1. UBER's strong platform and AV partnerships position it well in the robotaxi market despite investor concerns; 2. The current stock price drop is seen as a buying opportunity due to UBER's underappreciated AV market value and supply demand dynamics; 3. Gross bookings deceleration is not alarming, and 24% growth remains impressive for UBER's size, with past high-growth rates skewing current comparisons; 4. Valuation remains attractive with expected high EBITDA growth and share buybacks, suggesting significant future share price appreciation.