Pershing Square looks excessively valued: a $24 billion market cap against $22 billion of fee-paying assets under management. x.com 

Uber's large, successful network and marketplace give it a moat. The stock is in stage 4, but its fundamentals still appeal. x.com 

Pershing Square trades below the price strategic investors paid for a stake two years ago, even though its fee-paying assets have roughly doubled since. Those investors bought a 10% interest at $26.25. Pershing Square USA also trades at a large discount to its $49 of cash per share, and the firm looks nothing like other closed-end funds. x.com 

Meta looks unattractive because its fines, capital raises and AI capex make the math ugly. The stock could trade back to the $500s, while hyperscalers probably have to make those raises with equity down 15-25%. Muse looks like a fad and average users may not need AI agents, matching LogicalThesis's view. x.com  x.com  x.com 

Uber looks cheap, and insiders who know the company best are buying, a point @SteurJonas69716 raises. The stock is a solid buy as long as robotaxis do not kill the business, which is doubtful. x.com  x.com 

Pershing Square's shares at $33 look far too high for some of the worst fundamentals in the market. The $22 IPO price is the next stop, and even a level as low as $3.55 could arguably be fair. x.com 

SoFi is the highest-conviction pick among eight businesses to own for 5+ years, as the market underestimates how big its financial ecosystem can become. Amazon has many ways to compound; Uber's core works, with autonomy as upside; ServiceNow has deep switching costs and a long AI runway. Zeta Global is riskier, with huge upside if growth quality holds. Netflix's margins, cash flow, pricing power, ads and scale are underrated; AMD offers data center exposure; AppLovin appeals at the right price. … Show more

Uber was the clearest consensus buy among top investors last quarter, and its valuation still looks interesting at about 23 times forward earnings with a PEG below 1. Bill Ackman raised his stake 15%, David Tepper 22% and Pat Dorsey 61%, while Terry Smith opened a new position, four very different investors arriving at the same place. x.com 

Uber looks set to reverse higher as large bullish options flow arrives just off a new monthly low. An $80 million in-the-money call block expiring June 5 comes amid massive put writing across the consumer discretionary and industrials sectors. The stock is coming off a textbook inefficient sell on the weekly chart and shows clear daily accumulation patterns. x.com 

Restaurant stocks, including Chipotle and Wingstop, are uninvestable right now, with too many better places for money. Most have slowing growth, rising costs and poor margins. Wingstop's growth and margins look better than most, but it is still not a buy. x.com  x.com