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Let's get to some of today's trending tickers. Let's start here with Lift because those shares sinking today after Bank of America doubled downgraded this one. So, the unusual double downgrade, uh, on Lift Paul talking autonomous driving says, uh, substantial AV risk, especially Waymo's rapid expansion and SF and LA, lack of scalable AV partnerships, they call out, uh, and launching near term for Lift. Says, losing confidence in near-term upside as recent pricing headwinds seem likely to continue to impact margins.

Yeah, it's hard to imagine how Lift can lift its way out of these, uh, you know, major concerns that, uh, Wall Street has about the company. I mean, it's been known for some time that Lift doesn't have the diversification that Uber does. More than pure player.

Which, yeah, yeah, Uber, uh, you know, of course, having Uber Eats helping it there, uh, Waymo, of course, is huge competitive force now. But also Tesla, I mean, we, you know, forget that Tesla is making big inroads, obviously, in autonomous driving, which could also hurt Lyft. It's, it's hard to imagine Lyft, you know, coming back anytime soon unless it really makes some efforts to diversify, I think.

Stock now down nearly 40% over the past 12 months, by the way. I'm just looking at B of A, so the double downgrade, just looking at their target, 1050. That's what they tell clients. All right, next up, we're taking a look at a few retailers. Let's check out those names, specifically BJ's Wholesale Club, Best Buy, RH, CD upgrading BJ's to a buy, calling it a relative winner in the tariff war CD downgrading, though both Best Buy and RH to neutral. So, just looking through this, basically listen, it's Trump tariffs, he says, Paul. So, no surprise here. They, they're looking over their coverage universe and they're, they're saying this changes our view of the retail space. Concerns that we've been talking about all show is what they're talking about. They got consumer spending concerns, recession risk, R risk here, they call it for big, uh, ticket retailers for, for guidance and forecast. Uh, risk for names, specifically RH, they downgrade, that went to neutral. They talk about sourcing exposure to Vietnam, China, Indonesia, uh, target goes to 200 there. Also downgrades Best Buy to neutral, talking about comparable sales risk. That target goes to 70.

Yeah, I mean, RH, I think, uh, you know, any concerns about what might happen in a broader economy and the housing market, that could be a problem. Be interested to hear what the CFO Wayfair has to say about that coming up. But, you know, Best Buy, electronic sales also likely to get hit pretty hard by Tires. I found it very interesting, though, that a company like BJ's gets upgraded, yeah, to a buy. You have to wonder, you know, competitive, uh, you know, uh, versus Walmart with Sam's Club, are they going to be gaining market share or is this a rising tide lifting some of those discounters overall? I mean, is this good news for Costco, good news for Ollie's bargain outlet? But, you know, there's been a lot of concerns that on the ultra low end, the dollar stores have been hit really hard. So, consumers might be feeling a little bit more inclined to save, but not go deep discount.

So, they do take, uh, BJ's, uh, to buy. They talk about the defensive growth appeal of the business. They talk about, especially in this current consumer landscape, with the tariff worries, defensive exposure, target there, they go to 130.