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LikeFolio: UBER Speeds by Competitors, Beneficiary of TSLA Brand Decline

LikeFolio: UBER Speeds by Competitors, Beneficiary of TSLA Brand Decline

Schwab Network · Schwab Network

May 6, 20256m 12s

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Show Notes

Megan Brantley initially wasn't as bullish on Uber Technologies (UBER) as she is now. LikeFolio's data shows the company taking market share from competitors like Lyft Inc. (LYFT), Doordash (DASH), and Maplebear (CART). Her cautious bullishness comes in part from Tesla's (TSLA) brand decline, which Megan believes eases robotaxi headwinds.


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