Travis Hoium

Yeah, that's what I wanted to ask you about.

He gets absolutely no love here.

And no love from the market, to be fair.

Shares are down 10% as we started recording today.

Let's move on to restaurant stocks.

This is an area that has gotten absolutely clobbered by the market, which I tend to think means there's maybe some buying opportunities, but it's also possible that things like GLP-1s are going to change the way that we eat forever.

I've given you five stocks.

John, I'll start with you.

Cava, Chipotle, Starbucks, Portillo's, and Texas Roadhouse.

Who do you got bronze, silver, and gold?

Do we have overexpansion problems with both of them too?

This is a pretty empty podium from Lou.

Apparently everyone has been disqualified.

But now I want a Kava bowl.

All right, let's go to our final list, the 2026 potential IPOs.

We have SpaceX slash XAI, whatever they're going to be called in the future.

Canva, the potential Adobe disruptor.

Jersey Mike's, which just hit the news wires over the past week or so, so that could be potentially interesting if they do go public.

Strava, they've been talking about IPOing for a while, and also Discord.

John, you're going to go first again here.