Reddit Posts
Probability of profit from below calls? Expiring on 26 Jan
I understand UBER has really done well in terms of profitability and growth. On paper it looks phenomenal...but is it too discretionary?
$Uber has gone from being a transportation charity to a lean mean cash machine.
Swing trading UBER puts and PLTR calls today because I’m actually insane. Hope to close most or all by end of day today.
Hertz is a Thrifty buy for traders on a Budget
Uber, Jabil, Builders FirstSource to Join S&P 500
UBER Im not buying thisBreakout down she goes. 🤞full disclosure, I’m an idiot. this is like 70% of my account to try and get my wife to stay
Uber Reports Gross Bookings and Revenue Growth, Choppy Trade Following News
I'm bully on $UBER and $LYFT but mostly UBER. Why? ....(Edited Repost with Positions-Per Moderator Request)
I'm bully on $UBER and $LYFT but mostly UBER. Why? ....
DKNG v. UBER - keep one, keep both, sell both, keep both of these post-emergent special purpose acquisition companies?
Long puts on good delivery services?
No surprise that UBER is down 5.5% just today. (Perspective of a SoCal driver)
eVTOL stonks are ready for takeoff.
What to do for Pfizer's Earnings tomorrow morning
Why I'm not playing LOGI Earnings Tonight
Wen BBBY Tendies - Imputations from First Day Declaration
2023-04-11 Wrinkle Brain Plays - In the style of Abraham Lincoln
2023-03-13 Wrinkle-brain Plays (Mathematically derived options plays)
Daily U.S. Stock Market News Flash (Thursday, March 9)
Nancy Pelosi Crashes $UBER as her husband puts on the famous companies stock
$UBER announced today a partnership with Tata Motors to bring 25,000 new EVs onto Uber’s platform in India
2023-02-03 Wrinkle-brain Plays (Mathematically derived options plays)
Ridesharing stocks in focus, nice article including $WRTP $UBER $DASH
Ridesharing stocks in focus, nice article including $WRTP $UBER $DASH
Where Can I Find a List of Comparable Stocks?
How to make $5k from $500 after 2 account blow ups?
2022-11-16 Wrinkle-brain Plays (Mathematically derived options plays)
Gamble stocks for .5% position(s). DASH, UBER, CRWD?
It is Time to Buy Uber after its Impressive Quarter
2022-11-02 Wrinkle-brain Plays (Mathematically derived options plays)
UBER up 9% after generating its second consecutive quarter of free cash flow
Are you buying lows or locking in 2022 losses?
Buy ITM UBER PUTS tomorrow ahead of earnings report and FOMC meeting?
2022-10-25 Better Tasting Crayons (Mathematically derived options plays)
Biden Proposal Could Lead to Employee Status for Gig Workers, UBER/LYFT crushed -13%
Arrival, EV startup, was listed at 13Bn$. The current valuation is down to 0.4Bn$
Person who claimed to hack UBER is now claiming to be behind the early Grand Theft Auto 6 footage reportedly leaked after major TTWO hack
$NURO just partnered with UBER!
UBER SHORT SQUEEZE real? Time to buy?
UBER revenue double in last three months. Look at DIDIY and LYFT. LYFT result is tomorrow and this stock is going to fly. DIDIY all China crap is behind and now this stock is on upward journey to $18 (IPO) day price.
Uber stock soars despite $2.6B loss, beats revenue expectations
Uber stock soars despite $2.6B loss, beats revenue expectations
UBER revenue double in last three months. DIDIy seems like something going on. It spiked 100%
Uber revenue grew 105% to 8.07 Billion for three months. Earning $364 million -strongest ever. Great projection. This will help Lyft ( report this Thursday ) and DIDIY
Uber turns cash flow positive for the first time, shares surge
UBER, LYFT ( So will be DIDY) SHARE RALLY MORE THAN 10% PREMARKET. REVENUE MORE THAN DOUBLE IN THREE MONTHS. THESE RIDE HAILING ARE MAKING GREAT REVENUE.
Mentions
PLTR - calls AMD - puts UBER - puts GOOG - variable
UBER pls don't let me wake up to GUH wednesday morning
Just got the remind me bot notification UBER 110 EOM came up just a little bit short DiamondHandzXD 🤏🏻
my UBER and JPM calls printing if only I wasn't retarded and didn't sell my calls on oil stonks well overall good day for me LMAO
"I love LYFT" "I love UBER" "I love Tesla Cybercab or sometimes Robotaxi and occasionally Cyber Car and rarely Robo Drive and in California only Cyber Pilot" worst person at branding in all of history deadass
I dont even want profits on UBER, just get me to breakeven
UBER is a dead man walking, autonomous vehicles will murder them
UBER has been straight ass not gonna lie
UBER closed down operations in the south east due to the storm. Puts loaded
caught the UBER dip, options chain kinda fuk'd but I still got paid, love this stonk
I know its hard for you amebic brain to understand, but it was a play on words, simultaneously agreeing with the original statement that "He's not a serious person" \- Its actually a joke on two levels. Now, get back to your underwater puts kid, if you crank hard enough you might just make enough for the UBER to Wendy's
I would second this advice. When I started out, i put most of my shares into many of the Vanguard ETF's, like VTI, VIOG, MGK, VV, smaller amounts into VXUS. Have seen 30%+ returns on a lot of the Vanguard ETF's in the last 5 years. 15% on the low end. As I got a little bit more experience and started reading this sub, put a lil bit into stuff like NVDA, RKLB, UBER, INTC, etc. Another one that has served me well is OMF (about 30% returns there).
$UBER expanding to operate in Israel, bullish maybe?
| Company | Mkt Cap | ROE | ROA | EV/FCF | CapEx % | |:--|:--|:--|:--|:--|:--| | META | $1,646B | 30.9% | 19.3% | 37.6x | 33.1% | | NFLX | $379B | 41.9% | 19.0% | 42.8x | 1.4% | | AMZN | $2,644B | 23.6% | 10.5% | 256.9x | 17.4% | | TSM | $43,558B | 34.5% | 21.6% | 48.1x | 36.3% | | UBER | $178B | 70.6% | 26.3% | 21.0x | 0.6% | UBER at 21.0x EV/FCF with 70.6% ROE is the value pick, recent profitability inflection not fully priced. AMZN at 256.9x EV/FCF is egregiously expensive (heavy AWS reinvestment dilutes FCF). META/NFLX/TSM cluster at 38-48x FCF with 31-42% ROE, fair value for quality growers. TSM's 36.3% CapEx (fab expansion) vs UBER's 0.6% shows capital allocation extremes. For DCF, use UBER/META (visible FCF), avoid AMZN (FCF suppressed by growth CapEx).
I have UBER MSFT ORLY in my portfolio. I'm fucked tomorrow.
Oklo is a baby TSLA/UBER/SpaceX in terms of potential scale and being an industry disruptor. The market values companies based off of future projected revenue.
UBER fundamentals: | Stock | Market Cap | ROE | EV/EBITDA | Net Margin | |:--|:--|:--|:--|:--| | **UBER** | **$177.5B** | **70.6%** | **11.6x** | **33.5%** | **The numbers are surprisingly strong:** - **70.6% ROE** - Exceptional (reflects asset-light model + turning profitable) - **11.6x EV/EBITDA** - Reasonable for 20%+ revenue growth - **33.5% net margin** - Way higher than expected for ride-sharing **Your autonomous driving thesis:** 1. **Bull case**: UBER becomes the platform layer. Waymo provides cars, UBER provides demand. Labor cost elimination = margin expansion. 2. **Bear case**: Waymo/Tesla build their own networks and cut out UBER. **UBER vs TSLA valuation disconnect:** - TSLA trades at massive premium for robotaxi potential - UBER has 150M monthly active users, already operational - If robotaxis are the future, UBER's network is valuable **Risks:** - Regulatory (driver classification) - Competition (Lyft, Waymo, Tesla) - Profitability sustainability (subsidies → pricing power?) At 11.6x EV/EBITDA with 70% ROE and 20%+ growth, UBER is reasonably valued. The robotaxi optionality is free upside if the Waymo partnership works.
How is $UBER solving the traveling salesman problem? In my limited view they simply spam drivers in an ever increasing area around the pick-up point until they find a match. Maybe they do some prediction on future eligible drivers past some time horizon. More max flux than traveling salesman. Pricing is still a mystery to me, can anyone explain their pricing Algo?
Exactly. $150K for a Waymo car and people think they will be able to purchase enough of them to cover the entire nation? I think if anything, people will be able to use UBER to have their AV work while they sleep or are at work.
I've never heard of Digg. Unclear what your AI comment was about. They said the same thing about TSLA and competition coming, ABNB, UBER, MSFT, AAPL, all had "competition coming" and still persevered. Competition is good for markets, it forces said market and companies in them to continuously improve or die. If Digg is a competitor for RDDT and it does take off losing RDDT market share then it would need to reflect in their annual and quarterly statements for the stock to crumble. Until then it still has a buy rating from me.
My portfolio is MSFT UBER ORLY. I am bad at this game
I'm blind faith buying some just a couple thousand buck. back in the day my co worker was like "Buy facebook man" I was like nah that's garbage.... bought UBER IPO made 3x. I'm going to buy space x, b/c if it goes down i don't think I lose all my money, and if it goes big, I don't wanna kick myself in the ass for missing out.
UBER was a recent analysis at r/StockMonitoring, especially the valuation side.
Yes it is, UBER is global, they have overcome legislation as different as every country, municipality, city... where it drives... UBER can find a brand with AV that can do synergy with, but AVs cant find a lot of UBERs
Bought some UBER just because you guys were shitting on it
Why is UBER pumping? I'm not complaining though
NFLX, UBER, META (at 600$), Fiserv
It will be fascinating - part of the beauty of ride shares if you don't have the Capex and upfront investment, but with AV, and I don't know that this analogy makes any sense, is it would be like crypto mining and quickly coalesce around orgs that can centrally manage an optimize as opposed to the cottage industry it is right now, and they would leverage their size to get better rates or just cut out Uber completely. Buying 20 teslas and having a small crew maintain them for 24/7 usage seems much more efficient than owning one and letting it run around on off hours. But 90% of my predictions are wrong so go long $UBER.
How could the completion be flat on their faces if they just started? I mean Tesla sure. But Waymo was the first mover. AVride is testing and getting through regulations now and hasn’t had any hiccups (expected to fully launch soon). Same goes for WEride. Same for Nuro/lucid which is expected to fully launch this year and on schedule. This is why scale and network matter. UBER is on pace to have the most available driverless AV’s. Combine that with a network that does 200m + rides a week to Waymo who does a few hundred thousand and the picture is quite clear. On top of that UBER is profitable and Waymo still has to figure that part out.
That’s easy. The answer is customers. Waymo isn’t profitable as is and competition is increasing. They need access to the biggest ride hailing app to make money. Otherwise they’re going to have to take the long route and scale their own app. Which would take a lot longer than just partnering with uber. Answer me this: Why does UBER need Waymo past testing? They get all the data and are projected to pass Waymo in 2027 with available AVs. (You don’t have to answer. It’s just food for thought).
I agree the story is somewhat the same. However, the big differences are in valuation, profitability, and growth. The Google play was perfectly setup for huge stock growth. UBER is fairly valued for its profitability in my opinion and I’m a shareholder. I think there is fantastic upside, but comparing it to the Google play is going to set you up for disappointment.
Jensen said he loves SERV. What not to love it’s gonna eventually replace DASH and UBER eats with its robots…. Thousands have already been deployed and delivering food
Saying it's the same as google is pretty regarded ngl. Google had the money, power and means to make an advanced chat bot (which eventually they did), plus the fear of the search engine death was way overblown as people continued to use it. UBER has nothing close to AV although they try developing one mainly because it's way harder to develop one not just technically but also regulatory, saying they can penetrate the AV market because they have a big user base is not true as waymo can easily market their own app and eliminate Uber pretty easily
"$UBER is currently pretty beaten down " It's up about 30% in the last year and - for a growth stock that is very sensitive to the economy (any sort of downturn for people and buying taxi rides for their burrito is one of the first things that could go) - 14% off the high of last Fall isn't really that noteworthy imo.
In my honest opinion, UBER doesn't have the moat, capability, reach and resources that Alphabet has. Nevertheless, UBER is at great value in my opinion. May be I'm wrong
$UBER is a great long time hold. UBER is ridiculously cheap at this price.
How come no one is talking about $NFLX or $UBER
Yeah, Poor Man's Covered Put, the long is ITM and the short is OTM. But same basic idea, a little less capital required if you are buying OTM. I've been running PMCP in UBER stock with good results as it is trending down due to autonomous vehicles threatening market share.
NFLX / SPOT due to the rerevolution of piracy. UBER / LYFT due to self driving normalization.
This is why I looked into UBER and LYFT
I wonder how much UBER will pump on monday off the credit card interest rate cap proposal
Obviously it’ll improve but the autonomous cars (at least in Austin) can’t use highways so the routing can sometimes be +10-15 mins slower than driving. That being said you can get a Waymo pretty much instantly (1-2 mins slower than wait). I think far down the road there will be a strong incentive to remove human drivers both from a safety and infrastructure standpoint. Ideally if all cars are autonomous you could get rid of some traffic infrastructure and have the autonomous cars optimize not crashing into each other just through data link. You still have pedestrians so you can’t straight up get rid of traffic lights but it could become a lot more agile. I think the common argument against Uber/Lyft is Waymo/Tesla/Zoox using their own funnels and bypassing the ride share apps. Right now, very few people use Tesla in Austin because it’s siloed within its own user experience. Waymo is definitely benefitting being on Uber because that’s what people are used too. Maybe that changes but user behavior can be sticky. I think right now (next 1-3 years) you won’t see Uber/Lyft benefit tons from economies of scale but longer term I think it’s a solid play especially if you add STOVOL aircraft transportation. I liken UBER to the Apple App Store. It’s in a position to be the transportation host of the future but a) I have no idea what I’m talking about, b) it’s a play for 3 ish years from now (curious what transport at 2028 LA Olympics will look like), and c) Uber may not be that sticky for user behavior and Google/Amazon (Amazon is huge on keeping everything in-house) already have massive user funnels.
My local Wendy's shut down their lobby and put a big sign in the drive thru "DOOR DASH/UBER EATS ONLY". They were literally only taking orders from these two food delivery services. A lot of people in my area just swore them off entirely after that.
MSFT UBER, i need you to pump, i'm no longer asking
damn UBER got dicked down at open
UBER, NFLX, RBRK, MELI. ALAB if it dips below $150.
$UBER breaking out of downward channel. Got some momentum to it
Here's how the fundamentals compare: **Price Performance:** | Stock | Price | 52w Low | 52w High | Above Low | |:--|:--|:--|:--|:--| | NVDA | $177.72 | $47.57 | $207.04 | +274% | | TSLA | $489.88 | $142.05 | $489.88 | +245% (AT HIGH) | | UBER | $80.92 | $57.58 | $100.10 | +41% | **Quarterly Financials (Q3 2025):** | Stock | Revenue | Net Margin | EPS | |:--|:--|:--|:--| | NVDA | $57.01B | **56.0%** | $1.31 | | UBER | $13.47B | **49.2%** | $3.18 | | TSLA | $28.10B | **4.9%** | $0.43 | **The interesting part:** UBER's Q3 margin (49.2%) is almost NVDA-level, while TSLA is at 4.9%. **Why UBER hasn't run as much:** - Only +41% above 52w low vs NVDA +274% and TSLA +245% - Market is pricing TSLA as an AI play, UBER as "just rideshare" - But UBER's $6.63B Q3 net income (one-time gain?) vs TSLA's $1.37B Your thesis on UBER being underappreciated has data support, it has NVDA-tier margins but TSLA-level market attention. The risk: Q3 had unusual net income spike that may not repeat.
Tesla down UBER up. geaest thing ever
$UBER robotaxi. That is all
NVDA wants the entire auto industry to adopt its self-driving open source platform, Alpamayo; it will become the equivalent of CUDA and companies will be locked in forever. All they need is to announce a partnership with UBER and Toyota or Huyndai and TSLA will drop below $200 instantly. It's a long shot, but their entry into autonomous driving cannot be good news for the rudderless robotaxis.
Dang UBER was such a good buy for me yesterday up so much today now!!!
I'm expecting the following to perform really well the next few years - META, NFLX (maybe probably a longer hold), UBER. I doubt any of these are top picks, but I do expect them to provide good returns
yea $UBER is a very promising play, the market is severely misplacing $UBER for it's potential. FSD companies need platforms to serve customers, you have to be me extremely dumb as an exec to not leverage $UBER's \~200M user base. What was thought of as a risk for $UBER is actually a benefit, I think it's at an inflection point, the path to survive for $UBER is also the direct path for long term growth. Locked and loaded with $50K in calls in my IRA (although they're 30% up since I bought but still holding)
UBER will at least 2x in this year
Yo UBER pls pump up homie, Ehitlers AVs suck massive dick pal. People saying AVs gonna replace UBER are the same people who said don’t buy alphabet because of ChatGPT
#Your Cuh added UBER to the portfolio today.
UBER pumping off NVDA partnership on Lucid robotaxi?
So who is the partner? UBER?
Am I the only one thinking UBER is cheap as fuck considering last earnings? Feel like getting some shares just in case.
I like BABA UBER and ADBE. Most stocks ran up so much in 2025 but my opinion is that these 3 have more room to grow the next few years
META, ADBE, UBER, AMD (bc of growth it’s cheap) are all wonderful buys right now
Easy. AMZN NFLX UBER AVGO EOSE all other answers are wrong.
Over the past couple of weeks I’ve been assigned several stocks as the market has been dropping, which has caused some margin pressure. For example, I sold 2 lots of TSLA at 480 and ended up getting assigned, and now it’s trading around 440. The same thing happened with UBER and PLTR.
I don´t hold any stock forever. I rotate from overvalued stocks to undervalued stocks. Given current valuation, cash flow estimates and EPS growth I like the following for the moment; NU, MELI, AMZN, META, UBER, PYPL, ADBE, BN, PINS, betsson, AMD, NVDA and more
Another big name accumulating UBER recently, guess we find out who in a couple months
If I were building this for the **long run**, I’d start with **fundamentals first** \- specifically **high and stable ROIC and strong free cash flow** (that’s what I screen for using **FindGreatStocks(dot)com**). Based on that, my first **high-confidence adds** would be: * **META** * **NFLX** * **V** * **ADBE** These already show durable ROIC and FCF that support long-term compounding. Next, I’d add companies where **ROIC isn’t as high yet but is clearly expanding** and the business quality is improving: * **UBER** * **PYPL** * **ORCL** * **AMZN** * **AVGO** As a **#10**, I’d allow **one speculative bet**: * **NBIS** \- not enough fundamentals yet, but a bet on the **team**. These are the same people who built Yandex in Russia and successfully competed with Google, Uber, Spotify, and others. Core = quality + cash flow. Speculation = small, intentional, and last.
I like this contest. I suggest considering GEV and NFLX in lieu of APH and UBER? or maybe NVDA instead of NFLX. I believe NVDA still has plenty of room to run.
Q: How you end the said LEAPS of UBER or UNH like Jan2027 ?
36% YTD RKLB, AMD, NVDIA, GOOGL,APPLE,UBER,CRM, DBX. Kept buying for couple of years, small amounts, long positions. Recently opened 2 small positions in CRWV. Only one stinker WBD brought 2 years ago which i sold last month on the Paramount bid news when the prices pushes past 30. Got rid of it on 15% loss.
UBER MSFT showing strength on a down day
So badly want to buy ITM AMZN and UBER leaps but under the current administration I have a feeling some sort of April 2025 black swan event may happen again.
Right now I'm running poor man's covered PUT in UBER. Working like a charm.
UBER showing some strength today
buy NVDA, AVGO, NBIS, META, NFLX, UBER, RDDT Short shitcoins 💰💰💰💰
#UBER and DASH gang checking in
I sold SMR this year, 6 times the value I bought it. My autonomous driving portfolio keeps growing (OUST: 60%, UBER 32%, AEVA: 176% - In summer, AEVA was a 10 bagger). My ARGT ETF grew by 9%. I'm pretty happy.
UBER, definitely not a fancy pick, but undervalued.
SLV = once the bartender and he UBER driver is talking about it = the top is in or close to it
60% of my portfolio is in UBER, and I’m sleeping like a baby.
RKLB is not ASTS. It's like you're comparing UBER with FORD.
Oil dead, dollar dead, inflation dead, GDP mooning, big budget deficits to stimulate economy 2026 will be fantastic year for stocks NVDA, AVGO, AMZN, RDDT, META, NFLX, UBER some NBIS, ALAB and ZETA are my 2026 bets
$PSH - given how many posts here are Bill Ackman holdings (GOOG, AMZN, UBER, BN, FNMA)
Merry Christmas to all my Reddit friends and don’t forget to UBER , AMD,JOBY 🚀🚀
If you’re looking for a beaten down stock with upside- check UBER. It’s trading at a P/E of 10 rn
I’m bullish UBER, especially down here around $78. Some of the analysis is a bit rosy. Not sure they’ll get away with having the AV maker own the whole insurance liability. I also don’t accept the premise that AV will be accident and incident free. I am however a bit shocked at how much the insurance is. Feels like that could be better optimized. Like, Uber could self insure by creating a Uber insurance division and keep whatever profits their current carriers are making. I think it’s also too rosy to assume AV won’t cost more during peak. Supply and demand will remain the law of the jungle. And just because you’re not necessarily having to bribe more drivers, you’re going to be competing for the use of finite AV resources. Someone will value it more at certain times. It may even be that peak will be the opportunity for human drivers to fill in gaps. On the other hand, I don’t think the AV domination will come anywhere near as quickly. Life and business just doesn’t move that fast. AV makers will lean on UBER during scaling, and I think that phase will be a lot more years than 2026-2031 implies. Margins may be pressured along the way, but I think UBER isn’t going to fade that quickly. For a sense of how things will be five years from now, look to how much has changed since 2021. Not that much. More evolution than revolution.
Won't explain the thesis on any of these, but here's my list... UBER CRCL EVGO KRMN ABNB