$Uber(UBER)$ Gross Bookings up

$Uber(UBER)$ Gross Bookings up 24%, EBITDA up 33% year-over-year, and TTM free cash flow just crossed $10B for the first time in the company's history. They're still holding around 60% share in markets where Waymo keeps expanding. Doesn't look like a company losing the AV war to me — more like a company quietly printing cash while the narrative says otherwise. Meanwhile $Oracle(ORCL)$ is sitting at 17.8x forward earnings, roughly 29% below its 3-year average. Looks cheap on paper, but the discount is there because the AI capex is real, and the market seems to want proof it actually converts to earnings, not just backlog.

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