u/Glittering_Water3645

Reddit r/ValueInvesting

· tracked since Sep 2026

Calls

Win Rate

100.0%

return

+2.4%

Calls 1 1 Posts tracked · 1.0/day

Calls

7d 1

30d 1

90d 1

Best Calls

UBER Long +2.4%

Worst Calls

No live losers yet

Most Mentioned

UBER ×1

Recent Calls

UBER Long 1 day ago

Win Rate 100% Long 1 Short 0

Win Rate

7d —

30d —

90d —

Average Return +2.4% Long Return +2.4% Short Return -

Average Return

7d —

30d —

90d —

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Ticker

Side

Mentions

First Call

Call Price

P&L

Thesis

Theme

Source

UBER Uber Tec... Uber Technologies Inc.

Long

Sep 10

$71.08

+2.4%

Uber wins as AV aggregator app

The author argues Waymo needs the Uber network because the AV market will be fragmented with several options, and people will use one app to fetch all possible ride-hailing options. Riders want to arrive as fast as possible regardless of whether the driver is human, Tesla, Waymo, Zoox, or Rivian. This aggregation dynamic is the author's causal mechanism for Uber retaining value in an AV future.

Retail & Mobility

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u/Glittering_Water3645 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: UBER.