How Joseph Carlson After Hours’s view on $UBER changed

Channel profile →This channel has 2 credited speakers: Michael Burry, Wall Street Journal article2 entries

2026-09-08Bullish

“Michael Burry Keeps Buying This Stock”

Uber remains valuable despite robo-taxi competition due to its hybrid model handling variable demand better than pure autonomous networks.

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.

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.

Watch the source00:46

2026-08-24Bullish

“I’m Buying $10,000 Of This Company Next”

Uber is a good investment; at a $60 buy price it offers strong forward returns, and recent critical documentaries are flawed because they ignore Uber's detailed rebuttal.

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.

Watch the source00:30