THE APEX TIMES
Calacanis, in comments carried by Yahoo Finance via Stocktwits, argued that both Tesla and Uber still have room to expand as markets reassess growth and execution risk.
A prominent Silicon Valley investor, Jason Calacanis, said he believes both Tesla and Uber are trading at roughly a 50% discount to what he sees as their potential value, and he floated the idea that each stock could triple within five years, according to comments reported by Yahoo Finance.
The remarks, circulated through a market-news post on Stocktwits, frame the debate less around short-term catalysts and more around longer-run operating leverage, competition, and the size of the addressable market for vehicles and mobility services.
Tesla, as Calacanis’s pick in the group, is positioned in the conversation as more than an automaker, with market participants often tying its valuation to expectations for software, energy businesses, and the pace of manufacturing scale. The post does not provide additional new Tesla-specific metrics or disclosures beyond the valuation view.
Uber is treated similarly in the discussion, with the underlying thesis implicitly depending on whether ride-hailing and adjacent logistics offerings can sustain growth while keeping profitability on track. The report does not break out which business lines he had in mind, nor does it cite any new Uber financial targets or guidance.
Calacanis’s “undervalued by 50%” framing is notable because it suggests a large gap, in his view, between current market pricing and the upside scenario for fundamentals over a multi-year window. Still, the post does not identify a valuation model, time path, or assumptions, which limits how precisely investors can map the claim to trackable milestones.
In Autos and Transport, Tesla remains a bellwether for how equity markets price electrification and autonomy-linked optionality. In mobility, Uber’s valuation is often influenced by the durability of consumer demand, the competitive dynamics among platform operators, and the rate at which services can transition from growth spending to cash-generation.
A key caveat is that the circulated post does not provide the underlying evidence behind the “50% undervalued” estimate, nor does it include any direct excerpts from company filings, earnings calls, or updated guidance. Without those details, investors are left with an opinion on direction rather than a forecast grounded in newly disclosed numbers.
What to watch next is whether either company offers fresh updates that would change the long-term assumption set behind those views, such as new product roadmaps, changes in pricing strategy, expansion plans, or shifts in profitability targets. Absent that, the market reaction may depend more on sentiment and positioning than on new fundamentals.
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