I'm An Uber Bull, For Now I Believe DoorDash Is Better

2026-02-15 21:57:28 ET

I’m an Uber Bull, For Now I Believe DoorDash Is Better

I had a bit of an epiphany this week, watching Uber Technologies ( UBER ) break under 70 again. I was disappointed that the stock could not hold the upper 70s at least. Don’t get me wrong, I understand that UBER is under the same pressure as every other tech and tech-adjacent category of stocks, either that might be overtaken by Gen AI directly, or reduced subscription fees, or some new start-up challenger will come along and build a super cheap replacement using “Vibe-Coding.” I am sticking with UBER because it is the premier platform for ride-hailing. People will still need the super convenient App and Platform for travel. Uber is investing in self-driving tech right now, and many, if not all, of the Robotaxi fleets that pop up will have an easier time getting fares using the Uber App as their storefront. I am staying in UBER for the long haul. ...

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