$Uber(UBER)$ πŸš•πŸ“ŠπŸ§  Uber’s robotaxi gamble: revolution or revenue trap? πŸ§ πŸ“ŠπŸš•

I’m confident in my long position as Uber transforms into a mobility superpower. The company just generated $2.3B in free cash flow and is guiding EBIT margins to 14% by Jun26, up from –12% in Sep21. UBS just raised its target to $115, reinforcing the bullish case.

I’m impressed by Uber’s convergence of real earnings power and visionary scale. Q3 2025 EPS is forecast at $2.88, more than double last year’s $1.24. CEO Khosrowshahi’s conviction is clear: β€œAV technology is the single greatest opportunity ahead for Uber.” With Waymo and Lucid in the fold, Uber doesn’t need to be vertically integrated to scale; just smartly partnered.

Technicals show $87.43 price with $90.93 resistance and $83.63 support. Compression on the 4H chart is forming near upper Keltner and Bollinger bands. Weekly RSI sits at 52.74; MACD is mixed, but trend remains bullish.

I’m attentive to the options tape: big buys on the 80P, while size hits on 60P and 65P suggest downside hedging, not capitulation. Market cap is $182B, P/E 15.19, gross margin 32.07%, and a 25.62% Q/Q gain. That’s not speculative, that’s operational dominance.

Autonomy skepticism remains. Sixty-one percent of US drivers are still unsure. But data says otherwise. Waymo robotaxis are 92% less likely to injure pedestrians and 96% less likely to crash at intersections. Goldman Sachs sees robotaxi TAM growing 67% annually for 5 years. Tesla’s Cybercab is priced under $30K, and Uber’s $75K-per-robotaxi estimate looks competitive against $40K/year in human driver costs.

I’m holding and leaning in. A clean breakout above $90.93 with RSI follow-through would warrant adding. Until then, I’m positioned for the trillion-dollar upside.

Would you trust a robotaxi if it were 96% safer than a human driver?

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Trade like a boss! Happy trading ahead, Cheers, BC πŸ“ˆπŸš€πŸ€πŸ€πŸ€

@Tiger_comments @TigerPicks @TigerStars @TigerWire @1PC 

# πŸ’°Stocks to watch today?(15 MayοΌ‰

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  • Autum
    Β·2025-07-31
    TOP
    I agree with Uber being all good but just cause it is doesn't been the market will see it that way. All its obsessed with is Chips ai spend new toys. nivida sending top  chips overseas goes from 138 to 179.
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    • Barcode:Β 
      Absolutely agree, market sentiment often lags fundamentals. Uber’s cash flow and margin growth are impressive, but in a tape driven by GPU allocation and AI TAM expansions, mobility plays get overshadowed. The story may be right, but the spotlight isn’t always rational.
      2025-07-31
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    • Barcode:Β 
      🟠 πŸ…—πŸ…πŸ…ŸπŸ…ŸπŸ…¨ β“‰β“‘β“β““β“˜β“β“– πŸ…πŸ…—πŸ…”πŸ…πŸ…“! πŸ…’πŸ…—πŸ…”πŸ…”πŸ…‘πŸ…’ πŸ…‘πŸ…’ πŸ€πŸ€πŸ€πŸŸ 
      2025-07-31
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    • Barcode:Β 
      Thanks for reading Autum πŸ€
      2025-07-31
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  • Valerie Archibald
    Β·2025-08-01
    TOP
    At this rate we will be lucky if the run up to Q2 results gets us back to 97. Geez

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    • Barcode:Β 
      Totally hear you, Valerie. Sentiment’s soft near-term, but structurally Uber’s never looked stronger; $2.3B in FCF, EBIT margin turning double-digit, and EPS forecast more than doubling YoY. If the print clears well and we break $90.93, that $97 gap could close faster than it feels right now.
      2025-08-01
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    • Barcode:Β 
      🟠 πŸ…—πŸ…πŸ…ŸπŸ…ŸπŸ…¨ β“‰β“‘β“β““β“˜β“β“– πŸ…πŸ…—πŸ…”πŸ…πŸ…“! πŸ…’πŸ…—πŸ…”πŸ…”πŸ…‘πŸ…’ πŸ…‘πŸ…’ πŸ€πŸ€πŸ€πŸŸ 
      2025-08-01
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    • Barcode:Β 
      Thanks for reading VA πŸ€
      2025-08-01
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  • JackQuant
    Β·2025-07-31
    TOP
    Hope the robotaxi can bring growth momentum to Uber.
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    • Barcode:Β 
      It’s a longer arc, but it’s curving in their favour.
      2025-08-01
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    • Barcode:Β 
      🟠 πŸ…—πŸ…πŸ…ŸπŸ…ŸπŸ…¨ β“‰β“‘β“β““β“˜β“β“– πŸ…πŸ…—πŸ…”πŸ…πŸ…“! πŸ…’πŸ…—πŸ…”πŸ…”πŸ…‘πŸ…’ πŸ…‘πŸ…’ πŸ€πŸ€πŸ€πŸŸ 
      2025-08-01
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    • Barcode:Β 
      I’m with you on that. Robotaxi isn’t just narrative fluff anymore; Waymo data shows a 96% reduction in intersection collisions versus human drivers. With Uber’s smart partnerships, Lucid and Waymo, we could see margin tailwinds even before full-scale deployment.
      2025-08-01
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  • Merle Ted
    Β·2025-07-31
    TOP
    Easy $. Buy the dips. 120 end of year.

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    • Barcode:Β 
      Love that conviction, Merle. $120 isn’t far-fetched if Uber rerates on autonomy tailwinds and delivers on that $2.88 EPS. Add in rising EBIT margin guidance into 2026, and dips below $85 look mispriced to me. If we break that $90.93 resistance with volume, I could see the bulls stepping on the gas.
      2025-08-01
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    • Barcode:Β 
      🟠 πŸ…—πŸ…πŸ…ŸπŸ…ŸπŸ…¨ β“‰β“‘β“β““β“˜β“β“– πŸ…πŸ…—πŸ…”πŸ…πŸ…“! πŸ…’πŸ…—πŸ…”πŸ…”πŸ…‘πŸ…’ πŸ…‘πŸ…’ πŸ€πŸ€πŸ€πŸŸ 
      2025-08-01
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    • Barcode:Β 
      Thanks for reading Merle Ted πŸ€
      2025-08-01
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