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neutrallong-term
Airbnb beat estimates and plans a $12B buyback, but AI agents could disrupt its booking model long term; with that unknowable, he stays on the sidelines.
SourceWho's been right on ABNB
- Meet Kevin1 call (all bullish)window still open
- NaNa说美股1 call (all bullish)window still open
Settled on the T+20 window — a call counts only if it beat SPY. Same rules as the scorecard. Fewer than 3 settled calls are not scored; small samples say nothing about skill.
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