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$UBERBull claim
Asymmetric Investing by Travis HoiumAsymmetric Investing by Travis HoiumANALYSTJun 29, 2026
The claim

“UBER is a massive ride-hailing and delivery aggregator with autonomy tailwind, trading at 19x earnings with growing profitability and 200M monthly active users.”

Why he says it — point by point

FAVORABLE & AGAINST · BOTH KEPT

Why

the opportunity for autonomy, this could easily 10x the size of a business like this because a lot of that demand for autonomous vehicles, for autonomous rides, for autonomous deliveries, it's going to end up going through Uber. valuation pretty compelling at just 19 times earnings, 12 times forward free cash flow the Capono growth rate over the past 5 years, 25%

I own both of these in a basket in the Ace Metro portfolio

The structured call

Direction
Bullish
Catalyst
—
Target
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The receipt

YouTube · 6:136:13

“UBER is a massive ride-hailing and delivery aggregator with autonomy tailwind, trading at 19x earnings with growing profitability and 200M monthly active users.”

From "5 Stocks I Think Could 10x From Here"
Open the source at 6:13 →

Publish-day price $$75.50 · the claim is anchored to the moment it was said.

OTHER SIDEOn this thesis, 1 analyst holds the bear case. A claim is never a recommendation; here's who disagrees.See the opposing claims →

Asymmetric Investing by Travis Hoium on $UBER, over time

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How this voice has moved on the ticker. We flag contradictions — as behavior, never a score.

This is the only tracked claim from this analyst on the ticker so far.

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This is a record of what one analyst said on one thesis, with the clip — not a recommendation, not a verdict, not a score. The opposing case is linked above.