ABNB 全部观点

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.

Let's move on to Airbnb. She was the recipient of the price target increase this morning. Right now, I don't see much movement from her at the moment, but she has been performing strongly so far this year.

Yes, it was. I mean, if you look at their recommendation, this one is from " Citizens". They have upgraded their rating, and by the way, the " outperforming in the market" rating has been maintained.

They increased the target price from $190 to $200.

Airbnb's $250 million initiative to help make housing affordable for ordinary Americans.

For years, we all know that Airbnb has been the villain in America's housing affordability story, blamed by city councils, state legislators, and virtually every local news report on rents, for acquiring homes that could have housed permanent residents.

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.

Should we do maybe Airbnb because I think that should be quick simply because it's one of our largest largest portfolio holdings. Um, we should just say I mean they just released earnings um not too long ago. Um, the market liked them.

I think the main reason has basically been this um you know the reacelerated growth in nights and services or nights booked and services because if you compare that year-over-year um you would see March 26 9% growth um compared to you know March 2025 7.9 and then in June significantly 7.4 to 10.3%.

I think this has been primarily because um of why the market liked the the results so much um because you needed reaceleration.