CART – Between Amazon’s Crosshairs and a Prime OpportunityMaplebear Inc.BATS:CARTlitwizardInstacart (CART) popped to ~$51 after strong earnings but sold off fast when Amazon announced a grocery delivery push. Investors fear Amazon could undercut prices and steal market share. History shows Amazon plays two games: Direct competition when they have home-field advantage (very possible here in the U.S.). Partnerships when a rival has unique reach or relationships (e.g., Grubhub, Knuspr in Germany). CART’s drop reflects the “Amazon as competitor” fear — but if a partnership or integration ever happens, the stock could quickly re-rate higher. Key Levels: Support: $39–$40 zone from prior consolidation Resistance: $46–$48 short-term, then $54 if bullish catalyst hits Trade Ideas: Swing long on dip: Buy near $39–$40 for a bounce toward $46+ Momentum long: If partnership/integration news hits, target $54+ Short bounces: If Amazon doubles down on direct competition, fade rallies into $46–$48 Risk: Very headline-driven — a single Amazon or retailer announcement could move CART 10%+ in a day.