Evara
2024-11-20
$Uber(UBER)$  $UBER 20250221 77.5 CALL$ 

Given current trend of interest rates, and the market exposure available to UBER I am still bullish. 

I am not concerned with the autonomous driving news,to be honest I don't think this affects UBER in the long run. My simple standpoint is TESLA is a car manufacturer not a service provider. Tesla/Elon are driven by innovation not just revenue. Operating and maintaining a fleet across the country if not globally, to me doesn't seem very efficient. UBER's CEO also has mentioned in the past if TESLA is able to deliver on the autonomous driving they would like to partner rather than compete with them which makes more sense.

However given current climate post election, investor sentiment towards these updates, UBERs partnership with Waymo. I have decided not to risk this position.

Thanks for reading 🙂

Modified in.2024-11-20
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Comments

  • vi123123
    2024-11-20
    vi123123
    你的分析非常准确!鉴于目前的形势,对优步保持谨慎是明智之举。
  • PaulSam
    2024-11-20
    PaulSam

    10月触及高点,有人抛售,加上收益。不确定是否购买看涨期权

  • Evara
    2024-11-21
    Evara
    Appreciate the feedback guys !
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