$Grab Holdings(GRAB)$ $Lyft, Inc.(LYFT)$ $Uber(UBER)$ ๐ค๐๐ฏ Tenkan Turbo: GRABโs AI Catalyst, Short-Squeeze Fuel, GoTo Wildcard ๐ฏ๐๐ค
๐ฅ Prelude
OpenAI just gate-crashed Southeast Asiaโs super-app, shorts are crowding the wrong side of the ledger, and my fib ribbons are signalling a 25 % jolt the moment $GRAB clears 5.12. Iโm positioning for lift-off when market opens on Monday.
30 Jun 25, ๐ณ๐ฟNZST
๐ฐ OpenAI Partnership: Prestige Meets Cash Flow
The Information confirms OpenAI has signed bespoke AI deals with only three commercial partners: the US Pentagon, the Indian Government, and Grab. Each engagement carries a minimum 10,000,000 $ fee; management says the build will optimise routing, payments, and ads, turning every ride into a real-time data harvest. ๏ฟผ ๏ฟผ
โก Capital Arsenal and M&A Optionality
Grab raised 1,500,000,000 $ in zero-coupon convertibles this month, explicitly flagging โacquisitions and strategic investments.โ Reuters sources say a GoTo buyout valued near 7 billion $ remains under discussion, with Jakarta regulators focused on labour safeguards rather than price. ๏ฟผ
๐ Multi-Timeframe Technical Grid
โข Monthly โ Price bounced off the Ichimoku Tenkan at 4.37; .382 log fib at 4.91 is now support; the .50 level at 6.30 offers 28 % upside.
โข Weekly โ All moving averages (MA5 4.80, MA10 4.86, MA20 4.67, MA30 4.70) sit beneath Fridayโs 4.92 close, forming a rising ribbon. RSI 12 clocks 55 while MACD printed its first green bar since April.
โข Daily โ A golden cross is imminent; a close above 5.12 trend resistance opens the runway to 5.63 then 5.79. Iโm watching 5.20 as the first trend-line retest.
๐จ Flow and Sentiment
Nasdaq lists short interest at 167,233,358 shares (โ 6.9 % of float) with 4.6 days to cover, up 32 % month over month. ๏ฟผ
Barchartโs unusual-activity screen flagged heavy call buying in the 5 and 6 strikes expiring 19 Jul 25. ๏ฟผ
Institutions are still sticky: Tiger Global shows 92,923,788 shares on its latest 13F, Uber and SoftBank each retain multi-year strategic stakes. ๏ฟผ
๐งฎ Fundamentals Snapshot
Q1 25 revenue rose 18 % y-y to 773 million $, beating LSEG consensus, while net profit swung to +10 million $ and adjusted EBITDA hit a record 106 million $. ๏ฟผ ๏ฟผ
Street consensus: 24 Buys, 2 Holds, 0 Sells; median target 5.69 $, Evercore pushes 8.00 $, JP Morgan nudged to 5.30 $ after the OpenAI news. ๏ฟผ
๐ Macro Backdrop
Sixty-four central banks have already cut policy rates in 2025, according to Bank of America data, keeping global liquidity abundant for high-beta tech. A GrabโGoTo tie-up would create the regionโs undisputed super-app across Singapore, Vietnam, Indonesia, Malaysia, Thailand, Philippines, Cambodia, and Myanmar, embedding a local-language AI moat competitors canโt match.
๐ฏ Forward Scenarios
Base 60 % โ Daily golden cross confirms; price tags 5.63 within six weeks.
Bull 30 % โ GoTo acquisition announced plus OpenAI roll-out PR; squeeze through 6.30, momentum extends to 7.00.
Bear 10 % โ Regulatory block in Jakarta; risk-off macro; failure to hold 4.67 drags to 4.20.
๐ Watchlist
โข 5.12 daily close with volume > 10,000,000 shares
โข Any 8-K or SGX filing detailing OpenAI scope or GoTo terms
โข Short-interest delta from 03 Jul 25 close; next official FINRA report expected around 18โ19 Jul 25 covering 15 Jul 25 settlement
โข Options open-interest shifts at 5.50 and 6 strikes
๐ฅ Conclusion
Tenkan support, a pending golden cross, and a blockbuster OpenAI endorsement stack the deck for a fib-powered glide toward 6.30. Shorts are overstaying, institutions are steady, and convertible cash is primed for an M&A splash. Iโm accumulating on confirming closes above each key level, targeting the .50 fib long before the broader market wakes up.
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Trade like a boss! Happy trading ahead, Cheers, BC ๐๐๐๐๐
@Tiger_comments @TigerStars @TigerWire @TigerPicks @TigerClub @TigerObserver @Daily_Discussion
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- Cool Cat Winstonยท2025-06-30TOP๐ป๐๐๐่ฟๆญฃๆฏๆไธ็ด่ฏไปท$GRABๅบๅๅฎไฝ็ๅๅ ใไฝ ๅพๅฅฝๅฐๆ็ปไบๅคฉ็ผๅๅผน๏ผๅนถๅฐๅ ถไธๅฎ่งๆตๅจๆง่็ณป่ตทๆฅ๏ผไฝๅคชๅคไบบๅฟฝ่งไบ่ฟไธ็นใๆฅๆ1000ไธ็พๅ ๅบไปท็OpenAI่งๅบฆๆฏ่ฎค็็้ช่ฏ๏ผ6Report
- Tui Judeยท2025-06-30TOP๐๐๐๐ผ๐๐Grabโs dominance across Southeast Asia looks unstoppable if that GoTo deal lands. I found the 1.5B convertible breakdown helpful, and your fib ladder toward $6.30 lines up with the momentum Iโm seeing in $SE too.3Report
- Hen Soloยท2025-06-30TOP๐๐๐๐ฌ๐ฅ๐ง Itโs the golden cross setup combined with institutional conviction thatโs doing it for me. When Uber and Tiger are both holding tight, and you overlay a rising ribbon structure, itโs hard to ignore the potential in $GRAB from here! Shall I grab it now? ๐ซ๐5Report
- Queengirlypopsยท2025-06-30TOP๐ค๐ฅ๐ฃThe fib setup plus shorts getting bold right before a golden cross? $GRAB looks ready to humble every bear in public. That 6.30 levelโs calling like it owes me money ๐ธ2Report
- Kristina_ยท2025-06-30TOPOpenAI teaming up with Grab? Thatโs a serious AI flex. If the tech holds up, this could be Southeast Asiaโs own Tesla moment. Watching closely.๐๐ช1Report
- Kiwi Tigressยท2025-06-30TOP๐คฉ๐ฅ๐ฒThat OpenAI plug got me fr. $GRAB moving with Pentagon-level AI and flexinโ a golden cross? Kinda wild. If they scoop $GOTO too, this thingโs gonna moon faster than my last espresso hit ๐โ๏ธ2Report
