Uber looks rather negative because driver reclassification, consumer cutbacks and easy switching threaten its business. Making drivers employees could raise costs and push ride prices up around 40%. Food delivery and comfort rides are cut when budgets tighten; riders switch to Lyft or Bolt for a few euros. Tesla or Waymo could bypass Uber with their own apps, and Google can scale quickly. Despite being a great company, Uber has too many unknowns; it is preferable to stay on the sidelines. x.com 

Uber has big long-term secular problems, enough to make even CEO Dara Khosrowshahi's $10M token insider buy a moment to consider shorting, though actually shorting is not recommended. Beyond the Waymo and robotaxi threat, an AI agent that constantly checks every app for the best price would hurt Uber, consistently the highest-priced ride service. Uber would need to lower prices, and it lacks the tech stack. x.com  x.com 

Uber is cheap because it is priced as a self-driving loser, yet self-driving tech should become commoditized, making off-peak demand management the key differentiator; if private cars become autonomous and shared, Uber would likely manage that. Its own autonomous plans look viable, a Delivery Hero takeover would be very good, and Appaloosa, which did well buying Lyft, is very long. Longer term, managing fleets of shared robots for cleaning, cooking or home care could be big. x.com 

Uber cannot be owned until its robotaxi strategy and economics are clearer, including whether it stays asset-light or pivots to asset-heavy. Calling it 10 times 2027 free cash flow may be unfair if an asset-heavy pivot sends that cash into capex. Google puts global ridesharing at $150-180 billion in gross bookings a year, reaching $200 billion by decade's end, likely not big enough for Waymo, Tesla and Uber to all win while each spends tens of billions on fleets. x.com  x.com  x.com 

Uber's valuation is out of balance with its fundamental trajectory over the medium term, and the long-term thesis is less convincing than it once was. It became a cash-flow machine sooner than expected, but the past couple of years have been a grind. It is a hold now and a sell if it reaches the top of its technical channel around $100. x.com  x.com 

Uber's large, successful network and marketplace give it a moat. The stock is in stage 4, but its fundamentals still appeal. x.com 

Uber's super-app case for autonomous rides is weak because AV providers will want to own the customer directly. Each market will likely have only 2-3 AV players, so riders can go straight to the one they prefer, as with an airline, and AV firms gain little from paying Uber a commission beyond initial ramp-up. A former Waymo employee expects AVs to take 80-90% of ride-hailing within 10 years, sees aggregator partnerships like Uber's as transitional, and says only a few large players can succeed. … Show more

Uber remains a stock to avoid because robotaxis threaten its take rate. That view could change if Uber adapts, pivots and proves it wrong. x.com 

Uber looks cheap, and insiders who know the company best are buying, a point @SteurJonas69716 raises. The stock is a solid buy as long as robotaxis do not kill the business, which is doubtful. x.com  x.com 

Uber cannot compete long term on two of the three things that win consumer markets: product quality and price. Distribution alone will not carry it, though it should keep growing for the next three years because transitions take time. That qualifies @oguzerkan's view that distribution is king and will protect Uber from Tesla and Waymo. x.com