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Jonah Lupton, investor and market commentator at Social Media / FinTwit, has tasked interns with creating a detailed discounted cash flow (DCF) spreadsheet for the robotaxi businesses of Tesla, Uber and Waymo. The modeling will consider various scenarios including base, bear and bull cases, analyzing different assumptions such as rides per day, price per ride and fleet size.
Lupton has previously addressed investor concerns over IREN's recent stock performance and management in recent commentary. He also highlighted Samsung's strong revenue and earnings growth despite a drop in share price and low valuation in a separate note. These insights reflect his ongoing focus on concrete company fundamentals and financial modeling.