Because many frequent flyers are using ridesharing platforms to go to the airport (and back), a reduction in the total addressable market here may lead to lower demand for Uber. Although the skyrocketing inflation of last year heavily impacted ridesharing and food-delivery platform Uber Technologies (NYSE:UBER), “revenge travel” – stemming from collective cabin fever during the worst of the pandemic – lifted sentiment this year. As a result, I am neutral on UBER stock.