Uber Technologies, Inc.
Investment Thesis
UBER has declined 22% from October highs and missed Q4 EPS expectations, creating an oversold entry point at $73.92. The strategic CFO appointment signals acceleration of AV partnerships, with Waabi's $1B raise and 25,000 robotaxi commitment demonstrating UBER's platform will remain central to autonomous mobility deployment. Dutch court ruling validating independent contractor model and Macau expansion show operational momentum persists despite near-term earnings disappointment.
Catalysts to Watch
Waabi robotaxi deployment timeline, Q1 earnings guidance execution, autonomous vehicle partnership announcements, independent contractor legal precedents, Asian market expansion progress
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Why It May Not Work
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}
]
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