Those are not startups! Any super duper AI programs used in an established companies are worth shxx. If spinoff would worth billion dollar market cap. No need to ask good or bad question. Is called unlock the value.
AI powered loan system
AI powered ad system
AI powered automation system
AI powered insurance system
AI powered …
are worth billion of dollar market cap.
Everything is a billion. The question is: how many billions?
Depend on competence of founders and financiers in hyping.
Up 9% today as I type. Someone asked about their secret sauce. I’d like to know too!
Money money money, not enough money.
Bill keeps paying the bills. Their growth is insane. The transaction revenue growth is the real story. It’s similar to the Shopify business model. The transaction revenue will become the long-term growth story.
Is it worth to hold for long term?
I think they still have a lot of growth left. The transaction business will keep them growing for a long-time.
There’s so little coverage on them. All I can see is they forecast growth will slow to 70-75% this quarter. That’s still crazy fast. I’ve been wanting a good pull back to add more, and I think this is it.
Today bought some @350
Payments revenue is now ~2x subscription revenue. The payments revenue is also much growing faster which will accelerate their overall revenue growth. Shopify stock went crazy when it hit similar metrics, because everyone loves accelerating revenue growth.
I bought PYL a few months ago instead of buying this. 
5 years’ performance of SHOP and TSLA is about the same. Which one to buy for the next 5 years? I have bought both 
SHOP has given up all the gains in 2021.
Tesla has solidly growing earnings base to support 2x in the next 1-2 years.
SHOP has the same potential
ABNB 
If AH result is good, I will regret not many more.
If AH result is bad, I will regret holding too many shares.
Both ways, I regret! I am a pessimist by nature 
Technically, is looking good. In fact, is one of the stronger stocks amongst the growth stock carnage.
AH 
Almost out of correction zone. Highly possible 10 bagger from here.
10 Bagger from 110B cap is 1T Market Cap. Do you see it going 10x from here ? I like AirBnB but lately its high fees does not make it viable option for 2-3 days stays. Its good for anything over a week. Am I missing something.
