Dear Reader,
Every trading day, my firm and I use tech inspired by the CIA and Mossad... to scan through the U.S. stock market for strange signs.
And we noticed something odd recently.
We noticed Warren Buffett has been on a buying spree of one specific U.S. stock.
Even as he's been selling off some of his biggest positions, like Apple, in recent months - and hoarding cash...
He's loaded up on millions and millions of shares of this single stock.
Why?
We believe he's getting ready for the next phase of the AI boom, starting just weeks from right now... which could be much, much bigger than anything we've seen in recent years.
I say that because, on September 30, 2025, at midnight Eastern time... a groundbreaking emergency order goes into effect... issued directly by the White House.
And our research shows... this order is about to ignite a brand-new historic wave of AI gains in the U.S. stock market.
Already, insiders like Buffett are getting their money ready. And he's not alone.
- Billionaires like Elon Musk, Jeff Bezos, and Bill Gates have all moved nearly their entire net worth into investments that will directly benefit from what's about to happen.
- And major corporations like Google, Microsoft, Amazon, and Meta are all pouring in billions of dollars.
To see the name and ticker symbol of the stock Buffett has been buying heavily - and how you could see enormous profits from the next, biggest, and possibly final wave of the AI boom...
Click here for all the details.
To your financial safety,
Rob Spivey
Director of Research, Altimetry
P.S. This is about much more than just one stock. In fact, our firm's data shows nearly 100 different examples of investors doubling their money or more at a time like this. Click here to see how you can get in on the next wave of the AI boom.
Baidu Teams With Uber and Lyft on Robotaxis—Stock Upside Ahead?
Written by Gabriel Osorio-Mazilli. Published 8/15/2025.
Key Points
- China's Baidu is looking to expand its robotaxi division into European markets, and it is choosing Uber and Lyft to help it do so smoothly.
- This creates two ways investors can play this new theme, with plenty of upside potential ahead.
- Wall Street analysts see the potential, though this new development is not priced in today.
A new wave of disruption is sweeping the automotive sector, as advances in artificial intelligence and economies of scale allow industries to harness cutting-edge technology. Competition is set to intensify like never before.
Investors who get in early on these themes could ride the momentum through the rest of the year.
Special gold investment soars 2,300% ... 5,090% ... 9,850% (Ad)
In my 54 years as an investor, I've seen my share of gold bull markets.
But nothing comes close to the rally right now.
Over the past few weeks alone, the yellow metal surged as high as $3,500 — the highest level on record.
So far this bull run playing out exactly as me and my analysts have predicted.
With that in mind, the autonomous-driving boom—robotaxis—should be at the forefront of investors' considerations. While a few U.S. companies are already piloting robo-taxi programs, one Asian giant is poised to expand beyond China into Europe over the next few years.
That company is Baidu Inc. (NASDAQ: BIDU), often called China's version of Alphabet Inc. (NASDAQ: GOOGL) because it dominates the search-engine market and is now venturing into robotaxis, much like Google's Waymo.
To make this expansion possible, Baidu is partnering with ridesharing platforms Uber Technologies Inc. (NYSE: UBER) and Lyft Inc. (NASDAQ: LYFT), creating an attractive opportunity for investors today.
2 Ways to Play This Theme
Many investors hesitate to allocate capital to overseas stocks—especially Chinese companies—amid geopolitical tensions between China and the U.S. However, the willingness of American firms to partner with Baidu is an encouraging sign.
This leads to the first way to play the robotaxi theme: investing directly in Baidu stock. Trading at just 78% of its 52-week high, Baidu offers a significant discount relative to its U.S. peers, presenting potential upside.
Aware of this discount, Wall Street analysts have weighed in. Although the consensus recommendation on Baidu is Hold, with an average price target of $105.10 per share, Citigroup's Alicia Yap rates it a Buy with a $140 target.
Yap's projection implies about a 60% rally—enough to close the gap to its 52-week high—and that's before factoring in the value of Baidu's robotaxi expansion into Europe.
This is where the real upside could lie for this Chinese blue chip. But for investors wary of the China narrative, there are alternative plays via Uber and Lyft.
For a Smooth Ride: Uber Delivers
Uber's existing footprint in Europe should ease its transition into robotaxis. Consumers already know and trust the Uber brand, even if they're less familiar with Baidu's autonomous vehicles. In this sense, investors might view Uber as a less volatile route to gain exposure to autonomous ride-hailing.
The company has already secured a similar partnership stateside with electric-vehicle maker Lucid Group Inc. (NASDAQ: LCID) for the rollout of autonomous robotaxis.
Consider Uber's ongoing expansion into the U.S. and European robotaxi markets as a case study in success. Perhaps that's why Vanguard Group recently boosted its Uber holdings by 1.6%, now owning $17.7 billion in the stock—or roughly 9% of the company.
Lyft: High-Risk, High-Reward Play on Robotaxis and EU Expansion
Investors with a higher risk appetite might consider Lyft's role. It hasn't yet secured its first U.S. robotaxi collaboration, and its European operations are still nascent.
Since acquiring German rideshare platform FreeNow, Lyft is still building out its European footprint. But this doesn't preclude the company from making a splash like Uber—after all, Baidu reportedly chose both Uber and Lyft for its partnerships.
If investors bet that Lyft can execute its European expansion and secure a U.S. robotaxi deal, the upside could be substantial. That optimism helps explain why Lyft trades at a 57.8x price-to-earnings ratio—a hefty premium versus the 34.4x average for internet services stocks. Savvy investors understand that sometimes the market overpays for a compelling growth story, and Lyft is delivering one today.
This email message is a paid advertisement for Altimetry, a third-party advertiser of The Early Bird and MarketBeat.
This ad is sent on behalf of Altimetry, 110 Cambridge Street, Cambridge, MA 02141. If you would like to optout from receiving offers from Altimetry please click here.
If you need help with your newsletter, please email MarketBeat's South Dakota based support team at contact@marketbeat.com.
If you no longer wish to receive email from The Early Bird, you can unsubscribe.
© 2006-2025 MarketBeat Media, LLC. All rights protected.
345 North Reid Place, Suite 620, Sioux Falls, South Dakota 57103-7078. U.S.A..
0 Response to "Is This Stock the 'Next Nvidia'?"
Post a Comment