Hi. Me again. This is not my most confident play but sharing with my fellow degenerates. I believe WYNM and ABNB will crash for ER this afternoon.
Reasoning? Mostly “Trust me bro” but here are my regard thoughts.
WYNN - I went to Vegas in Nov & Dec for Thanksgiving and NYE. Wynn/Encore were D-E-A-D both times. Wynn is only up now because MGM beat. But MGM resorts were packed and they have MGMBet. Also lots of reports that Vegas attendance struggled mightily during the Super Bowl, which will hurt guidance.
ABNB - I have a friend who works for them. They are struggling. Creating themed AirBNB shit just to get people to attend houses. Also hearing a lot of rich fucks in skiing areas of the country really struggled to rent out their places for tourists.
But I could whiff on both. So tread lightly. This is mostly just gut and wanted to share. Cheers and let the roasting begin.