Needham rates $CART buy with PT of $56 With M&A activity on the horizon for 2025, I can’t wait for $UBER to acquire $CART They already have some backend integration up and running with Uber eats powering restaurant delivery on instacart The merger makes too much sense. If this does happen, $DASH will be the only credible threat to Uber in the restaurant and grocery delivery business. Margins for this business are higher than rides and we can see it in their respective earnings I think it will be $LYFT vs $UBER story again but this time with $DASH and we know who gradually won the first affair

@sv_techie @LuxFella Maybe a join after that?

@BigBullCap @DeItaone LMAO

@hoomansv

@BigBullCap what a company - kicking myself for not pulling the trigger sub 100.

Midcaps are well positioned for 2025 IMO

$MNDY wow, just wow guidance: Q1 2025 revenue $274-276M vs $273.9M Est FY2025 revenue $1.21-1.22B vs $1.21B Est

@ZaStocks

@jbulltard1

@ACapitalLP Believe it or not $UBER is integrated in the backend with $CART. They do their grocery deliveries in certain areas. It’s too much noise for it to no not mean anything. Instacart is already Profitable.

@ZaStocks @convexititties Same, waiting for a catalyst to help it break out

@ZaStocks Agreed Za! AV RIDE from $NBIS looks interesting as well. Especially their partnership with $uber in Austin

@writeonfinance @jbulltard1

@deadcompwalk @_pdoom @jbulltard1 Correct

Can $NOW challenge $CRM as the leader of Agentic AI theme?

@QualityInvest5 @altcap @dkhos @BillAckman

@joe_oa

@InvestingRabbit To be fair he does have troll written in his bio

@SixSigmaCapital I think this stock joins the mag 7