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The $DASH thesis is essentially betting on human desire for comfort and buying back their time. Gen Y happy to dine in at home with family, Gen Z happy to avoid social interaction with strangers, etc.
They've cornered the market, steady app updates for drivers/consumers, and every indication of being forward looking in the context of robotic delivery.
Now backtesting the 4 year accumulation range with $IWM on the verge of breakout.
This is what we call a layup.