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DASH in late stage talks to buy CART in $17B deal
DASH in late stage talks to buy CART in $17B deal
Pre-Market Gainers and Losers for Today (August 7, 2026) 📈 📉
Dr. Pat Soon-Shiong (@DrPatrick) on X - IBRX AI-powered robots 💣💣💣💣💣
FLWS: Quietly Turning from Wilted to Blooming
$CART offers were so good they had to cancel them, buy puts
CART discloses expected hit to Q4 GAAP earnings...in the last sentence of Q3 earnings letter.
Mentions
Sold all my CART three weeks ago to buy a car. I could have had a Lambo
Oh hey I have RDDT and DASH. Double digit percent of my portfolio in each. I mean, after today RDDT might be into single digits 😢 . DASH I have high hopes for - why would they try to buy CART?
I can understand the pullback because the acquisition would be at a premium, but if this deal goes through it seems like it complements DASH's growth plans perfectly and frankly it doesn't seem that expensive, as I don't think they'll have to spend anywhere close to as much competing with CART on their own turf anymore and they get a reasonably valued, profitable, and sticky business.
got CART calls at close :)
THANK YOU CART. Holy crap been bagholding that stock since ... Friday!
CART CHOPPED ALL DAY I SOLD MY 10/23 Call 20 min ago for a loss CART just hit a 52WK HigH 3 MIN BEFORE CLOSE Fuck this
I sold my 10/23 CART Call 20 min ago. CART just hit a 52WK High… Fuck this
SIRI, Ford, WMT, CART, T, TSLA
This morning we needed coffee creamer, so we instacarted it. I instacart all our groceries, genuinely cant remember the last time I went inside a grocery store unless it’s WF to pick up green drinks and snacks. Calls on $CART esp with the economy showing signs of life
To show the used car prices and how the environment was insane, here's an example from a CART. Asset 726082 in CIK 0001842012, Carvana Auto Receivables Trust 2021-N1 (Non-prime) Originated in 12/2020 (Carvana) Lifecycle: 02-28-2021 to 07-31-2022 reporting periods (the last EX 102). Approximately 13 months to liquidation, including 2 months where the loan was held in the warehouse. Initial Loan Amount of $20,445.88 on $18,560.88 collateral. This implies \~ $1,855 in S&W 75 months maturity, interest rate of 0.15167 (non-standard loan duration). Credit Score from a Bureau, 697 (near-prime) $424 per week payment schedule. Loan received multiple modifications (Code 98) in May, 2021. Delinquency flags never breached 17 days. Repossession around August 2021 with a charge off of $19643.2 ($0 implied equity). Recovery of $32,112.44 (+163%) at auction. Total Trust recovery of $50,171.69 (255% of charge-off).
**Everyone talks about UBER. What about the rest of the global ride-hailing / delivery trade?** If you’re looking at the sector, there’s a pretty interesting list of public companies beyond Uber and Lyft: * **$GRAB** — Grab Holdings; Southeast Asia ride-hailing + delivery * **$DIDIY** — DiDi Global; China * **$DASH** — DoorDash; U.S. food delivery + local commerce * **$CART** — Maplebear / Instacart; grocery delivery * **$LIME** — Neutron Holdings; micromobility * **$RYDE** — Ryde Group; Singapore ride-hailing + delivery * **$MRT** — Marti Technologies; Türkiye ride-hailing + delivery * **$UBER** — obviously the elephant in the room What makes **$MRT** interesting to me is the growth. Q1 revenue jumped **156% YoY to $15.4M**, and the company is scaling ride-hailing across Türkiye. Not saying all of these are buys — they have wildly different valuations, markets and risk profiles. But if you're bullish on the continued growth of app-based transportation and last-mile delivery globally, there’s a lot more to look at than just $UBER. Curious which one WSB thinks has the most asymmetric upside.
Lets kill the brand meaning and legacy, by releasing another golf carted toy car. SO WHAT IT HAS GAZILLIONS OF HORSEPOWER AND TORQUE OF SPINNING CROCODILE- IF IT DOESN'T DO "VROOM VROOM" FROM UNDER THE HOOD, ITS A FKING GOLF CART
Now do SNAP, UBER, LYFT, CART, DASH, RIVN, KVYO, RDDT, and CAVA. Some up, some down. Idk these were the ones off the top of my head that I remember going public and thinking “oh! I should invest in that IPO… or wait… should I?”
he's FAT. he sat on his DAB CART. his father HATES HIM. He's a LOSERRRRR. DING DING DING
Bro, it already has a $14 Billion market cap, which is higher than CART. Also PE is much higher than CART.
Don’t sleep on $CART! Very attractive valuation IMO. Great earnings again just very unpopular among retail for some reason
People been sleeping on $CART way too much 😤. It’s a 20B company easy
$CART quietly up 15% over the last 5 days 👀
$CART still so undervalued
The new Xbox CEO formerly at $META and $CART. Great.
Instacart is the most puzzling company to follow… on paper it’s a great business in an industry(online grocery sales) hitting record highs almost every single month. Yet- the dodgy analysts suck Amazon’s cock so much they think $CART is about to get the Death Star. I ain’t ever hear of anybody using Amazon for groceries and WF is a trash can now. Totally lost their differentiation.
$CART back to August 2024 levels
Monthlies on $CART are actually pretty cheap considering earnings on Thursday.
Cant tell if puts or calls on CART after that commercial lol
$SRPT printing for me rn and red everywhere else except $CART
The analyst is the only sell rated on CART and one of two rated sell on LYFT. Has history of contrarian calls that leans bearish it seems.
$CART very quietly up 25% this month. Haven’t seen a single mention of the chatgpt integration rolled out this week. I was confused why you start in chatgpt then I realized hundreds of millions of users are in the app every single day. Dunno think it’s undervalued IMO
I went for the 33P 11/14 on $CART. How's it looking boys?
!banbet CART -5% 1d
Someone was buying CART shares and calls into close. 🤔
So what CART and MNDY puts?
PUSH A LONG HOT DOG CART FROM THE 80'S VERY GOOD CONDITION , WORKS ON PROPAIN GAS LOT OF STORAGE , BUILT IN COOLER https://newjersey.craigslist.org/for/d/little-ferry-hot-dog-cart-from-80s-very/7842832175.html
Picked up some $CART leaps.
Other NON-penny stock long-term growth stocks include: NVO, UNH, UPS, CART, MRK, AMZN, RIGL, BAYRY, SO, PEP
CART - consistent profitable growth at a reasonable p/e in an expanding market. Recent dip from Amazon news overreaction creates a good buying opportunity
Anyone see why CART is down like 9 percent? I couldn’t find any news.. am sitting on 7 - 51c 8/22.. bought after their earnings.. which were great.. but?!? If anyone has info.. thanks.
So.. I didn’t buy the 47 calls when you suggested it.. but.. just bought 7 of the 51 call for 8/22.. for CART.. thanks for the info.. LETS MAKE SOME MONEY!
CART making a bounce? I just bought 7 of the 51 calls for 8/22zz
easy W this AM CART $47 8/29 calls went from 3.30 yesterday to 6.00 MNST $58 8/22 calls went from 3.50 yesterday to 8.50 My next tricks are TGT and CAVA ($110 4.45 9/19 and $87 6.25 8/22)
not true, I literally played CART and MNST yesterday and will be selling in 1 min
i tried telling you guys CART and MNST
$CART Sees adjusted Ebitda $260 million to $270 million, estimate $257.8 million Sees gross transaction value $9.00 billion to $9.15 billion, estimate $8.96 billion SECOND QUARTER RESULTS Gross transaction value $9.08 billion, +11% y/y, estimate $8.94 billion Gross profit margin (as a percentage of GTV) 7.5% vs. 7.6% y/yAdjusted Ebitda margin 29% vs. 25% y/y, estimate 27.5%
$CART after the bell for me today, will also be watching onto and rklb but no positions there for me atm
MNST $58 call 8/22 exp CART $47 call 8/29 exp
Yea I called CELH and DASH the other day…I will say it again MNST will crush so will CART. Good luck tards
Two things are happening today: UPS leaps CART earnings play (calls)
Well I had the DASH call in my watchlist but didn’t buy it. Should we load up on CART calls earnings tomorrow AH
CART slowly becoming a collective grocery advertising platform, rather than a zero margin grocery delivery company.
DASH, CART and CVNA all being held up by the invisible hand of Softbank, Pepsi, or mexican cartels.
The issue with Regeneron that made me always unwilling to invest in it was that, unlike the legacy big pharma/biotech companies, it's one of the pure modern biotech startups that made it big as a sole biotech play, and as such its business model dictates its sole source of revenue and growth comes from high risk/high value oncology drug discovery, which more than often fails. Of all oncology drugs that end up in Phase 1, only 3.6% will end up being FDA approved, and of those approved, there's no guarantee of business success (see CART companies folding, for example). Unlike the legacy companies such as Jensen (Johnson and Johnson), GSK etc. that started off as trading companies and/or chemical manufacturing companies that actually develop and sell other shit apart from oncology, obesity, blood pressure drugs... Soap, shampoo, cat litter, cleaning products, chemicals for factories/industrial use....
UPDATE: I got filled on CART, that afternoon. It's now up 3% overnight. Looking like a delicious morning.
I got most of them when they had zero bids, but when they turn green, it comes in fast. The Roblox ones have plenty of liquidity, those ones alone will cover almost 5x of total cost for all of them. Most of them get a lot of activity in the first 20 min of the day. I bought a total of 6 EBAY ones for a $1 and sold 2 for $6 each literally like 45 seconds later to cover my cost and kept 4. I hope I can get filled on some CART ones this afternoon.
I own UBER. Just I like $CART's adverting platform and the fact they work Costco. Valuation is also much more responsible for Cart. Dash still has a TTM PE of 316 and a forward of 66. [https://finviz.com/quote.ashx?t=DASH&p=d](https://finviz.com/quote.ashx?t=DASH&p=d) Compared to Cart: [https://finviz.com/quote.ashx?t=CART&ty=c&ta=1&p=d](https://finviz.com/quote.ashx?t=CART&ty=c&ta=1&p=d) Which has around the same PEG, but trailing PE is 32 and Forward is 22 CART also has a better ROIC of the the two: [https://quickfs.net/company/CART:US](https://quickfs.net/company/CART:US) [https://quickfs.net/company/DASH:US](https://quickfs.net/company/DASH:US) CART since Sept of 2024 has returned like 14% ROIC. They also have much higher gross and operating margins.
Not a ton of names are brought up here. Feel free to bring up anything for discussion. I've been long for a awhile on $CART, been a pretty solid name as well.
1- EFX, 2 high quality business in one, one of them is earning below expectations and the other is probably gonna grow upwards of 15% in the next five years (especially under Trump). The high CapEx caused by the cloud build up is also done which will improve the cash flow and margins. I don't like their future capital allocation though but I'll hang around for now. 2- AMZN, a lot of people wrote about it. 3- ASML, AI is here to stay and you need their EUV machines to make those AI chips. They have a great pricing power and nobody can compete with them. TSMC also have no issue with transfering their price increases to their customers. 4- MEDP, Too cheap for such a high quality company with great capital allocation. 5- CART, it was too cheap when I bought it and grew to become the fifth largest. It is still fairly priced imo but I don't like the fact that the advertising segment didn't grow that much the past few years.
Waymo raised private funds late last year at $45b valuation. Remember now it's Alphabet as the parent company that owns the subsidiaries of Google and Waymo. Autonomous vehicle (AV) driving doesn't help society? It can drive day and night (assuming fuel/charge), day and night, day and night, without getting tired - can a human do that? AV driver has full 360 awareness of their surroundings, no blind spots. It doesn't need/want to drive aggressively and cut other cars off. AV driver is not distracted by a text, phone call, facetime, a cat/dog, good looking man/woman - it has a job to do and that's all it does and cares about. Do you think a human can be a safer driver? Because AV will drive at speed limit and not drive agressively, traffic will flow better and there will be less traffic and congestion. In commerical space, do you think UBER LYFT AMZN WMT TGT CART will have higher margin with human driver or AV driver for last mile delivery? There is also the company AUR working on AV freight.
My Kroger order via Instacart simply didn't show. Apparently the shopper had trouble at the checkout, and just abandoned the order. Upon reflection, I am impressed with CART's business. I must have ordered Kroger delivery via CART at least 30 or 40 times in the last several years, and this is the first time they didn't show. And only one other time were they even late. I think that is a pretty impressive success rate considering they are hiring a motley crew of part time workers. I don't own the stock. I don't know how expensive or cheap it is. I am just saying the business model is quite impressive from a customer's perspective.
You forgot DUOL, CART and IONQ.
Puts $UBER & $CART, Leaps $TSLA. Got it, boss 🫡
$CART has been on a solid little run. Nice to see $LMAT bounce back a little from earnings. Stoked on my nano cap purchase too.
*Hope the wheels don't come off CART. I have some calls.* 
Need SBUX and CART to hit heavy red today. Pretty pls
Sure, but Ive seen this backfire big time for people betting on it. Look at CART.
CART and TMDX strength continue to surprise me
I really need SBUX, AMD, CELH, CART, and LYFT to all drop violently today 🙏
Good point about UPS. Thank you! Earlier in this chat, in my reply to [Academic\_Wafer5293](https://www.reddit.com/user/Academic_Wafer5293/), I mentioned that I’m curious about the future of road, air, and sea travel. Interestingly, you brought up Walmart because I wonder how hypermarkets like Walmart will adapt. I’ve been keeping an eye on Ocado and their engineering arm, especially with their focus on fulfillment and robotics in the online grocery and distribution space. And who knows, maybe disruptors like Instacart (CART) will surprise us, too. What makes you so confident in UPS and Walmart for the long haul? Btw did you know that in FedEx’s early days, the company was down to its last $5,000 and founder Fred Smith flew to Las Vegas to gamble! :) He won $27,000 in blackjack just enough to cover the company's outstanding fuel bill! As the rumours say, it saved the company. || || |[Nasdaq](https://en.wikipedia.org/wiki/Nasdaq): [CART](https://www.nasdaq.com/market-activity/stocks/cart)|
Good point about UPS. Thank you! Earlier in this chat, in my reply to [Academic\_Wafer5293](https://www.reddit.com/user/Academic_Wafer5293/), I mentioned that I’m curious about the future of road, air, and sea travel. Interestingly, you brought up Walmart because I wonder how hypermarkets like Walmart will adapt. I’ve been keeping an eye on Ocado and their engineering arm, especially with their focus on fulfillment and robotics in the online grocery and distribution space. And who knows, maybe disruptors like Instacart (CART) will surprise us, too. What makes you so confident in UPS and Walmart for the long haul? Btw did you know that in FedEx’s early days, the company was down to its last $5,000 and founder Fred Smith flew to Las Vegas to gamble! :) He won $27,000 in blackjack just enough to cover the company's outstanding fuel bill! As the rumours say, it saved the company. || || |[Nasdaq](https://en.wikipedia.org/wiki/Nasdaq): [CART](https://www.nasdaq.com/market-activity/stocks/cart)|
Surprisingly serious, and I'm proud of us. I've spoken with a wide range of folks where I am on the West Coast, and people across the board are buying Canadian and ditching anything and everything american, from produce to streaming services. I even read a story in my city's sub about a young mother who was refusing to buy u.s. strawberries for her kids, but they couldn't afford the organic Canadian ones, and some other shoppers overheard, then bought them the strawberries AND THEIR WHOLE CART as an act of kindness for them making the choice to go without rather than buy amercian. THAT'S serious. That's Canadian pride.
Is CART the ticker for cartels?
Lots of call flows to insurance stocks, $CART, $TSLA
Short $ACHR Short $RKLB Short $CART Short $GRND Load forbidden stock LEAPS, as is customary on low IV. Just doing what the market says to do, don't blame me if I short your bullshit.
I never order with CART anymore, my Uber Eats and DoorDash has been more than wonderful and better pricing, plus I get so many deals with credit cards with them.
Rest in peace CART 🪦 #LMAO 🤌
#Rest is peace CART 🪦 LMAO 🤌
$CART all the way. Insane PE and solid financials. After the fall the price is so sexy
decided to stay cash. which is great because I was eyeing CART calls lol.
*CART has crashed and my calls will be burnt to a crisp. Dayum it man.* 
Gheybear (CART) you promised! My calls are in shambles. 
$CART Reports Q4 EPS adjusted EBITDA $252M, consensus $239.6M Reports Q4 revenue $883M, consensus $889.98M. Reports gross transaction volume of $8.645B, up 10% year-over-year, and orders of 77.5M, up 11% year-over-year. Sees Q1 adjusted EBITDA $220M-$230M, consensus $237.1M
Don’t PUT the CART before the BEAR
HD puts fucked me but they don't expire until June so I'm fine. Made out nicely on inverse MSTR calls. CART, ZETA, LEMONADE puts are next