$UBER

2 theses

bullish 50%neutral 0%bearish 50%

Avg return (1m)

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Win rate (1m)

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Recent theses

$UBERDDbearish

u/dkrich · 17d ago

Short 800 shares of UBER

Why Uber's latest earnings report was a major red flag for the state of the consumer

Uber masked weak mobility segment growth by cutting prices and raising eats prices to meet revenue targets. The mobility side is price-sensitive and declining, while eats is being squeezed; this suggests deteriorating consumer health and reliance on price-conscious riders and drivers.

1d-2.2%

3d-1.7%

1w-3.0%

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$UBERGainbullish

u/uchihaItachi01 · 23d ago

I hear that everyone’s a millionaire now - $2M

Author holds UBER as part of a $2M portfolio that has appreciated significantly. Despite expecting near-term market pulldown, maintaining long stock position while hedging with covered calls.

1d-3.1%

3d-4.7%

1w-5.6%

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