@franny8 · Exit BKNG · The Analysts

Closed these was more frustrating than anticipated. But i think we get more nonsense in the future

My thesis going into late 2026, and especially 2027, is that we’re entering the year of the personal AI agent. I think that raises terminal value questions for names some names like $BKNG $EXPE If the agents becomes the starting point and shops everyone against each other, that

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