Uber Offers AI Potential And Key Investments Provide Upside

  • Uber offers solid value with a reasonable P/E ratio and solid fundamentals, making it attractive compared to other tech stocks in today's market. AI initiatives present significant upside potential, but I view them as a bonus rather than the core investment thesis for Uber at this stage. Uber's strategic investments in Grab and Aurora Innovations provide diversification and exposure to high-growth Southeast Asian markets and autonomous tech.