$VOW (+0,86%)
$UBER (-0,25%)

Volkswagen and the US ride-sharing service Uber want to launch a new ride-sharing service in the United States. VW is supplying self-driving vans for the service, which is due to start as early as 2026.

Volkswagen and the ride-sharing service Uber have agreed a partnership for the US market. Over the next ten years, the car manufacturer will provide thousands of autonomous ID Buzz AD electric vans for rides in the USA, as announced by the Hamburg-based VW subsidiary Moia. Uber customers will be able to call the vans via the US company's app.

Commercial trips from 2026

The partnership will begin immediately, said a Moia spokesperson. According to the plan, a test phase will begin at the end of the year. The first commercial rides will then be offered in 2026 - initially in Los Angeles. More specifically, the partnership involves Volkswagen ADMT LLC - a company of the VW US subsidiary - Moia and Uber

The Google subsidiary Waymo has long been successful in the robotaxi business in the USA in San Francisco, Phoenix, Los Angeles and Austin. Further cities are to be added this year. In an interview with manager magazin, Volkswagen CEO Oliver Blume recently announced his intention to compete with Waymo in the field of autonomous driving. "We see great progress on the way to being able to offer an integrated series solution in the next few years. Comparable to Waymo, but with our own product - the ID.Buzz."

Tesla wants to produce a robotaxi called Cybercab from 2026. General Motors terminated the corresponding Cruise project at the end of 2024 after the car manufacturer had burned through ten billion dollars.

https://www.manager-magazin.de/unternehmen/autonomes-fahren-vw-und-uber-schliessen-robotaxi-partnerschaft-a-e42c3be0-9232-43aa-b61f-c3901c6997d7

$UBER (-0,25%) went over the table for the umpteenth time these days. Is currently struggling in the short-term 15min chart at the POC (volume peak). If Uber runs into the lower standard deviation again today/the next few days - down to 60€ or even below, then I'll be back in. Otherwise there were a few nice short-term trades with a total of just under €1,800 Erlöse🤷‍♂️

Positions in $UBER (-0,25%) and $AMZN (+0,25%) which now account for almost 50% of the portfolio. In addition, additional purchases in $ASML (-0,08%) and $AMD (+2,72%) were made. Soon it will be time again for the next earnings, it remains exciting.

Thesis: AI remains and will continue to be expanded over the next 5 years. Access to ChatGPT or similar will be just as important as a good WIFI connection. $AMZN (+0,25%) makes GenAI the 4th pillar of their business. At the same time $UBER (-0,25%) is penetrating the delivery business more strongly, most recently through cooperations with Sally Beauty and Petco no longer 1-Day Deliveries (Prime) but 20 minutes.

Or how you can make a fool of yourself all over the world.

No deal with Putin, no deal with TikTok, no deal with China.... In the end, Trump had to back down again. What hedge fund managers, US industry and high-ranking Republicans had been calling for days ago came true yesterday. Just before his political "suicide", the ripcord was pulled.

My portfolio conclusion: it has once again proven true - everything that falls quickly can also rise quickly again, and vice versa📉📈 Somehow a crash in fast motion.💥 It's not over yet. We are still a long way from the highs.

The last few days around 30k have been invested in the portfolio, even several times due to the nice volatility, as I've been in and out with the whole amount about 3 times in total.

Yesterday morning I went back in with the stocks that were taken out the day before. Orders closed $UBER (-0,25%)
$RDC (-0,7%)
$KTN (+0,18%)
$VER (+0,11%)
$ZAL (-2,72%) and also the $WEBG (+0,81%) was expanded with approx. 5k. I like to invest the trading proceeds in ETFs to steadily expand the core.

How did you get on? Were you brave enough to get in?

Would you currently rather buy additional positions in your portfolio or add new shares to your portfolio?

I am currently short these positions:

$ASML (-0,08%) (-17%) (actually position full)

$NVDA (+4,72%) (-20%) (position actually full)

$GOOGL (-1,98%) (-15%)

$VST (+1,58%) (-20%)

$HIMS (-0,04%) (-22%)

$AMZN (+0,25%) (-2%)

that I would like to get new

$MC (+0,33%)

$MELI (+1,25%)

$SPOT (+2,68%)

$MSCI (+1,01%)

$UBER (-0,25%)

$SIE (+3,19%)

$MUX (+3,31%)

$UBER (-0,25%) Why I sold my Uber right after the start of US trading today.

Trump's actions and share prices are not predictable in themselves, but when share prices react to them, they remain within certain ranges - for mathematicians and statisticians - it's about the standard deviation 1 and 2. I use these marks in addition to the volumes for my trading decisions, among other things.

The picture below shows a short time horizon of approx. 3 weeks, 30min chart on the NYSE. The yellow channel shows the standard deviation from the volume weighted average price - blue line in the middle. The pink channel shows the standard deviation 2.

Even though Trump is a "savage", the price is running within the standard deviation 1 except for a few outliers. If it breaks down sharply, I am on the lookout for a reversal signal or place a buy order in this area.

As the price has moved south again from the average price since the US stock market opened today, that was the sell signal for me - even if the buy-in of just under €56 would have been tempting to hold.

With high volatility, it's better to get out and lock in profits. You can always get back in. Let's see what the news has to offer tomorrow. Buy orders are set at the lower end of the standard deviation 2 / yesterday's lows. If it works, it's good, if not, also OK, then at least I have secured the profits from "yesterday to today".

Of course, the chart does not give us 100% certainty! But it does give us signals for buy or sell - if the price were to break out of the standard deviation 2 downwards, for example, my stop loss would also solve the problem 😅

If all else fails, then "zoom out" - where are the relevant areas on the long horizon?

There used to be something at the lower edge of standard deviation 2 😅 - otherwise there may be potential downwards into the channel between 40$ and 50$ 🥶 ...let's hope we don't have to see that!

$UBER (-0,25%) Sold about a week ago above 70€, with the target price to re-enter at the lower edge https://getqu.in/vVtu9N/

$UBER (-0,25%) What are my eyes seeing during the coffee break? Is something happening at the point of control?

Well then, a buy order in the €58 range - in times when everything is red, you just have to keep your head above water with small trades 🏊

$UBER (-0,25%) traded in the small range. the next buy order in the lower part of the range is already in again. Every little helps a lot👆

PS: This has no relevance for B&H investors - in the long term, Uber is a good buy even at this level!

The capital that was freed up went into the $RDC (-0,7%) This position was reduced by 2/3 / profits taken after the earnings a few days ago. Also hit a small resistance zone at around €123.