The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @amitisinvestingViews › | 2 | 0 | 0 | 0 |
 @Jake__WujastykViews › | 0 | 1 | 0 | 0 |
 @SawyerMerrittViews › | 0 | 0 | 0 | 1 |
 @garyblack00Views › | 0 | 1 | 0 | 1 |
 @JasonViews › | 0 | 1 | 0 | 0 |
@amitisinvesting: Replying to @nahkoul: Completely agreed. I think this one has a big 2027. Context from prior view sees $UBER compelling at ~$76 with fair value closer to $120 based on strong FCF growth.@amitisinvesting: A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure.
2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies.
3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partnersPartly aligned. No clearly opposing views so far.
@garyblack00Views ›@SawyerMerrittViews ›@Jake__WujastykViews ›@Jake__Wujastyk 轉發）他表示 $UBER 今日 MACD 向上交叉，但仍低於8/26樞紐 VWAP 區，未改變現狀。標 $UBER 中性。@amitisinvesting: Replying to @nahkoul: Completely agreed. I think this one has a big 2027. Context from prior view sees $UBER compelling at ~$76 with fair value closer to $120 based on strong FCF growth. (Bullish)@amitisinvesting: A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure.
2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies.
3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners (Bullish)Replying to @nahkoul: Completely agreed. I think this one has a big 2027. Context from prior view sees $UBER compelling at ~$76 with fair value closer to $120 based on strong FCF growth.
@nahkoul Completely agreed. I think this one has a big 2027.
Reasoning: Fundamentals · Medium term Specific
Uber will have as many AVs in their network as Tesla and Waymo, across 10,000 cities and 30 partners. Projects 75-125m+ AVs globally in 10-15 years, Tesla owning 30-40m, Uber 35m, Waymo 10-15m. Rides explode as price hits under $1 a mile.
Uber will have as many AVs in their network as Tesla and Waymo have, just across 10,000 cities and 30 partners. There will be 75-125m+ AVs globally in 10-15 years Tesla will own 30-40m of them, Uber will have 35m of them (across 30 partners) and Waymo will have 10-15m… rest will be long tail of networks. 100m doing 25 rides a day = 2.5b rides a day… the number of rides a day is going to explode as price hits < $1 a mile on the west
Reasoning: Macro Specific
The smart money doesn’t see it that way at all. Once many OEMs have solved for unsupervised autonomy (6 plus NVDA and counting already) ride hailing will offer both supervised and unsupervised options - just as today one can take Uber X or Uber black. Why can’t $TSLA bulls acknowledge that unsupervised autonomy will become a commodity just as every other innovation in the history of the automotive industry has become? When it does, Uber and Lyft will offer both chauffeured and unsupervised options for all their products (Uber X, Uber Black, Uber XL, etc).
Reasoning: Fundamentals · Long term
（@Jake__Wujastyk 轉發）他表示 $UBER 今日 MACD 向上交叉，但仍低於8/26樞紐 VWAP 區，未改變現狀。標 $UBER 中性。
Reasoning: Technicals Specific
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure. 2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies. 3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners
The original is long; open it to read in full
Reasoning: Catalyst · Short term
Price at post time (as recorded): $UBER 69.08
@teslayoda Robotaxi will be a commodity in 10 years that Uber Lyft and most OEMs will offer. As in all commodity services, the winner will be the one who can offer the fastest pickup at the lowest price. So not sure the point of the question.
Reasoning: Not tagged by analyst Specific
@MrVasireddi Price to the same location. This is excluding Uber tip.
Reasoning: Not tagged by analyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.