$ABNB
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How The Compound’s view on $ABNB changed

Channel profile →2 entries
2026-09-25Bullish
“People Hate These 5 Stocks But They'll Be Wrong | TCAF 261”
ABNB's classification as an automation loser is incorrect; it is an admired name and a good buy.

So, Jonathan, for people like you, when you see this and look at Expedia and Booking, which we'll be talking about, you must be excited because you know historically what happens to some of these businesses that you've followed for a long time when automation competition emerges, because you've seen this before.

Okay. I mean, Booking and Airbnb, why they were in that basket and how Goldman comes up with those baskets, I have no idea. That's absolutely ridiculous. I think this will turn out to be a great buying opportunity. I don't know why some of those banks are there.

Watch the source23:48
2026-08-25
“Five Reasons the Bubble Will Burst in 2027 | WAYT?”
Airbnb is performing well with strong growth and AI initiatives, but its high valuation (above 50x earnings) poses a risk of underperformance, as historical data shows negative returns for such stocks.

One of the big lagards all this time finally caught a bid and it is uh Airbnb and this is a company whose product I will never use. I will not stay in someone's home. I don't judge anyone for wanting to do that. I will never let somebody stay in my home.

Airbnb is kind of killing it right now. huge upgrade from Bernstein after their latest earnings report which was earlier in August. This is what we call a runaway gap. Runaway gap, not a breakaway gap.

A runaway gap happens in the middle of a move. And this is like Edwards and McGee stuff, but basically you would take the the amount of the move that preceded it and then on the other side that's how far you should expect this to be able to keep running before it runs out of steam. So these are very bullish.

Watch the source52:02
KOL Says