TSLA WeeklyPay™ ETF

$Tesla(TSLA.US)

Context: Between higher rates, US-China developments and Tesla’s own growth expectations, there are plenty of reasons for short-term volatility. Trying to predict every move can easily become overtrading.

My trade: Keeping the core holding untouched while reserving additional capital for unusually weak days rather than ordinary market noise.

Takeaway: Next time, define the price and reason for adding before the market opens—the queue should follow the plan, not the emotion.

Uber Technologies Inc. $Uber Tech(UBER.US) is currently trading at $69.42, floating near its 52-week low of $65.41 and roughly 30% below its all-time high of $100.10. The market is in an intense debate regarding Uber’s long-term viability as an autonomous vehicle (AV) ride marketplace. Fears that vertically integrated robotaxi networks (like Alphabet’s Waymo or Tesla’s upcoming network) will bypass Uber entirely have heavily weighed on the stock.

However, the underlying financial fundamentals tell a completely different story. Wall Street analysts remain highly bullish, with firms like Evercore ISI predicting the stock could double based on the following catalyst framework:

The Aggregator Flywheel: Uber continues to act as the primary demand and orchestration layer. Management is leveraging this scale through major enterprise wins, such as the national expansion of Costco delivery on Uber Eats.

High-Margin Ecosystem: The Uber One loyalty framework has achieved over 50 million members, capturing half of all gross bookings.

My trade

Hypothesis: The market has irrationally priced in a premature “AV death sentence” for Uber. In reality, AV hardware developers will still require Uber’s immense 200M+ global user network to maximize capacity utilization. The stock is coiled for a sharp valuation rerating as imminent share buybacks resume and technical support holds.

Strategy: Scale into a Core Long Position utilizing structural support levels. I will accumulate shares between $66.00 – $69.50 (buying near the structural 52-week support baseline).

Takeaway

The central takeaway is that network density and consumer demand aggregation trump proprietary hardware in platform economics.While the market obsesses over who owns the robotaxi technology, Uber owns the customer relationship. Autonomous fleets will need a marketplace to source rides, and building a global demand pool from scratch is an extraordinarily capital-intensive endeavor.

$Tesla(TSLA.US)

Context: The US-China meeting adds another variable for Tesla investors. Markets can react strongly to headlines, but the first move doesn’t always tell us much about the longer-term business.

My trade: Staying with the existing position and watching how the market digests the meeting before deciding whether any weakness deserves additional capital.

Takeaway: Reacting fastest isn’t always an advantage. Separating headline volatility from a genuine thesis change matters more.