Nick Martell

So Jack, what's the takeaway for our buddies over at MSG?

In real estate, it's all about the veto.

Yetis, America's law and order holds property right right up there with life and liberty as the most important thing.

And Madison Square Garden Entertainment, the $7 billion publicly traded company, owns the arena that is blocking this mega project.

And only, only if they agree to move across the street will the new Penn Station ever become a reality.

That's why, regardless of which developer and which plan gets chosen by Amtrak and the Trump White House, it will only happen if MSG Entertainment gets a humongous check, like billions of dollars, and gets a brand new arena in the world's richest city and capital of live entertainment.

MSGE, as it's called, is already one of the greatest entertainment stocks.

I mean, totally, Chad.

They own the New York Knicks, the New York Rangers, and they're hosting Harry Styles for 30 shows this year, starting in May.

But Madison Square Garden also owns the veto to renovate Penn Station.

And that veto is very valuable.

Jack, could you whip up the takeaways for us to kick off the week?

TikTok US is not owned by China anymore.

It's owned by a consortium of mostly US investors.

Burger King asks, where's the beef?

We're asking, where's the algo?

Because it's actually still in China.

For our second story, Diet Coke is out, Coke Zero is in.

99% same product, very different consumer reaction.

Yeah, it's like the parent trap.