Expedia Meta Muse AI Agent Selloff: Why 21% B2B Growth and a 10.8x Forward P/E Point to 20% Upside
Expedia Meta Muse AI agent selloff analysis: 21% B2B growth, 10.8x forward P/E, 9.8% FCF yield and a $319 base-case target with bull/bear scenarios.
Airbnb 2026 Summer Release Analysis: How Services, AI, and Boutique Hotels Expand the Moat — and the Path to $188
Airbnb (ABNB) 2026 Summer Release analysis: how new Services, an AI travel agent, and boutique hotels widen the moat, plus a forward valuation with a $158 base and $188 bull case.