Uber has 50M+ subscription subscribers, global marketplace reach, and extensive data advantages; it trades at a discount due to Waymo/Tesla fears. If fear subsides or Uber’s moat proves durable, multiple expansion and continued growth could drive shares toward $100+. Bet on Uber as a mispriced growth/tech hybrid with a defensible network effect. Waymo/Tesla autonomous competition accelerates; subscription growth stalls; customer support issues (per comment) could churn users; stock may remain flat for extended period (per top comment).
Uber has 50M+ subscription subscribers, global marketplace reach, and extensive data advantages; it trades at a discount due to Waymo/Tesla fears. If fear subsides or Uber’s moat proves durable, multiple expansion and continued growth could drive shares toward $100+. Bet on Uber as a mispriced growth/tech hybrid with a defensible network effect. Waymo/Tesla autonomous competition accelerates; subscription growth stalls; customer support issues (per comment) could churn users; stock may remain flat for extended period (per top comment).