Chit Chat Stocks Coupang In Free Fall; Uber and Snap Stock Pitches; Gold + Silver All-Time Highs $CPNG $UBER $SNAP
Dec 19, 2025
Aria Radnia, an insightful independent investor and YouTube analyst, shares his expertise on stocks like Uber, Coupang, and Snap. He highlights Uber's strength through its network effects and its resilient business model amidst AV threats. Aria explains Coupang's significant crash following a data breach and debates its investment potential. Additionally, he discusses Snap's innovative monetization strategies and Netflix's expansion into podcasts and gaming, assessing their impact on future growth.
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Uber's Moat Versus AV Hype
- Uber's core moat is a dominant network effect and verb usage that drives steady free cash flow growth.
- Autonomous vehicles (AVs) are unlikely to fully replace Uber because supply-demand balancing and utilization require an open marketplace like Uber's.
Assess AV Threats By Supply Dynamics
- Do evaluate AV disruption by imagining supply-demand and utilization, not just vehicle capability.
- Consider whether AV fleets would list on Uber to maximize utilization before assuming Uber is obsoleted.
Hourly Volatility Makes Drivers Valuable
- Ride-hailing has large hourly swings in demand that require flexible supply to match peaks and troughs.
- A fragmented AV market would still need an open marketplace to fill utilization gaps that human drivers provide.