EXPE Expedia Group Inc

$EXPE $BKNG it doesnt seem like OIL prices are driven these travel stocks down. if so UAL and other airlines should be down. but they have recovered Meta MUSE news driving them down? isnt the same kind of news from April on Anthropic agents killing travel companies? they are disproportionately hit

$EXPE $BKNG MUSE it was. ( sarcasm below) 5 years ago Citi-n-Chase credit card linked travel killed travel co 3 years ago Google Flights n Google Hotels killed travel co last year ChatGPT killed travel co this FEB Claude killed travel co in SEP this week Meta Muse killed travel co who is left out there? looks like a repeatable playbook

$EXPE Rallying on the Meta Muse integration headline is a classic short-squeeze trap—becoming a behind-the-scenes utility pipe inside someone else's walled garden doesn't fix structural CAC pressures or rescue a $235 MS target.

$EXPE Is this value? It’s the only one down in the top ten picks for my model. I know the LOB is cyclic so perhaps we will see some improvement.

$EXPE bought in this morning. Long term value definitely above this. PT’s all higher. That’s a tasty dip right there

Expedia shares fell sharply in afternoon trading, extending recent underperformance after Morgan Stanley’s downgrade continued to weigh on investor sentiment. The stock opened at $284.01 and dropped to an intraday low of $263.18, reflecting sustained selling pressure. Morgan Stanley analyst Brian Nowak downgraded Expedia to Underweight with a $235 price target, citing stagnant monthly active-user growth of 0% in Q2 2026, versus 6% for Booking. com and 10% for Airbnb. The firm also said Expedia’s inventory, heavily weighted toward chain hotels and air travel, is among the more standardized offerings and increasingly exposed to disruption from AI-powered booking tools. Concerns about AI agents such as Meta’s Muse affecting the broader travel sector added to the pressure. The weakness was not limited to Expedia, with other online travel and consumer marketplace stocks also declining. $EXPE

$EXPE I asked MUSE if I would no longer need EXPE and it said yes but you will not get the 23% discount when booking lodging and traveling….hmmm

more bragging and similar to the other post on $EXPE but this one was on $SHOP a no-brainer short. ccs and dps. no money out of pocket and thousands in profits.

bragging a little. I shared a short $EXPE trade on spike. massive win and as close to a no-brainer as possible. join the group. 1 or 2 setups per day and all day 0DTE if you want $SPY $SPX