Joseph Carlson After Hours 对 $UBER 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Wall Street Journal article共 2 条
2026-09-08看涨
《Michael Burry Keeps Buying This Stock》
尽管面临自动驾驶出租车的竞争,Uber凭借其混合模式能更好地应对波动需求,仍具价值。

在Cybertruck发布时,许多投资者得出结论认为Uber已经完了,我也会就此发表一些看法。甚至Ross Gerber也说Uber完蛋了。

So, I'll be giving some thoughts on this as many investors have concluded at the launch of the Cybertruck that Uber is dead. Even Ross Gerber said that Uber is toast.

许多人,包括Ross Gerber,认为最终这将导致Uber被淘汰。我认为人类必须在服务水平上与机器人出租车区分开来,然后他们才能竞争,但总体而言,我认为Uber已经完了。

And many people, including Ross Gerber, believes eventually this will lead to Uber getting cooked. I think humans have to differentiate the service level from the robo-taxis, and then they'll be able to compete, but on a whole, I think Uber's cooked.

2026-08-24看涨
《I’m Buying $10,000 Of This Company Next》
优步是一项好的投资;在60美元买入价下提供强劲的前瞻回报,近期批评性纪录片存在缺陷,因为它们忽略了优步的详细反驳。

Uber受到了两家不同的新闻媒体,Business Insider和More Perfect Union,以视频形式制作的攻击性报道。这些是制作精良的YouTube视频,正在病毒式传播,获得数十万次观看,并且对Uber高度批评。

现在,虽然大多数人反对大坏公司,他们不喜欢数十亿美元的公司,我在这里提供不同的视角,我会提供一点反驳,并强调这种新闻报道并不是真正的新闻。

Uber has received two different journalist outlets, both Business Insider and More Perfect Union, making hit pieces in video format. These are very well produced YouTube videos that are going viral, getting hundreds of thousands of views, and they are highly critical of Uber.

Now, while most people are against the big bad companies, they they don't like the billion-dollar companies, I'm here to offer a different perspective, and I'll be offering a little rebuttal and highlighting how this bit of journalism is not really journalism.