here with our trace is gina sanchez, she is a cnbc contributor. shares on the rise after reporting q1 results yesterday that showed growth in travel demand. that stock moving higher today. gina, what's your trade? >> so booking is one we like. we hold currently in our portfolio. and this is one that has shown strong stock growth. if you look at the general trend, there has been a ton of revenge travel that has been helping companies like booking.com and they have seen growth in both hotel bookings and airline bookings. we're probably going to see a slowdown in the next year as we go from post pandemic catch-up to just normal markets. >> all right, so, from priceline and open table and kayak to a different story for expedia, which is airbnb, expedia hotels.com, those shares are on the decline, hitting a five-month. they blame vacation rental weakness in vrbo. what is the trade on expedia? >> this is a problem of a challenged company model which is vrbo. that is, you know, what was a great booking market for literally every other company doing bookin

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here with our trades is gina sanchez, a cnbc contributor. welcome. shares were up big after announcing its openai partnership, 85% increase so far rivaling nvidia. i think it's a super cool idea, and potentially lucrative for reddit. you say it's artificial ignorance. talk about that. >> yeah, if you think about the business model of reddit, it is really dependent on a whole lot of free contributors. in fact, an army of free contributors that are putting information and information isn't necessarily well fact checked, great information. sometimes it's just information. it gets -- goes into the echo chambers and beis picked up by artificial intelligence. you are what you eat and the same is ingestion into a.i. bad information begets bad information. it's not just artificial inrance but artificial inbreeding of information. >> interesting. >> memorable phrasing there, gina. thank you. >>> we asked you to give us a big cap play in a.i. and maybe not surprisingly you chose nvidia. >> yes, this is the biggest of big cap names in the space. it is really, r

gina sanchez, chief market strategist.d to see you again. >> thank you. >> let's start with instacart. uber's ceo between the two companies. uber's most significant growth opportunity is in the suburbs . strength for instacart. reporting a loss this quarter but the stock is up year-to- date 50%. would you own in here? >> we are actually not owning in here. this is one that we think still has to prove its metal and profitability. until we see that they have demonstrated sustainable profitability, and i think this consumer downturn, although apparently neither uber or lyft show that opinion, we will likely see a sustained downturn in the consumer later this year. that is when we will find out what cart is made of. >> it is so hard to have to wait for that to come when you know it is coming but i guess you stay on the sidelines for now. where does that leave tapestry? the parent company of coach. they are battling. investors are keeping an eye on what is going on with spending but what you do, given what, what you do with tap