Brian Stewart

Interestingly, it missed expectations, but there was investors tended to focus more on the strength and global sales that it showed as well as the investments and value deals. So companies like Coke and McDonald's, I think are seen as value plays in an inflationary environment. So you have these strong brands that offer low cost products.

Interestingly, it missed expectations, but there was investors tended to focus more on the strength and global sales that it showed as well as the investments and value deals. So companies like Coke and McDonald's, I think are seen as value plays in an inflationary environment. So you have these strong brands that offer low cost products.

Interestingly, it missed expectations, but there was investors tended to focus more on the strength and global sales that it showed as well as the investments and value deals. So companies like Coke and McDonald's, I think are seen as value plays in an inflationary environment. So you have these strong brands that offer low cost products.

There's a view that those kinds of companies will prosper in that environment. McDonald's missed expectations, but still went higher. Uber dropped in the immediate aftermath of its earnings, but is up 23% in the past week as a whole. So there was a dip and then a buy on the dip. I think the main catalyst there is Bill Ackman announced a stake in the company.

There's a view that those kinds of companies will prosper in that environment. McDonald's missed expectations, but still went higher. Uber dropped in the immediate aftermath of its earnings, but is up 23% in the past week as a whole. So there was a dip and then a buy on the dip. I think the main catalyst there is Bill Ackman announced a stake in the company.

There's a view that those kinds of companies will prosper in that environment. McDonald's missed expectations, but still went higher. Uber dropped in the immediate aftermath of its earnings, but is up 23% in the past week as a whole. So there was a dip and then a buy on the dip. I think the main catalyst there is Bill Ackman announced a stake in the company.

And I think a lot of people saw that as a starter pistol for a higher move up. So I think there's a lot of traders that Jumped into that just sort of on his coattails to ride that trade higher. Also, Lyft dropped after its earnings a light booking forecast. So I think Uber saw the benefit of that. I think there was the idea that Uber might be winning that rivalry.

And I think a lot of people saw that as a starter pistol for a higher move up. So I think there's a lot of traders that Jumped into that just sort of on his coattails to ride that trade higher. Also, Lyft dropped after its earnings a light booking forecast. So I think Uber saw the benefit of that. I think there was the idea that Uber might be winning that rivalry.

And I think a lot of people saw that as a starter pistol for a higher move up. So I think there's a lot of traders that Jumped into that just sort of on his coattails to ride that trade higher. Also, Lyft dropped after its earnings a light booking forecast. So I think Uber saw the benefit of that. I think there was the idea that Uber might be winning that rivalry.

And in general, and this has been a theme of a lot of companies. I mean, Tesla is a great example of a company that was seen significant benefit on the prospects of future technology, especially autonomous vehicles.

And in general, and this has been a theme of a lot of companies. I mean, Tesla is a great example of a company that was seen significant benefit on the prospects of future technology, especially autonomous vehicles.

And in general, and this has been a theme of a lot of companies. I mean, Tesla is a great example of a company that was seen significant benefit on the prospects of future technology, especially autonomous vehicles.

And Uber is right there getting a tailwind from predictions that eventually it'll be able to kind of stick the AV landing and be able to finally have that fuel the top and bottom lines going forward.

And Uber is right there getting a tailwind from predictions that eventually it'll be able to kind of stick the AV landing and be able to finally have that fuel the top and bottom lines going forward.

And Uber is right there getting a tailwind from predictions that eventually it'll be able to kind of stick the AV landing and be able to finally have that fuel the top and bottom lines going forward.

Yeah, just to discuss Tesla briefly, I think that has a lot to do with the perceived distraction of Elon Musk being at the centerpiece of the Doge debates and also making a bid and then withdrawing a bid for open AI. I think people did not see that as sort of a serious attempt to take over that company and more of a publicity campaign.

Yeah, just to discuss Tesla briefly, I think that has a lot to do with the perceived distraction of Elon Musk being at the centerpiece of the Doge debates and also making a bid and then withdrawing a bid for open AI. I think people did not see that as sort of a serious attempt to take over that company and more of a publicity campaign.

Yeah, just to discuss Tesla briefly, I think that has a lot to do with the perceived distraction of Elon Musk being at the centerpiece of the Doge debates and also making a bid and then withdrawing a bid for open AI. I think people did not see that as sort of a serious attempt to take over that company and more of a publicity campaign.

And so I think there's a sense to which he's kind of taking his eye off the ball in terms of Tesla specifically. And I also think that Tesla stock ran up significantly in the post-election timeframe. And there's a process of profit taking that's going on for that. And so it's down 11% in the past week and is at a three-month low.

And so I think there's a sense to which he's kind of taking his eye off the ball in terms of Tesla specifically. And I also think that Tesla stock ran up significantly in the post-election timeframe. And there's a process of profit taking that's going on for that. And so it's down 11% in the past week and is at a three-month low.