Three Market Takes I’m Watching $UBER $COIN $MGM
🐯 Hey Tigers!
Three very different setups I’m watching right now. 👀
🚗 $Uber(UBER)$
I think the “Uber gets disrupted by AI” story could eventually look pretty silly.
The disruption isn’t showing up in the numbers yet, but more importantly, I’m not convinced the mechanism makes much sense.
Imagine telling Muse:
“I’ll pick up riders if you have some.”
Someone nearby asks Muse for a ride, and Muse responds:
“Travis is going to pick you up and take you to the bar. He seems nice, I’ve read his emails.” 😂
Could Uber’s bargaining power change over time? Absolutely.
But does that mean a company sitting at the center of a massive transportation network suddenly becomes irrelevant? I’m not convinced.
The bigger question is who actually benefits if rates go higher?
💰 $Coinbase Global, Inc.(COIN)$
This one is more interesting than it gets credit for.
USDC generates revenue from the investment of its reserves, with Coinbase benefiting from that economics.
If USDC market cap remains stable while interest rates stay elevated, stablecoin-related revenue could remain a meaningful contributor through 2H 2026 and into 2027.
That makes the rate environment an important variable for $COIN beyond the usual crypto price narrative. 👀
🎰 $MGM Resorts International(MGM)$
$MGM got hit hard after $PPLI dropped its buyout bid.
The deal never made much sense to me at the original terms.
But now the interesting question is what MGM does with the capital allocation story.
One possibility is an aggressive buyback.
A $2B buyback would represent roughly 20%–25% of shares outstanding based on the assumptions here, potentially creating a meaningful change in the share count while investors are still trying to figure out the long-term value of MGM’s Japan opportunity.
Markets are always moving - and sometimes, the best move is knowing what works for you.
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