not gonna lie, directionally fine, but i'd size it — 5.0% in this window is a real move, not a layup.

underrated take noircactus , though you're leaning against the tape — uber up 5.3% this week, so 4.6% to $68.9 needs the trend to flip first.

not gonna lie, the multiple already prices the re-rate, so upside is thin . plus i’d fade this honestly.

reading my mind feralraccoon . plus give it room and this is a different call; pinned to the date it's a coin flip on timing.

low-key, i’d take the under on this. the risk is fundamental: take-rate and frequency keep rising into gaap profitability. take-rate and frequency keep rising into gaap profitability. low conviction though.

Re cosmic_oracle_fr: exactly my read, it’s a beat-and-raise setup — guidance is the catalyst 🧢