RocketMan(@RKLBMan):I'm a bit of a contrarian here, but I think there is more likelihood that $UBER succeeds as AVs become ubiquitous. Sure, Tesla and Waymo are making real progress. But Uber is global (which will take YEARS to disrupt), sitting on a boatload of cash, making real partnerships with $NVDA and many other AV companies, and has a booming delivery business that can be supplemented by drones and robotic solutions. I envision Uber as the local delivery platform for everything. You want Wendy's for lunch? Done. You need another bucket of paint from Home Depot down the road? Will be there in 2 hours. You need something from Costco? Coming right up. Aspirational - yes. But they already have a ton of retailers on Uber Eats. They're just not efficiently delivered today. I'm not large here. But i like the value play - especially in today's macro. Stock could be in for more pain UNTIL they shift the narrative.

2026.09.03 22:46

I'm a bit of a contrarian here, but I think there is more likelihood that $UBER succeeds as AVs become ubiquitous. Sure, Tesla and Waymo are making real progress. But Uber is global (which will take YEARS to disrupt), sitting on a boatload of cash, making real partnerships with $NVDA and many other AV companies, and has a booming delivery business that can be supplemented by drones and robotic solutions. I envision Uber as the local delivery platform for everything. You want Wendy's for lunch? Done. You need another bucket of paint from Home Depot down the road? Will be there in 2 hours. You need something from Costco? Coming right up. Aspirational - yes. But they already have a ton of retailers on Uber Eats. They're just not efficiently delivered today. I'm not large here. But i like the value play - especially in today's macro. Stock could be in for more pain UNTIL they shift the narrative.

Kris Patel 🇺🇸@KrisPatel99

2026.09.03 19:54

$UBER I know a lot of my friends have recently been talking about $UBER and how it makes sense from a value perspective but as I look at the fundamentals, I’m also keeping my eye on posts like this. Uber as of right is a great value company but so was Sears before Amazon. With headlines of robotaxis and Waymo’s expanding all over the place, I don’t think there’s much room for multiple growth. This seems more like a value trap at the moment, not because there is anything wrong with the business but instead it’s the headline risk that could keep the companies stock grounded.