Jonathan Knowles/DigitalVision via Getty Images Investment Thesis I last wrote on Uber (NYSE:UBER) after the company's underwhelming 1Q24 results back in late May, arguing that "Uber's diversified revenue streams (mobility and delivery) will alternate to support outperformance during downturns in either segment." The company's 2Q24 quarterly results and outlook reported earlier this week confirmed my positive sentiment on the stock. Uber beat on top and bottom lines and reflected that green shoots from its ...