Travis Hoium

He's acquired a lot of the growth, some of the investments that he's made in things like the metaverse and even artificial intelligence tools and hardware hasn't really paid off.

When you hear us talking about John wearing Ray-Ban AR glasses, that's when you know things have really turned the corner.

I don't think we're quite yet there, are we, John?

Just kind of sat up there.

Kind of doing it on vibes.

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.