Finance Foggle

Key Takeaways Uber's financials are strong : Revenue up 14% YoY, free cash flow conversion hit 112% in Q1 2025, with 35% Adjusted EBITDA growth . Robotaxi fears overblown : Tesla’s limited Austin launch and Waymo partnerships show Uber’s adaptability. Full autonomy isn’t expected until 2030 . Analysts are bullish : 33 of 35 Wall Street experts rate Uber a Buy, with a $94.85 avg target (+1.5% upside). Some see $115 . Trade tensions loom : July 9 tariff deadline could disrupt markets, but Uber’s global diversification acts as a buffer . Valuation looks solid : Trading at 22.5x forward P/E, with EPS CAGR projected at 41.2%. PEG ratio of 0.55 suggests it’s cheap for its growth . Why Uber’s Financial Engine Is Accelerating Past Doubts Uber’s Q1 2025 results silenced a lotta skeptics. Gross Bookings jumped 18% YoY (constant currency), hitting $42.8 billion. Even more impressive? Free cash flow  doubled  to $2.3 billion—up 66% from last year. That’s not just growth; it’s efficiency k...

Key Takeaways Tesla completed its first fully autonomous delivery of a Model Y from its Austin factory to a customer’s home on June 27, 2025, with no human inside or remote control . The 30-minute drive crossed highways, residential streets, and parking lots at speeds up to 72 mph, exceeding Texas’ 70 mph limit . Tesla’s Head of AI, Ashok Elluswamy, confirmed the vehicle was unmodified and the customer was randomly selected . The milestone coincides with Tesla’s limited robotaxi launch in Austin, which uses safety monitors and remote supervision . Skepticism persists due to Tesla’s history of staged demos and ongoing NHTSA investigations into FSD safety . Tesla’s Driverless Delivery: How It Actually Went Down So Tesla pulled off something pretty wild last week. On June 27, 2025, a brand-new Model Y drove itself straight from Tesla’s Austin Gigafactory to a customer’s apartment downtown. No driver. No remote operator. Just the car navigatin’ through highways and city streets all alone f...