UBER Uber Technologies, Inc
▼ Leaning bearish · last 90 days · 7d · 30d · 90d
Bullish and bearish voices per day
Closing price
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| Subreddit | Bullish | Bearish | Neutral | Split | Bullish share | Consensus |
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| r/wallstreetbets | 0 | 5 | 11 |
| 0% | Strongly bearish |
| r/ValueInvesting | 1 | 0 | 1 |
| 100% | Too few opinions |
| r/stocks | 1 | 0 | 0 |
| 100% | Too few opinions |
| r/StockMarket | 0 | 0 | 1 |
| — | Too few opinions |
| r/Daytrading | 0 | 0 | 1 |
| — | Too few opinions |
▲ Bullish takes
Uber Valuation I was seeing a lot of buzz about Uber's 15x PE ratio, and decided to dig in myself. The first thing that I found was that the 15x PE headline isn't real - it's been artificially boosted by tax benefits and equity investment re-rates. When you back those out, and work off their operating income of $5.5B i…
▼ Bearish takes
UBER call spreads. But I am in the red now so idk probably inverse me and get puts
I agree but billion dollar losses are not unheard of. Uber was making them for around 8 years and I couldn't believe that they didn't bust
Uber's $9 billion loss was also mostly book keeping tied to decreasing valuations of their stakes in other start-ups like Grab. It's actual operating loss was -$1.8 billion. You can't compare apples to oranges. Whatever way you slice it, Anthropic's losses are gargantuan and unprecedented.
It’s how every modern successful company is built. Uber, Netflix, any new marketplace app - they sell you a product at a loss to get you to use it, and one they build their user base to a certain point, they raise prices, cut quality, and nickel and dime people until it turns to shit
Uber also had a pretty identifiable path to profitability where the economics made sense. You think “ride share” today and you think Uber. That was the case even as they were taking a loss. Anthropic is more like “we just need more people and enterprises to adopt our shit vs other AI and we still have to spend a shit t…