Ticker archive
What was said about Uber Technologies
This is the TubeRank file on UBER. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
UBERUber Technologies
$69.89as of 10h ago
The record, in brief
13 calls from 7 channels are on file for UBER. None have resolved yet, so there is no hit rate to report. None are still pending. The record leans bearish: 4 bullish and 9 bearish.
- On file
- 13
- Hit rate
- —
- Pending
- 0
- Channels
- 7
recorded calls
nothing resolved yet
none waiting
4 bullish · 9 bearish
No chart in this file yet
Plotting needs at least two calls that each have a price target and a video date. What we do have is listed below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Randy Kirk4 callsStrongly BearishRandy 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.
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.
“do you think these two companies are long for this world. No.”
“But really, when the time comes, I don't know if anyone's going to buy them for any amount of money.”
“I'm absolutely certain that they're not going to be able to survive this. But by the way, it doesn't happen overnight. It's going to take f…”
“I don't think if they haven't reach I think if they haven't reached the top of their trajectory they've got very short amount of altitude t…”
Asymmetric Investing by Travis Hoium3 callsStrongly BullishTravis 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.
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.
“That's a bullish sign if I've seen one from an insider.”
“I wouldn't be surprised if by the end of the decade, Uber is going to have more autonomous vehicles in the fleet fully operating than Whimo…”
“I think that's where Uber is going to be over the next 5 to 10 years.”
Curious Pejjy2 callsStrongly BearishThe 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.
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 callBearishDave 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.
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 callBearishThe 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.
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 callBearishThe 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.
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 callBullishStock 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.
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.