Uber is currently growing 18% YOY at 15 p/e but what exactly is the moat of the company? Isn't it just an app for booking "taxi"? What is stopping another company from entering the market and creating another cheaper affordable app where users can compare prices before booking?
Donald Trump and pelosi brought VST at a higher valuation but what is the catch for this? Is energy being the next bottleneck for AI going to accelerate this company?
What's ur though on these 2 companies?