Lyft: Claiming U.S. Share Growth Vs. Uber As FCF Jumps

Lyft remains undervalued as investors overlook its strong execution and improving fundamentals amid broader market AI enthusiasm. LYFT's bookings growth now outpaces Uber, signaling market share gains despite recent stock underperformance. Substantial free cash flow generation with minimal capital needs positions LYFT as a compelling hedge against AI-driven market risk. I reiterate my "Buy" rating, seeing current weakness as a value-buying opportunity given the disconnect between fundamentals and share price.

As the stock market continues to hover around all-time highs, my investing focus is clear: I'm rotating a large chunk of my portfolio toward small- and mid-cap stocks whose rallies have little to do with the broader AI theme, which gives me additional protection