UBE

UBER

10 tracked calls · 8 long · 2 short · last 90d: 5L/1S

first called by All-In Podcast 7mo ago

IN TRACKED PORTFOLIOS

Ro KhannaBUY Nancy PelosiBUY David TepperBUY Bill AckmanHOLD

UBEUBERLONG1w ago

“Uber just bought delivery hero today... they're getting diluted 10%. It's going to jump their revenue 24% or something crazy like that.”

All-In Podcast

Uber is devouring Delivery Hero to instantly boost revenue by 24% while only diluting shareholders by a mere 10%.

UBEUBERLONG@ $71.38

$71.41+0.04%

since call Jul 18

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UBEUBERLONG1mo ago

“200 $UBER March 19, 2027 call option contracts with a $50 strike price”

Serenity

Pelosi family bought 200 UBER March 2027 calls at a $50 strike ($500K–$1M), betting shares stay well above $50 through 2027.

UBEUBERLONG@ $71.00

$71.41+0.58%

since call Jun 24

peak +6.1%

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UBEUBERLONG1mo ago

“200 $UBER March 19, 2027 call option contracts with a $50 strike price”

Serenity

Pelosi's $500K–$1M UBER March 2027 calls at $50 strike signal bullish conviction on Uber through early 2027

UBEUBERLONG@ $70.77

$71.41+0.91%

since call Jun 24

peak +6.5%

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UBEUBERSHORT1mo ago

“it proves the thesis that people are down to download a new app”

ThreadGuy

Uber's AV distribution moat is cope; Empower proves riders switch apps for price

UBEUBERSHORT@ $74.47

$71.41+4.11%

since call Jun 16

peak +10.0%

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UBEUBERLONGPOSITION1mo ago

“We think it's another trillion-dollar marketplace. It will change how society operates.”

Invest Like the Best

Uber turns AV demand aggregation into another trillion-dollar marketplace as ride costs fall and demand explodes

UBEUBERLONG@ $71.81

$71.41-0.56%

since call Jun 3

peak +4.0%

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UBEUBERLONG2mo ago

“the one I keep seeing everywhere is Uber. Uber, Uber, Uber, Uber. I see everybody talking about Uber... Everyone's filing Uber.”

ThreadGuy

Everyone is filing Uber: Calacanis floats it as an M&A target at $250B, a big premium to ~$150B

UBEUBERLONG@ $74.53

$71.41-4.18%

since call May 18

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UBEUBERSHORT3mo ago

“the stock has been trading down as Waymo and Tesla expanded services. It sold off, Uber sold off. And when Waymo raised $16 billion, Uber sold off again...…”

TBPN

AV expansion erodes Uber's take-rate model and forces defensive capex, pressuring the stock lower.

UBEUBERSHORT@ $79.54

$71.41+10.23%

since call Apr 15

peak +15.3%

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UBEUBERLONG4mo ago

“if you'd looked during the depths of 2022 when it was burning so much cash, you could have made a smart investment.”

Not Boring

Uber's losses mirrored Amazon's strategic burn, mispriced in 2022 cash-burn depths, now a $150B winner

UBEUBERLONG@ $71.22

$71.41+0.27%

since call Apr 2

peak +3.9%

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UBEUBERLONG4mo ago

“with Uber that you're going to have a number of cars on the road for many different manufacturers.”

All-In Podcast

Nvidia's open AV stack feeds an Uber fleet across many manufacturers, an asset-light AV aggregator

UBEUBERLONG@ $74.69

$71.41-4.39%

since call Mar 19

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UBEUBERLONG7mo ago

“Uber and Waymo, Elon with Tesla, they are actually making plans right now to deal with this displacement of drivers. And they're coming up with new products…”

All-In Podcast

Buying a data-labeling firm to repurpose drivers shows Uber adapting to AV transition

UBEUBERLONG@ $79.20

$71.41-9.83%

since call Dec 19

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