Bitcoin on Corporate Balance Sheets, Pershing Square’s $UBER Bet, $LCID CEO Exit, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Corporate Bitcoin Strategies: Who’s Holding BTC and Why?
- Pershing Square: $UBER Investment Case
- Trending Tickers: $HIMS FDA Pressure, $LCID CEO Change, and $AMZN Quantum Chip
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Corporate Bitcoin Strategies: Who’s Holding BTC and Why?
An increasing number of U.S.-listed companies are adding Bitcoin to their balance sheets, viewing it as a hedge against inflation, a strategic reserve asset, or an extension of their business model. From MicroStrategy ($MSTR)’s aggressive accumulation to Tesla ($TSLA)’s more cautious approach, firms across industries are adopting different strategies for holding BTC. Bitcoin mining companies like MARA Holdings ($MARA) and Riot Platforms ($RIOT) naturally integrate holdings into their operations, while crypto-native firms like Coinbase ($COIN) and Block ($SQ) see it as aligning with their mission. Others, like Semler Scientific ($SMLR), have recently embraced Bitcoin as a treasury asset. This article explores the top public companies holding Bitcoin, their motivations, and the evolving role of BTC in corporate finance. Read the full article here.
Pershing Square: $UBER Investment Case
Pershing Square Holdings introduces a new investment in Uber Technologies ($UBER) in their 2025 Annual Investor Presentation, highlighting the company’s strong position as the leading global rideshare and delivery marketplace with 170 million monthly customers. The investment thesis focuses on Uber’s powerful network effects, operational improvements under CEO Dara Khosrowshahi, and projected +30% annual EPS growth driven by revenue expansion and margin improvement. Despite concerns about autonomous vehicles, Pershing Square believes this risk is limited and estimates Uber’s share price could more than double over the next 3-4 years. Read the full article here.
Trending Tickers: $HIMS FDA Pressure, $LCID CEO Change, and $AMZN Quantum Chip
This week, several stocks gained attention due to significant developments. Here’s a breakdown:
- Hims & Hers Health ($HIMS): The FDA announced that the Semaglutide shortage has been resolved, which could impact Hims & Hers’ compounded weight-loss medication offerings. With regulatory restrictions likely, the company may need to adjust its business strategy in the weight management segment.
- Lucid Motors ($LCID): Lucid announced a leadership transition, with CEO Peter Rawlinson stepping down and Marc Winterhoff taking over as interim CEO. The shift comes as the company works to scale production and improve operational efficiency amid ongoing financial challenges.
- Amazon ($AMZN): AWS introduced “Ocelot,” a quantum computing chip designed to improve error correction and scalability. The move reflects Amazon’s increasing investment in quantum computing as competition in the sector intensifies among major tech firms.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
