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
I only buy RDDT, UBER, and NFLX. The rest of the market is all trash with dump cash flow multiples like 40x 50x hot garbo deserve to go to 0
I really had to scroll down this far to find UBER, what a shame.
what a shitty week. i hold shares on UBER, NVO, AMZN,TEAM,HOOD my strategy buy high, sell low is clearly working
The beacon in this squall? UBER, just as we all expected
Yeah, buying at an IPO is usually just gambling. It's usually extremely volatile and you rarely find anything at a fair-ish value – they do happen occasionally like RDDT, GOOG, and UBER, but I'd say they're the minority. There's a reason why people say IPO = it's probably overpriced.
Idk why I thought UBER might be a decent play this year. Glad I did not get sucked into that value trap. I still can’t help but think it’ll do something interesting in the coming months
$UBER Q was pretty good, might consider some nibbling here
Lmao I can't believe how cheap UBER is. Did people even see its earnings?
PLTR earnings demolished. So did AMD. So did UBER, even with weak guidance, bookings, revenue, and income up YoY and QoQ. Same with MSFT, and META absolutely printed earnings. I read every one of these. There is no "AI disruption to tech stocks" in reality.
UBER 78C 02/06, probably makes some money 🤷🏾♂️
Guys I am so retarded. My portfolio is full of UBER, SPGI and NFLX and I'm down 13-18% on all of them
UBER was down 10% after missing er and it's now green
UBER miss means pumping of course.
UBER went down 10% and now up 2% in premarket, could happen with AMD too
Bought the UBER dip. Overreaction to the CFO leaving. Turns out it's because he's taking on some kind of government position.
Checks MSFT, NFLX, AMD, RDDT, NVDA, HOOD, SOFI, UBER....nobody cares about indices
UBER back from the dead bro
UBER Is So Back & the Next Unicorn🦄 is Diamond Water™️ [DIAMOND WATER™️](https://www.kickstarter.com/projects/diamondwater/diamond-watertm-next-generation-hydration)
UBER was just playing. Cheers
UBER Q4 Earnings • Revenue: $14.4B vs $14.3B est • Adj. EPS: $0.71 vs $0.79 • Gross Bookings: $54.1B vs $53.1B Q1 Guidance: • Gross Bookings: $52.7B (+19% YoY) • EBITDA: $2.42B vs $2.45B est Long-term vision: Uber aims to become the largest facilitator of AV trips worldwide by 2029. That EPS miss is interesting.
Fk UBER. Seriously. Waymo is going to put a nail in them.
Won SMCI CMG lost UBER
The difference is that UBER is the market leader and everyone uses it
> I owned both UBER EPS miss and Q1 outlook less than expected.
2030: GEMINI replaces OpenAI; WAYMO replaces UBER; YOUTUBE replaces NLFX; DRIVE replaces Azure; GEMINI+WALMART replaces Amazon; etc, etc.
-82% EPS surprise. That's one of the lower ones I've seen from an earnings in a while. UBER is ded.
UBER GUHHH FUUUUUU seriously wtf was that
Expect UBER to be down WAYMO at open.
The 8 robotaxis in Austin have killed UBER LOL
I owned both UBER and AMD, both are going down after great earnings and guidance. Wtf is going on…
rip UBER this week is literally hard inverse retail WSB basically lost on every single one except maybe PLTR
rip UBER this week is literally hard inverse retail WSB basically lost on every single one except maybe PLTR
$UBER falling tomorrow morning. Robotaxis will eat their lunch. Hope my few puts get paid.
I'm probably gonna wake up to GUH on UBER aren't I
I hold both UBER and NVO shares. been a bumpy ride so far.Don’t feel so good on these 🤡🤡
UBER miss because it’s no longer 2016 and we don’t Uber everywhere with pre-rolls in our VIP skrr skrr anymore.
Please render your verdict on: UBER IREN If it pleases the court
Days like today I like to look away from the dumpster fires and see what else is quietly on sale. BROS at $50 is a bargain. Consumer is allegedly OK. Institutional owners of SBUX are pumping the sector so desperately with media blitz that consumers might be Fed beverage ads but remind themselves they love alternatives like Dutch Bros. Stock hit $85 the last time we had actual data from them. UBER mid $70’s here may also be a gift. NETFLIX has won television, period. We see Disney flounder while NFLX core business is humming on 12 cylinders. Only overhang is the WBD deal, but it seems like every analyst has come around to see what some of us were saying here on day zero, that whether or not the deal closes is positive for NFLX. They continue to get huge viewership on laughably small costs for “sports and entertainment events”. Like skyscraper climbs, bar fights, single golf matches, etc. These are a steal compared to inking mega-billion dollar league sponsorships. Let Apple pay hundreds of billions for F1 while Netflix pays millions for Drive To Succeed. Averaging down on CNSWF.
Buying UBER ahead of earnings
Been holding UBER since last earnings, please go up.
!banbet $UBER will reach $90 per share by end of week
MRK puts, PFE straddle, PEP puts at open thinking about UBER calls, anyone?
I am going to go 6/6 PLTR -up after ER GOOGL-up after ER AMZN -down after ER UBER- up after ER SNAP- down after ER AFFRM- down after ER
I am going to go 6/6 PLTR -up 5% after ER GOOGL-up 5% after ER AMZN -down 5% after ER UBER- up 5% after ER SNAP- down 5% after ER AFFRM- down 5% after ER
I'm definitely seeing a lot of stocks ready to fly soon. PFE, NVO, MELI, UBER, SMR, AES, FISV, CRWV, NBIS On a riskier play note, I think NIO and EVTL could be multi-baggers this year. Easily up at least 80% from current levels, imo.
But if the bet is UBER will increase post-earnings, then the loss of the puts > any premiums.
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