LUCID PARTNERS WITH UBER ROBOTAXI MARKET LOOKING SUPER
- Mr. Bullish
- Jul 17
- 2 min read
🌐 TSMC (TSM)
Q2 Profit Exploded: +60% YoY on booming AI-chip demand—net profit ≈ NT$398 billion (~US $13.5B)
Stock Response: Popped ~4% pre-market 🚀
Valuation: P/E ~30×, P/S ~12×, P/B high; gross margin ~56%, debt/equity low, stellar free cash flow
Analysts: Bullish—favored as a top chip stock thanks to AI momentum
✈️ GE Aerospace (GE)
Q2 Highlights: EPS $1.66 beat ~$1.43; sales up +34% YoY to $11B
Stock Response: +0.7% on news; fueled by big engine and services growth
Metrics: P/E ~15×, P/B ~2×; gross margin ~21%, FCF margin ~19%, debt/equity ~2.5
Analysts: Mostly “Buy”—predicted by Zacks to stay strong from production tailwinds
🥤 PepsiCo (PEP)
Q2 Snapshot: EPS ~$2.03 (−10% YoY); revenue flat ~22.35B
Stock Reaction: ~ +6% leading up to report; mixed afterwards as revenue cools
Valuation: P/E ~22×, P/B ~10×, P/S ~2×; dividend yield ~4.2%, payout steady; debt/equity moderate
Analysts: Generally Hold/Buy; labels it overlooked value due to stable dividend and brand strength
🧪 Abbott Labs (ABT)
Q2 Numbers: Revenue +7.4% to $11.14B; EPS $1.26 beat slightly
Stock Reaction: Slight dip (~−7%) as forecast was already priced in
Valuation: P/E ~21× forward, P/B ~5×, P/S ~5×; gross margin ~57%, debt/equity ~0.27, dividend yield ~1.9%, payout ~30%; rich free cash flow
Analysts: Mostly Buy; 2025 growth in medical devices makes it attractive
🤖 Uber & Lucid Robotaxi Deal
Deal Details: Uber is investing $300M in Lucid (plus Nuro) to launch driverless Uber taxis—20,000 expected in 6 years
Market Reaction: Lucid stock surged ~29% on the partnership 💥
Why It Matters: Uber is going all-in on self-driving tech. Lucid gets cash + exposure; Uber gains next-gen mobility edge.
💡 Bottom Line for Retail Investors
AI chips = gold mine (🔸TSMC is killing it!)
Industrial resurgence in aerospace with GE
Big brands like PEP & ABT = dividend kings, steady growth
Futuristic moves: Uber + Lucid = NEXT-LEVEL mobility—but high-risk
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