Author sees Uber as underappreciated due to robotaxi disconnect versus Tesla, with Waymo partnership, 20%+ revenue growth, cash generation and shrinking share count supporting a bullish view.
UBER — LONG The author argues investors are giving Tesla a massive valuation bump for robotaxis but giving Uber nothing despite its Waymo partnership, which he views as ahead on autonomous driving, creating a valuation disconnect. He does not see robotaxis as an existential threat and points out Uber is still growing revenue at 20% or greater, generating cash, and shrinking share count. The implied trade is long Uber on underappreciated robotaxi optionality and current fundamentals.
Investors are willing to give a massive valuation bump to TSLA for robotaxis but nothing for UBER. Seems like a disconnect to me.
This Reddit post, published January 15, 2026, features u/Ok_Communication6416 discussing UBER. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Ok_Communication6416 · Tickers: UBER