Travis Hoium

It's table stakes for them.

Not at all.

For open AI or perplexity, it would expand the pie.

A browser would expand the pie.

But for Alphabet, it's table stakes.

They need to retain Chrome users.

That is the search portal that drives their business, especially those logged in searches.

I mean, they need to retain those ad dollars.

Everything they're doing here, in my opinion, is fighting for territory that they've already acquired and held onto for the better part of the past decade.

Yeah.

To be clear, I like their product a lot, but they need it.

They need it.

It's not extra.

They need it.

Yeah, the stock on my radar this week is a company called Mama's Creations.

The ticker is M-A-M-A.

I wish I could take credit for finding this one myself, but it was actually brought to my attention by analyst Sam McDeo here at the company.

And they're a business that make and sell fresh food that's sold in the deli section of your local grocery store.

They also have distribution shops like Costco, as well as some convenience stores like Sheetz.

This is not frozen food, okay, Dan?