LYFT

"One of the things that I look at with Lyft is number of active riders. Okay, so how many active riders are there on Lyft's platform? 28.3 million."

"The company that I'm talking about is Lyft. Today I'm going to go over why this is one of the stocks that I'm going to be buying in the asymmetric portfolio in the month of June."

"I love where Lyft is sitting in the market. I think it's very overlooked right now. Great valuation, a lot of growth in that mid teens is what we're expecting them to grow in 2026 and beyond."

"That's Uber. I'm actually give you a twofur here. I think Uber and Lyft are both really good buys."

"Lyft, a little bit different business, a much smaller business. They are going to be focused mainly just on that rides business, not so much on other things."

"Now, as we look at Lyft, very similar strategy, a little bit different valuation. I'll get to that valuation in just a moment."

"Uber and Lyft, on holding Alphabet, Hims & Hers, Duolingo, and Zeta Global. There's a little bit of AI sprinkled in there, but there's a value AI as opposed to the companies that are really, really hyped by the market today."

"So the seven stocks that we went over today, Uber and Lyft on holding, Alphabet, Hims & Hers, Duolingo and Zeta Global."

"That's Uber and Lyft. I'm going to kind of bundle these two together."

"But, here's the reason that I like Lyft, and why it's kind of like a basket play with Uber. The valuation, I think is just too good to pass up."

"This is really important to understand with Uber and Lyft."

"If we're still using Uber and Lyft, and they have 10x the size of their market, which I really think they can do as more autonomous vehicles hit the market, as we have more autonomous deliveries, as it's easier to get a ride from an autonomous vehicle, you don't have a person in the vehicle, the price is likely going to come down. All these things are going to be tailwinds for Uber and Lyft."

"Lyft has been moving really, really slow since earnings cuz it's in consolidation."

"you can't try to force uh Lyft or SoFi to join the party and they're not AI stocks, okay?"

"SoFi or Lyft. Two plays that will hit the target, but two plays that's taking a scenic route to hit the target. And your entry matters the most, okay?"

"And look at Lyft's valuation is absolutely phenomenal."

"Lyft actually had a phenomenal 2025, but some of that has pulled back as investors are worried about, you know, are we going to see autonomous vehicle competition?"

"So there you have it, the five stocks that I'm excited about in May: Hims & Hers, Lyft, Adobe, Alphabet, and On Holding."

"I want to set an alert here with Lyft stock if it goes below $12 per share. I want to get an alert here because I think that'll be a phenomenal buy point."

"But the good news for a company like Lyft is all that supply coming to market means that they're going to have more supply for the riders that they have."

"The market does not expect a lot from Lyft over the next year, but I think as they show that they're expanding into more international markets, I think that we're going to see more suppliers come to Lyft and Uber with autonomous vehicles. This is going to be a value stock that's going to turn into a growth stock."