+26% 10 days MU $166. Buying the cup and handle Micron Technologies Charts from Investors.com IBD

Penalties & Penalty Yards (Weeks 1 - 7, pre-MNF) GB leads the NFL by a wide margin in penalty yards, while MIN and IND have been the most disciplined.

Guess which one was called intentional grounding?

8 roughing the passer calls against the Packers (28 other teams have 3 or less) 0 roughing the passer calls on hits to Jordan Love (the most hit QB in the NFL)

Griffin thinks GPUs are a commodity: "GPUs, like airlines, have a very low marginal cost to run... the moment you have overcapacity, pricing goes into freefall." Ken Griffin's bear case is supply passing demand in a business where the next unit costs almost nothing to serve, the same setup that took telecom pricing straight down after the 2000 fiber buildout. He thinks every AI return model in use today assumes that never happens. $NVDA $AVGO Citadel CEO Ken Griffin Says AI 'Almost Certainly' in a Bubble; Trump Has 'Mixed Scorecard', Bloomberg Podcasts, October 21, 2026

Occupancy has been high nationally for senior living. bizjournals.com/southflorida…

Robin Yount threw out the first pitch wearing a Bob Uecker jersey ❤️ (via @MLB)

SPCX should be up 30% today. Here’s a great example of how Wall Street discounts what Elon says. Bottom line, analysts cut the low end of his guide in half. Last night he said they’ll exit 2027 with $500B-$1T in revenue run rate. I believe Elon implied the low was based on adding 10 GW of compute in CY27 and the high end 20 GW. My take is there’s a 75% chance they add 10 GW, and 2% chance of 20 GW. So we should focus on the low end, or $500B in ARR exiting 2027, or $125B in Dec-27. Before earnings, the Street was at $31B for Dec-27. He guided to $125B or 300% increase. $SPCX is up 12% on that. It should be 30% plus today. This morning the Street is at $50B. Since many analysts have yet to update numbers, we look at those that have made changes, and those are at around $70B, compared to the “guide” of $125B. That’s the 50% haircut.

New story on Crumbl posted. The company has publicly acknowledged its sales challenges and is working to improve marketing. One such plan: To start offering a zero calorie dirty soda and a thin chocolate chip cookie for $1.99 later this week. But sales continue to be weak. "October was a disaster," one franchisee said. One six-unit franchisee has filed for bankruptcy and some others are trying to get out. And then I'll just include the segment below. restaurantbusinessonline.com…

Since 2009, the Packers are 11-1-1 against the Cowboys.

The Packers' dominance over the Cowboys continues 🧀

For those wondering whether the Brewers $2,000 World Series get-in prices can hold, here are the most expensive World Series get-in prices in recent years, measured ~90 minutes before first pitch: $1,455 - 2024 Yankees at Dodgers Game 2 $1,377 - 2025 Dodgers at Blue Jays Game 7 $1,376 - 2024 Dodgers at Yankees Game 4 $2,000+ is not impossible, but these are some historical benchmarks worth keeping in mind.

A reminder that Denver's First Interstate Towers (~1 MILLION sq ft) sold for $3.2 million - a STUNNING $3.30 per sq ft The two tower office complex sold for $112M in 2008 - an INSANE 97% collapse in value Here's the crazier part: The buildings were reportedly valued at $200M in 2019 w/ one of the towers undergoing MAJOR renovations in 2022, just a few years before the sale And these aren't just any buildings either - they sit in the heart of DT Denver and one was once the TALLEST building in the city The destruction of value in the US office market right now is truly unprecedented Stay tuned and follow @TripleNetInvest for more updates on the office market meltdown

The Next Great AI Bottleneck Isn't a Chip. It's Permission. Everyone is looking for the next $NVDA. But I think investors are overlooking a second AI infrastructure boom hiding in plain sight. For the past three years, AI has been a story about physical bottlenecks. Not enough GPUs. Not enough memory. Not enough electricity. Not enough optical bandwidth. Not enough advanced packaging capacity. Companies like $ASML, $VICR, $COHR and $LITE have become increasingly important because they help solve those constraints. But AI is entering a new phase. We're moving from AI that answers questions to AI that actually does things. Agents won't simply summarize your emails. They'll initiate payments, approve purchases, negotiate contracts, access corporate databases, manage inventory and execute business processes. And that creates an entirely new problem. Who gives an AI agent permission to act? Think about it. An enterprise might eventually employ 50,000 people but operate 500,000 AI agents. Every one of those agents could require an identity, permissions, access controls, monitoring and an audit trail. What happens when an agent changes jobs? When an employee leaves? When an agent tries to access confidential information? When two agents execute conflicting instructions? Suddenly, identity and governance aren't just cybersecurity features. They become essential infrastructure for the entire agent economy. And some very interesting companies are positioning themselves to control it. $MSFT owns Entra, one of the most important enterprise identity platforms. $OKTA specializes in independent identity and authentication. $SAIL governs who—or what—should have access to sensitive systems. $NOW sits at the intersection of enterprise workflows, approvals and automation. And now $WDAY is entering the battle. Workday recently argued that HR systems are the original source of identity. They know who employees are, what roles they perform and how organizations operate. Management believes that gives it a powerful opportunity to govern the AI agents working alongside those employees. That's an intriguing argument. But here's where the investment opportunity gets really interesting. These companies may not be competing for exactly the same dollar. Workday could establish an employee's organizational identity. Microsoft or Okta could authenticate an agent. SailPoint could govern its access. ServiceNow could orchestrate its actions and record approvals. In other words, an entire infrastructure stack may emerge around autonomous AI. And unlike some physical bottlenecks, this one might become MORE important as technology improves. Faster chips can relieve computing shortages. More factories can relieve memory shortages. But the more autonomous agents become, the more important security, identity and governance may become. Of course, the winners aren't guaranteed. Large platforms could bundle these capabilities, and not every agent will require a separate paid identity. Still, I think the market may be underestimating the scale of the opportunity. The first phase of AI was about building intelligence. The second phase is about giving that intelligence the authority to act—safely. The companies controlling that authority could become some of the most important tollbooths in the AI economy. Everyone is asking who will build the smartest AI agent. I'm increasingly interested in who controls what that agent is allowed to do. $MSFT $OKTA $SAIL $NOW $WDAY That's a bottleneck worth watching.

The Brewers are in the NLCS despite being in MLB's smallest market and ranking 19th in payroll. This is their baseball ops, research, and data team.