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$UBER · The Real Reason Uber & Lyft Stock Soared | Nvidia Connection
now playing · $UBER
$UBER···bullish· high· postravis hoium
Uber positioned as primary winner in autonomous vehicle market as demand aggregator
Uber wins in autonomous vehicles because it aggregates rider demand; commoditization of AV technology across dozens of suppliers lowers costs and increases supply, driving more de…
$LYFT···bullish· high· postravis hoium
Lyft positioned as co-winner with Uber in autonomous vehicle market as demand aggregator
Lyft benefits from the same demand-aggregator dynamic as Uber; multiple AV suppliers commoditize the technology, lowering ride costs and increasing volume on Lyft's platform while…
$NVDA···neutral· mediumtravis hoium
Nvidia's automotive chip business seen as incremental not transformative for valuation
Nvidia will sell more Drive Hyperion chips to automakers, but this is a nice incremental business rather than a game-changer; competition from custom silicon like Mobileye and com…