Delivery and rideshare stocks have strong demand and growth, says Bernstein's Nikhil Devnani

As 2Q earning season gets underway, can these names deliver. Our next guest raised his price target on both door and Uber. Two names that our own Jim Kramer, by the way, says are the winners in a winner take all category.With us now is Nick Devani. He's senior US internet analyst at Bernstein. Nikil, did we miss the run or is there still a lot left to go here.Well, first off, thank you for having me. Appreciate it. Um, no, we think there's still more to go here.uh we're relatively constructive as we look at ...