments. These mature 1P deployments have the advantage of mix in that they include San Francisco which is a uniquely favorable market for EV deployments…
Challenges
The reported utilization gap in newly launched markets challenges the link between Tesla's geographic expansion and operating scale: Uber says its hybrid network delivers substantially more trips per vehicle.
The Transcript
Weekly Earnings-Call Quotes Newsletter
Alphabet CEO on Waymo: "We have now driven 300M+ fully autonomous miles. Waymo now operates in 15 major U.S. cities, and just recently opened up service to the public in San Antonio, San Diego, and Tampa with planned expansions into Canada, Germany, Singapore, and Spain"
x.comChallenges
Waymo's operating scale and new public service in three cities strengthen competition for the riders and utilization Tesla needs to earn high lifetime profits per Cybercab.
James Robert Anderson
CEO of Coherent Corp.
Today, all of our indium phosphide gets used in our own products. And we don't even produce enough today to meet all the demand of our own products. ... I don't see any big oversupply situation into 2028.
Supports
Insufficient InP output even for Coherent's own products and no major oversupply expected into 2028 support the scarcity premise behind acquiring Lumentum's laser capacity.
Coherent Corp.
Lasers, Optical Networking Components and Engineered Materials Company
PhotonLink brings together Coherent's photonic technologies and manufacturing capabilities in an end-to-end platform that spans the optical signal chain from generating, shaping light through transmission and detection to converting the signal to electrical form. ... In Q1, we si…
Mixed
Coherent presents a competing end-to-end optics platform and a large AI-customer commitment, challenging the thesis's claim that only Broadcom can match the combination while reinforcing demand for integrated optics.
Jim Cramer
Host of CNBC’s Mad Money, Leader of the CNBC Investing Club
Tomorrow, T Mobile is rolling out its new T Mix plans that allow you to buy the $2,000 iPhone Duo for as low as $800 as part of some sort of larger family plan. ... Apple gets its share no matter what from the Duo.
dts.podtrac.comSupports
A reported T-Mobile family-plan offer bringing the Duo's customer price as low as $800 could lower the affordability barrier to foldable adoption while preserving Apple's proceeds.
Reuters
Global News Agency
Qualcomm CEO: Going forward, our plan assumes global handset units will remain flat to down in calendar 27 - conf call
tradingview.comChallenges
A flat-to-down global handset planning assumption for 2027 means sustained iPhone growth would require share gains or higher revenue per device rather than a broad market recovery.
Reuters
Global News Agency
OpenAI said it will no longer use non-disclosure agreements with public officials when negotiating or discussing future sites, although proprietary information would still be under wraps. It will also give residents access to construction plans and their potential effect on traff…
Challenges
Concrete transparency concessions address demands behind opposition to new sites, improving the scope for negotiated approvals and tempering prolonged-delay risk.
Daleep Singh
Vice Chair and Chief Global Economist at PGIM
I don't think we have the results in all of them, but so far it looks like the overwhelming majority of those ballot measures resulted in greater restrictions. And so I think the build-out is still going to happen. It's going to be slower. It's going to be more expensive. ... And…
Supports
Restrictions that slow and raise the cost of data-center construction support the thesis's risk of delayed semiconductor demand by reducing AI capex next year.
glassnode
Digital Asset Data, Analytics & Research
The True Market Mean at $77.7K and the Short-Term Holder Cost Basis at $75.8K are providing strong support. ... Holding above these levels keeps the August uptrend in place.
x.comSupports
Support at the True Market Mean and short-term holder cost basis strengthens the bottom thesis, with the August uptrend dependent on those levels holding.
Eric Balchunas
Senior ETF Analyst at Bloomberg Intelligence, Co-host of ETF IQ and Trillions
[Replying to @17946674: "There are no sellers left in crypto."] Yeah I thought $60k was this “no sellers left” baseline so good sign for the asset that baseline appears to have moved up to $77k ish
x.comSupports
The apparent rise in the selling floor to about $77,000 supports the view that Bitcoin has absorbed recent bad news and established a bottom; this is a judgment about seller exhaustion.
Fireside Alpha
Business, Technology and Investing Interview Digest
JUST IN: SpaceX needs at least $200 billion to enter wireless once you add up spectrum, towers, and antennas, according to Deutsche Telekom CEO, who says "welcome to the party"
x.comChallenges
The estimated funding requirement raises the capital hurdle for a nationwide carrier challenge; it is an incumbent CEO's assessment of spectrum and network costs, rather than a confirmed SpaceX budget.
Cristiano R. Amon
We provide silicon content for radio, including massive MIMO, as well as the accelerator for the digital unit. And we provide software on the layer one.
Supports
Qualcomm's role spans radio silicon, digital-unit acceleration and Layer 1 software, supporting the thesis that its platform will power the network.
Dow Jones
Real-Time Financial News Wire
Derive traders now price in a 55% chance of Bitcoin finishing above $80,000 Friday, versus 5% at its overnight low, and roughly 10% odds of falling below $78,000. The probability of Bitcoin exceeding $100,000 by Christmas rises to 5% from 3.5%, Forster notes. ... The question now…
Mixed
Rising options-implied odds of $100K by Christmas support the upside scenario, while the recovery’s reliance on short covering and hedge unwinding highlights price drivers beyond net ETF buying.
Dow Jones
Real-Time Financial News Wire
A slowdown even at the fringes of data center development can ratchet down cost pressures on supplies, labor and credit. And it would give anyone with an existing data center more confidence that the scarcity of their asset will make it more valuable down the road.
tradingview.comMixed
A slower buildout could increase the scarcity value of operating capacity while easing construction and financing costs, producing different effects for existing capacity owners and suppliers dependent on new projects.
Mandeep Singh
Global Head of Technology Research at Bloomberg Intelligence, Host of Tech Disruptors
I don't think the pace of AI will change in a big way in terms of what companies are looking to do. At the same time, the build-out of data centers could certainly be affected by what happened last night. ... I would expect, if there are moratoriums, then it could even impact you…
Supports
The AI demand outlook may hold, but possible moratoriums could weigh on data-center investment and semiconductor demand, with the 2027 CapEx reduction conditional on moratoriums.
Jason Calacanis
LAUNCH founder and early-stage startup investor
Tesla and Uber will be part of ride sharing growing from 1% of rides to 30% on our lifetime. Those stocks will be 3x in under five years in my model. Both are ~50% undervalued right now
x.comSupports
The forecast supports Tesla’s long-term stock upside through a larger ride-sharing market, with a model projecting a tripling in under five years and roughly 50% undervaluation today.
Dow Jones
Real-Time Financial News Wire
Hinojosa, on the other hand, made data center opposition a centerpiece of her campaign and says she wants to keep the pause in place until Texas lawmakers enact laws regulating their water and power use. SpaceX's AI data centers are in Tennessee and Mississippi, but Tesla has a s…
Challenges
Keeping Texas’s data-center pause in place could constrain expansion of Tesla’s local AI computing infrastructure, adding a regulatory hurdle to its autonomy and Optimus buildout.
Justin Sun
Founder of TRON DAO
[Quoting The Block: "Tron's USDT supply has climbed to approximately $93 billion, extending its lead over Ethereum to a record $25 billion."] 93 billion USDT on Tron!
x.comChallenges
Tron’s reported $25 billion lead in USDT supply challenges Ethereum’s competitive position in the stablecoin base underpinning the bullish ETH thesis.
Jeremy Allaire
Co-Founder, CEO & Chairman of Circle
Major new perpetual exchanges are launching on Arc and Kraken and Zacks stocks is bringing tokenized stocks and ETFs to Arc imminently. ... As of late October, there's about $1.5 billion of USDC, cirBTC and EURC on Arc. More than $30 billion of USDC has moved on Arc since the lau…
Challenges
Arc’s reported $1.5 billion in assets and roughly $1 billion in daily USDC transfers show financial activity accumulating on a competing chain, weakening the link between broader tokenization growth and Ethereum adoption.