ResearchUBER6 months ago11.6Kviews

Re-rating path for UBER

Semiconductors: UBER over 90 days — demo research by @maren_vos.

Maren Vos on UBER. Covering NVDA ecosystem and supply chain. I size positions around catalysts, not narratives. Thesis: long over 90 days. Entry locked at publication. Risk: macro shock overwhelms the single-name view. [Demo seed content — not investment advice.]

Re-rating path for UBER

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