UBER'S CEO JUST SPENT $10,000,000 TO BUY THE DIP

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6 videos

Why it worked

The video combines a timely news hook (insider buying) with a compelling narrative about a disruptive technology (autonomous vehicles) and its potential impact on a well-known company (Uber). The use of data visualizations and clear explanations makes complex financial and technological concepts accessible to a broad audience.

Summary

This video discusses the recent stock purchases of Uber's CEO, COO, Nancy Pelosi, and Bill Ackman, despite the company's stock performance. It contrasts this with the rise of autonomous vehicle technology from companies like Waymo and Tesla, questioning Uber's long-term viability. The video suggests that Uber could pivot to become a marketplace for these autonomous fleets, leveraging its existing user base.

Structure

1CEO and other insiders are buying Uber stock despite its decline.
2Autonomous vehicle technology (Waymo, Tesla) poses a threat to Uber's business model.
3

Original caption

Uber's CEO just spent $10 million buying the dip. Uber stock lost $23 billion this year, and retail keeps dumping it. But the CEO and COO just spent a combined $15.3 million of their own cash buying in. Nancy Pelosi bought up to $1 million in call options. Bill Ackman holds $2.6 billion of Uber, his single largest position. These are the kind of investing insights every trader and investor needs before trading against the smart money. Here is the fear driving the crash. Waymo and Tesla are building self-driving taxis. If the car owns the ride, why would it need Uber's human drivers at all. But that assumes one or two companies control nearly every robotaxi. What if dozens compete instead? Nobody wants ten apps to compare ten taxis, they want one showing the closest car and best price. Uber could be that app, connecting every fleet to the millions already opening it. It also solves the robotaxi owners' real problem: an empty car loses money every minute, and Uber's customer pool keeps them busier. That is Ackman's actual thesis. The real question was never whether self-driving cars are coming. They are. It is whether one company controls the rides, or a marketplace like Uber does. Uber's core business is still growing and trades around 15 times earnings, where high-growth tech usually trades 30 to 50 times. Median Wall Street target: $100 against a $71 price, a 39% gap. Not one major bank is bearish. Goldman Sachs, Morgan Stanley, and JP Morgan all say buy. Insiders buying does not guarantee they are right. Comment UBER for the full research on how Uber competes with Tesla and Waymo in the self-driving race, why insiders are buying, who's actually buying / selling, potential risks that could prove the insiders wrong and much more. This content is for educational and informational purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.

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Product placement

Uber (ACTS - provides ride-hailing services; removing it would change the video's topic) Waymo (ACTS - operates driverless taxis; removing it would change the video's topic) Google (APPEARS - owns Waymo; removing it would not change the video's topic) Tesla (ACTS - developing its own robotaxi network; removing it would change the video's topic) Barebone (ACTS - AI investment engine providing analysis; removing it would change the video's topic) Goldman Sachs (APPEARS - major bank providing ratings; removing it would not change the video's topic) Morgan Stanley (APPEARS - major bank providing ratings; removing it would not change the video's topic) JP Morgan (APPEARS - major bank providing ratings; removing it would not change the video's topic) Bank of America (APPEARS - major bank providing ratings; removing it would not change the video's topic) Barclays (APPEARS - major bank providing ratings; removing it would not change the video's topic) Citizens (APPEARS - major bank providing ratings; removing it would not change the video's topic) Deutsche Bank (APPEARS - major bank providing ratings; removing it would not change the video's topic) HSBC (APPEARS - major bank providing ratings; removing it would not change the video's topic) Mizuho (APPEARS - major bank providing ratings; removing it would not change the video's topic) Wells Fargo (APPEARS - major bank providing ratings; removing it would not change the video's topic) Charles Schwab (APPEARS - financial services company; removing it would not change the video's topic) Chase (APPEARS - financial services company; removing it would not change the video's topic) Two Sigma (APPEARS - investment management company; removing it would not change the video's topic) Citadel (APPEARS - investment firm; removing it would not change the video's topic) Pershing Square Holdings (APPEARS - investment firm; removing it would not change the video's topic) BlackRock (APPEARS - investment management company; removing it would not change the video's topic)

On-screen text

UBER'S CEO JUST SPENT $10,000,000 TO BUY THE DIP $23 BILLION MARKET CAP LOST Uber NYSE • YTD 2026 SOURCE: BAREBONE HE ISN'T BUYING ALONE DARA KHOSROWSHAHI UBER CEO ANDREW MACDONALD UBER PRESIDENT & COO NANCY PELOSI FORMER HOUSE SPEAKER BILL ACKMAN BILLIONAIRE INVESTOR SECRETLY BUYING MILLIONS Uber NYSE • YTD 2026 PRICE - USD MAY 29 Q2 2026 SEP 4 SEP 10 RETAIL IS DUMPING Uber NYSE • YTD 2026 PRICE - USD JAN OPEN $82.86 SELL ORDERS But Uber's CEO and COO just spent 10:35 BAREBONE 4G 77 Insider Trades UBER UBER Technologies, Inc. INSIDER Khosrowshahi Dara AVG PRICE $70.96 CEO DISCLOSED VALUE $10M TRADED Sep 10, 2026 UBER UBER Technologies, Inc. INSIDER Macdonald Andrew AVG PRICE $75.83 COO DISCLOSED VALUE $5.3M TRADED Sep 4, 2026 UBER UBER Technologies, Inc. INSIDER Krishnamurthy Balaji (a) AVG PRICE $71.25 CFO DISCLOSED VALUE $1.6M TRADED Feb 24, 2026 a combined 15.3 million dollars of their own cash buying it 10:35 BAREBONE 4G 77 Congress Trades Nancy Pelosi UBER BUY Uber Technologies, Inc. STOCK SINCE BOUGHT May 29, 2026 PRICE AT TRADE $70.40 DISCLOSED AMOUNT $500K - $1.0M +1.5% and Bill Ackman now holds 2.6 billion dollars of Uber HIS LARGEST POSITION Uber #1 POSITION That's his single largest position FEAR THE WRONG THING THE CROWD THE INSIDERS That normally happens when the crowd is scared of the wrong thing WHY UBER KEEPS CRASHING And that thing is exactly why Uber HOW UBER WORKS TODAY HUMAN DRIVER UBER THE MATCH RIDER Everyone knows that Uber connects people who need a ride with human drivers who have a car THE DRIVER DISAPPEARS AUTONOMOUS VEHICLES But companies are now building cars that can drive themselves AV These are called autonomous vehicles or AVs WAYMO G OWNED BY GOOGLE PHOENIX Waymo which is owned by Google already operates driverless taxis in several US SAN FRANCISCO LOS ANGELES AUSTIN ATLANTA cities TESLA Tesla is also developing its own TESLA ROBOTAXI robotaxi network and that creates an obvious problem for Uber if Waymo or Tesla owns a self driving car HYPOTHETICAL RIDER Uber UBER AV FLEET why would it need Uber or its human drivers DIRECT ROUTE It could just simply let customers book rides through its own app UBER GETS CUT OUT ALL THE FARE RIDER Uber UBER AV FLEET FLEET'S OWN APP and keep all the money TWO SIGMA CITADEL Pershing Square Holdings BlackRock Morgan Stanley Charles Schwab Chase WELLS FARGO So we asked Barebone one question If robotaxis really kill Uber why BAREBONE INVESTMENT AI ENGINE Why Insiders Buy Uber is every insider buying AVS KILL UBER OR FEED UBER? And what came back flips the entire story around ONE ASSUMPTION You see there's one thing that the argument of AVs killing Uber assumes That one or two companies will control nearly every self driving taxi 1-2 WINNERS But what if the opposite happens What if Waymo Tesla and dozens of other companies all operate different self driving fleets WAYMO TESLA ZOOK CRUISE MOTIONAL NURO PONY.AI WERIDE AURORA MAY Customers probably won't want to open 10 10 APPS different apps just to compare 10 different taxis They'll want one app that shows them CLOSEST CAR SHORTEST WAIT BEST PRICE the closest car the shortest wait and the best price and Uber could ONE APP FOR ALL Uber be that app Instead of owning the cars Uber could Uber UBER MARKETPLACE OWNS ZERO CARS TODAY connect to all those different fleets with 192,348,000+ Uber 200,000,000+ RIDERS ALREADY HERE the millions of people already opening Uber when they need a ride AUTONOMOUS VEHICLE So the real question isn't whether self driving cars are coming they 100% 100% CERTAIN ONE WINNER OR MANY ONE WINNER MANY FLEETS Uber UBER CONSOLIDATES ALL driving cars are coming they 100% 1-2 WINNERS MANY FLEETS Uber UBER CONSOLIDATES ALL controls them or whether many companies compete through a marketplace like Uber UBER 2026 YTD PRICE (USD) $90 $85 $80 $75 $70 $65 JAN MAR MAY JUL SEP TODAY PRICED TO LOSE And this is where it gets interesting for the price because the market is pricing Uber like it already lost 21:39 BAREBONE Analyst Price Target Current: 71.43 Low 74.00 Median: 100.00 High 150.00 View more > Analyst Ratings Sell Hold Buy Strong Sell Strong Buy Buy View more > About Uber Technologies, Inc. Technology - Software - Application Uber Technologies, Inc. is a leading technology corporation that Wall Street's median price target is 100 compared with a current price of 71* current price of 71* implying a 37% upside And in fact there is not one 21:39 BAREBONE UBER Profile Major Bank Ratings Goldman Sachs Buy Maintain May 8, 2025 Morgan Stanley Buy Maintain Feb 5, 2026 JP Morgan Buy Maintain May 7, 2026 Bank of America Buy Maintain Oct 30, 2019 Barclays Buy Maintain Aug 6, 2026 Citizens Buy Maintain Aug 25, 2026 Deutsche Bank Buy Maintain May 3, 2023 HSBC Hold + Buy Upgrade Sep 16, 2019 Mizuho Buy Maintain Feb 5, 2026 RBC Capital Buy Maintain Wells Fargo Buy Maintain single reputable Wall Street investment bank that is bearish on Uber Every single one of them including Goldman Sachs, Morgan Stanley, JP Morgan all say buy 21:40 BAREBONE So now you know that the CEO DARA KHOSROWSHAHI UBER CEO NANCY PELOSI U.S. CONGRESS BILL ACKMAN PERSHING SQUARE Pelosi and Ackman are all buying the same dip That doesn't mean the insiders THEY MIGHT BE WRONG RIGHT WRONG DARA PELOSI ACKMAN NOT A GUARANTEE are definitely right follow them depends on where Uber is actually ONE WINNER MANY FLEETS Uber Uber WHERE DOES IT BELONG? positioned in the SMART MONEY IS BUYING 2 BUY SIGNALS CEO PELOSI ACKMAN BAREBONE self driving race and why the smart money is betting the way it is That's exactly what Barebone dug into BAREBONE INVESTMENT AI ENGINE Ask Anything our AI agent trained on Wall Street analysis and everything ONE AI AGENT all came from it 21:41 BAREBONE Uber vs Tesla: Who Wins AV Ride-Hailing Demand Network Regulatory Footprint Partnership Access Uber AV Technology Financial Strength Tesla Uber dominates demand and partnerships; Tesla dominates AV tech ownership and fleet permits. Tesla's valuation (forward P/E 209) means its robotaxi case must succeed; Uber's 21x does not. Waymo, unlisted, is the real tech leader: 14 cities, 500K+ weekly rides. Waymo's exposure is partnership- dependent; its own Nevada permit is only 1000 vehicles. But its research went a lot deeper 21:41 BAREBONE Insider Trades Buy 87% Sell 13% Congress Trades Purchases $705K - $1.6M Sales $56K - $190K 2025 pattern was selling; Hazelbaker sold at $86.03 and $96.42, and the then-CFO sold at $94.41, all well above today's $71.43. 2026 flipped to buying: CFO Krishnamurthy bought at $71.25 in February, then COO Macdonald at $75.83 and CEO Khosrowshahi at $70.96 in September. than this video so it can help 21:40 BAREBONE 2026 Insider Trades by Dollar Value Khosrowshahi (CEO) Macdonald (COO) Krishnamurthy (CFO) Hazelbaker (President) Buyers dominate: CEO Khosrowshahi put in about $10.0M and COO Macdonald $5.3M, together over 90% of 2026 buying. The lone sale, Hazelbaker at ~$2.0M, is larger than the CFO's $1.6M purchase, though smaller than the CEO's and COO's. Net insider flow is roughly +$14.9M, an than this video so it can help 21:40 BAREBONE Robotaxi Competition Timeline 2026-09-15 Nevada permits approved for Tesla, Waymo, and Uber robotaxis. 2026-05-28 Waymo's Ojai robotaxi launched in Los Angeles, Phoenix, San Francisco. 2026-09-01 Waymo driverless service starts in Denver, San Diego, Tampa. Show More (3) August 2026: Nevada permits Tesla (5,000), Waymo (1,000) and Uber (1,000) robotaxis. May 28 2026: Waymo launches Ojai August 2026: Uber partners with Pony.ai you make a more informed decision BAREBONE Day 1: Top 100 Apple App Store Day 60: Top 10 Google Play App Store Google Play COMMENT UBER for access! Comment UBER and I'll send the research to you I quit Goldman Sachs to BAREBONE INVESTMENT AI ENGINE Ask Anything make investing easier with Barebone Follow for the next one

Transcript

Uber's CEO just spent 10 million dollars of his own money buying Uber stock. That sounds strange because Uber stock has lost 23 billion dollars this year. But he isn't buying alone. Uber's president and COO, Nancy Pelosi and billionaire Bill Ackman are also secretly buying millions. Spending millions to buy the dip. But if you don't know why you're about to miss out on one of the biggest trades of 2026. The biggest trades of 2026. And welcome to Day 87 of the 100 Day Barebone Investing School. Now here's what makes no sense. Uber stock keeps crashing this year and retail investors keep dumping it. But Uber's CEO and COO just spent a combined 15.3 million dollars of their own cash buying it. Nancy Pelosi put up to 1 million dollars worth of call options. And Bill Ackman now holds 2.6 billion dollars of Uber. That's his single largest position. That normally happens when the crowd is fearing the wrong thing. That normally happens when the crowd is scared of the wrong thing. Why Uber keeps crashing. And that thing is exactly why Uber stock keeps crashing. Everyone knows that Uber connects people who need a ride with human drivers who have a car. But companies are now building cars that can drive themselves. These are called autonomous vehicles or AVs. Waymo which is owned by Google already operates driverless taxis in several US cities. Tesla is also developing its own robotaxi network and that creates an obvious problem for Uber if Waymo or Tesla owns a self driving car, why would it need Uber or its human drivers? It could just simply let customers book rides through its own app and keep all the money. Uber gets cut out. All the fare. Instead of owning the cars Uber could connect to all those different fleets with the millions of people already opening Uber when they need a ride. So the real question isn't whether self driving cars are coming, they 100% certain. The real question is whether one company controls them or whether many companies compete through a marketplace like Uber. And this is where it gets interesting for the price because the market is pricing Uber like it already lost. Wall Street's median price target is 100 compared with a current price of 71. Current price of 71. Implying a 37% upside. And in fact there is not one single reputable Wall Street investment bank that is bearish on Uber. Every single one of them, including Goldman Sachs, Morgan Stanley, JP Morgan all say buy. So now you know that the CEO, Dara Khosrowshahi, Nancy Pelosi, Bill Ackman are all buying the same dip. That doesn't mean the insiders are definitely right. That doesn't mean the insiders are definitely right. Follow them depends on where Uber is actually positioned in the self driving race and why the smart money is betting the way it is. That's exactly what Barebone dug into. Our AI agent trained on Wall Street analysis and everything. One AI agent. All came from it. Uber vs Tesla: Who Wins AV Ride-Hailing. Uber dominates demand and partnerships; Tesla dominates AV tech ownership and fleet permits. Tesla's valuation (forward P/E 209) means its robotaxi case must succeed; Uber's 21x does not. Waymo, unlisted, is the real tech leader: 14 cities, 500K+ weekly rides. Waymo's exposure is partnership-dependent; its own Nevada permit is only 1000 vehicles. But its research went a lot deeper than this video so it can help you make a more informed decision. Comment UBER and I'll send the research to you. I quit Goldman Sachs to make investing easier with Barebone. Follow for the next one.