Why Uber’s the Underrated Stock to Watch
Market Mondays
EYL Network
5 • 4K Ratings
🗓️ 12 July 2025
⏱️ 4 minutes
🧾️ Download transcript
Summary
In this special Market Mondays clip, the hosts dive deep into why Uber might just be the sleeper stock of the decade. Troy Millings breaks down his bullish long-term view on Uber, especially as the company stands to benefit from the coming wave of autonomous vehicles. With competitors like Waymo pushing into new markets and the constant talk around Tesla and robo-taxis, is Uber’s powerful platform and trusted brand its ultimate edge?
The conversation unpacks how autonomous vehicle partnerships could revolutionize Uber, especially as driver costs are the biggest expense for the company. Food delivery isn’t left out—imagine a world where your meals arrive without a driver, putting even more revenue right into Uber’s pocket.
Ian Dunlap and Rashad Bilal join in to discuss Uber’s recent stock performance, its impressive turnaround from the low $20s in 2022, and why the company isn’t even at $100 per share yet. They touch on Uber’s competition with Lyft, the fallout from the old Uber vs. Google/Waymo lawsuit, and why Uber remains the household name despite the ride-sharing wars.
If you’re curious about investing strategies, Troy also breaks down *leap options*: what they are, why he prefers to go out as far as possible (sometimes 2–3 years ahead), and how deep-in-the-money strikes can maximize gains while minimizing risk. He throws in a reference to how prominent figures like Nancy Pelosi use similar long-term option strategies for major blue-chip stocks, and explains his personal approach to playing Uber for the long game.
Whether you’re an investor in the tech space, a fan of finance news, or you just want the inside scoop on where ride-sharing and delivery is heading, this clip packs actionable insight you won’t want to miss.
*Topics covered:*
- Uber’s potential in autonomous vehicles
- The competition (Waymo, Lyft, Tesla’s robo-taxi ambitions)
- The importance of trust and platform dominance in ride-sharing
- How autonomous food delivery could boost Uber’s revenue
- Explanation of leap options and “deep-in-the-money” strategies
- Real-world examples from high-profile investors
- The reason Uber’s stock price could soon reflect its full potential
Stay tuned for more Market Mondays as we bring you fresh takes, real numbers, and strategies from the streets to the boardroom.
*Don’t forget to like, subscribe, and comment with your thoughts or questions below!*
#Uber #MarketMondays #Stocks #Investing #AutonomousVehicles #OptionsTrading #LeapOptions #Finance #Rideshare #TechStocks #Waymo #Tesla #FinancialEducation #StockMarket #LongTermInvesting
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Transcript
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| 0:42.9 | Uber, and I'm looking at long-term leaps for it. |
| 0:47.1 | Based on a number of things, autonomous vehicles being the number one thing. |
| 0:51.3 | I saw Waymo is now trying to be in Philadelphia. |
| 0:54.7 | So we'll see how that goes. It's just a matter of time before one of these |
| 0:57.8 | rides sharing companies or these EV companies just partners with Uber straight out. |
| 1:02.0 | I know Tesla tried to do it with Hertz and that was a complete failure. |
| 1:07.0 | But Uber has the infrastructure, the platform and the trust, which is the most important thing. |
| 1:12.0 | Most people won't get in the car with nobody driving it. |
| 1:15.8 | Right now, they're putting a ride share person inside those autonomous vehicles. |
| 1:20.8 | But as trust grows, that will change. |
| 1:23.0 | I think the other thing that they have at their advantage, to be honest with you, is like what you guys talk about all the time. How do y'all eat? For sure. Right. So the most expensive thing |
| 1:33.4 | that Uber pays inside of its revenue model is the driver. So if you could have food deliver |
| 1:38.9 | autonomously, now you cut out that middleman of the driver. Now you're talking about more revenue |
| 1:43.2 | that's going into the company. I like way they're positioned not only from uh ride sharing platform |
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