UBER
Uber Technologies$69.89live · 9h agoTotal predictions
13
Hit rate
N/A
0 hits, 0 misses, 0 partial
Pending
0
Bull / Bear
4 / 9
direction split
YouTubers covered
7
Not enough data to plot yet.
Predictions (13)
Randy Kirk4 callsStrongly Bearish
Randy and Brian argue Uber lacks any durable competitive assets—drivers, riders, the app, and brand are all weak, disloyal, or replicable—leaving it exposed as autonomous rivals scale up. They conclude Uber's ride-hailing and delivery businesses will be undercut on price and reliability by cheaper robotaxi and robo-delivery services, casting doubt on the company's long-term survival or buyout value.
Earlier theses (2)
One host (Larry) is described as an 'Uber doomer,' expressing strong conviction that Uber will not survive competition from autonomous delivery and ride-hailing, comparing it to Blockbuster. He believes the decline will play out over roughly five years, driven by robots and robotaxis displacing delivery and ride-hail drivers.
Larry argues Uber is an overpriced, declining-quality product that has been propped up by surge pricing profits concentrated in a few peak hours, a model he believes autonomous fleets like Tesla's will undercut. He disagrees with Bill Ackman's bullish stake increase in Uber, predicting a steep decline once Uber's advantage erodes.
Asymmetric Investing by Travis Hoium3 callsStrongly Bullish
Travis Hoium highlights a large open-market insider purchase by Uber's COO as a strong bullish signal, paired with what he views as an attractive valuation (16x trailing P/E, ~12x forward price-to-free-cash-flow) despite market fears of autonomous vehicle disruption from Waymo and Tesla. He argues Uber's multi-supplier aggregator strategy for autonomous vehicles mitigates disruption risk and that insiders 'putting their money behind' the story is a vote of confidence.
Earlier thesis (1)
Travis argues Uber's apparent revenue slowdown is an accounting artifact from a UK revenue-recognition change, not business weakness, while bookings, margins, and free cash flow are all improving. He believes Uber's aggregator strategy in autonomous vehicles positions it to become a much bigger and more valuable company over the next 5-10 years, with the market eventually re-rating the stock's multiple higher.
Curious Pejjy2 callsStrongly Bearish
The speaker believes Uber and other ride-share/robotaxi competitors are 'completely cooked' due to Tesla's superior cost structure and manufacturing scale, predicting Uber will shrink over time as Tesla's Cybercab platform takes over. He compares Uber's eventual decline to the fate of the flip phone once smartphones took over.
Earlier thesis (1)
Tesla's unsupervised robotaxi deployment poses an existential threat to Uber's business model. The speaker believes Uber is 'cooked' due to Tesla's technological advantage and rapid expansion capabilities.
Dave Lee1 callBearish
Dave Lee believes Uber's driver-aggregation network loses its core value proposition once robotaxis become abundant, since the scarcity of human drivers that made Uber valuable disappears. He does not expect Uber to go bankrupt quickly, but sees it shrinking in relevance for standard point-to-point rides while potentially surviving in human-centric niches like food/package delivery or accessibility-focused rides.
Solving The Money Problem1 callBearish
The speaker argues Uber cannot sustainably compete with Tesla's Cybercab because Tesla's cost per mile is structurally lower while still remaining profitable. He believes Uber will 'limp along' but ultimately lose ground as Tesla scales.
Dumb Money Live1 callBearish
The speaker believes Uber's current ride-hailing economics will be severely undermined if Tesla succeeds with robotaxi, since Tesla's cost structure could be dramatically superior. He frames shorting Uber as an interesting trade but acknowledges the timeline is highly uncertain and a straight short is risky given Uber's other business lines.
Stock Moe1 callBullish
Stock Moe notes Uber's low PE ratio makes it attractive as a value play and references Pelosi's deep-in-the-money call purchases. He expresses agreement with the bullish setup but does not commit to his own specific price target.