The Best One Yet
2️⃣ “Upvote” — Our Reddit Stock Pick. Shirley Temple’s surge. Trump’s Landlord Lockout.
08 Jan 2026
Chapter 1: What is the main topic discussed in this episode?
This is Nick. This is Jack. It is Thursday, the new Friday, January 8th, and today's pod is the best one yet. This is a T-Boy. The top three pop business news stories you need to know today. I'm sorry, update on our live tour. The first show, February 25th, Austin, Texas. Jack, how many tickets are left?
Zero.
Sold out. So if you're in DC, New York, or LA, buy tickets now while you still can. Yeah, we put the links in the episode description. If the tickets are still there, I don't know, they may have sold out too by now, Jack. Really, grab your tickets now. We can't wait to see you live. But three fantastic stories for today's show. What do we got on the T-boy?
For our first story, the drink of dry January has already been crowned. It's the Shirley Temple. Jack and I will tell you why Gatorade, 7-Up, Olipop, Poppy, and like every other beverage brand, are going gaga for grenadine. For our second story, President Trump said yesterday he's banning corporate home buying in America so that families can buy homes instead.
We call it the landlord lockout because when Wall Street stops buying, there is more for the rest of us. And our third and final story. For our second day in a row, we're doing our portfolio resolutions, our three stock picks for the new year. And our second stock pick for 2026 It just got upvoted on Reddit. But yetis, before we hit that wonderful mix of stories.
Whoa, I mean, no one else is doing that mix. Love the mix of stories, Jack. The hottest show on TV right now is actually on ice. Heated Rivalry, HBO's gay hockey romance. You heard that right. Heated Rivalry, the rom-com series about two hockey players who hook up when they play each other. We're not talking Gretzky and Messier, but we could be talking Gretzky and Messier.
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Chapter 2: What is the significance of the Shirley Temple drink in January 2026?
Queer romance and crosschecks, that's what you get. Heated Romance is the number one streaming show in Canada, and has my wife suddenly claiming she's a hockey fan? She called five for fighting on that one. Perfect timing, by the way, Jack, because the Winter Olympics start in one month, and NHL players are involved in the games again.
It's going to be an exciting game, but it has Nick and me realizing Hockey's biggest mainstream moments in American history, they tend to be linked to movies. We dove into the numbers. Get this, 1992, you got the Mighty Ducks trilogy, which drove a surge in ice skating programs. And that fictional team led to a real NHL team, the Anaheim Ducks. Worth a real multi-million dollars.
In 2004, Disney hit the ice again with Miracle about Team USA. Disney also did Inside Out 1 and Inside Out 2. Yes. Where the protagonist is a hockey player.
Chapter 3: How is President Trump's landlord lockout impacting home buying?
Yes. I'm sorry, Jack. Pause the pod. Walt Disney didn't drive a car. He drove a Zamboni. You also got Happy Gilmore, Mystery Alaska, and now heated rivalry.
Chapter 4: What are the implications of Wall Street's home buying strategies?
Besties, based on our research, no sport is more dependent on Hollywood for TV ratings than hockey. The only times in my life I've ever paid attention to hockey is movies. I'll pretend I didn't hear that. And according to ChatGVT, hockey movies actually made more at the box office than basketball movies have. So hockey is the winter sport of the day, not basketball.
Add it all up, and what the league needs isn't another Alex Ovechkin, is it, Jack? Hockey needs another Gordon Bombay. And Knuckle Puck is a profit puppy. D4. Yeah. The Mighty Ducks. Six. That's a goal sound, Jack. That's a goal sound.
Let's hit our three stars. 15 years before this song, two boys from the Northeast met in a dorm. They had an idea to cause a cultural storm. It's the best one yet, but the best is the norm.
Chapter 5: What makes Reddit a unique stock pick for 2026?
Jack Nick, that's it. I don't even think they need to practice. 50%, that's a fat tip. T-Boy City on your at list. If you know, you know, cause we're ready to go. We can't wait no more, so just start the show.
Chapter 6: How is Reddit positioned as an island of realness amidst AI?
For our first story, Poppy and Olipop both launched a Shirley Temple in the same week. Oh, and 7-Up also has a Shirley Temple now. Oh, and even Gatorade? Yeah, they've got a Shirley Temple now. Shirley Temple became the flavor of the year last year because of something we call S&D. Oh, Yeti's happy dry January to all those who celebrate. Your local bar looks more like a high school dance.
Yeah, bartenders aren't celebrating. No, no, no, no, no, no, no, no, no, no. A lot of chaperones at the bar, but no schnapps. Jack, just say no to the pinot. Get this, one out of four Americans actually did dry January last year. And the number one trending non-alcohol drink for dry January, it's the Shirley Temple. The Shirley Temple, the OG mocktail.
Jack, could you sprinkle on some ingredient context, please? Well, the base is ginger ale, Sprite, or 7-Up. They all work. And then you add grenadine with some of those gorgeous cherries that are skinless and like shockingly red. I mean, you never forget your first Shirley. Remember your first Shirley, Jack? Oh, it sounds like you forgot your first Shirley. I was at Benihana.
The ship, like, threw a shrimp into my mouth. And then I was like, hey, three more for the birthday party. You washed it down with the Shirley Temple, huh? But besties Jack and I jumped in T-boy style. And the Shirley was actually invented at Chasen's Restaurant in lovely Los Angeles 95 years ago. So that child actors could drink a beverage after the shoot with their adult co-stars.
But here's the ironic twist we discovered. Shirley Temple... hated Shirley Temple. You mean the actress Shirley Temple? Yeah. In fact, she did an interview in the 1980s where she said they were just too sweet. She even sued to stop brands from using her name until her death, which came in 2014. But it wasn't until 11 years later, 2025, that brands started using the Shirley Temple name once again.
Besties, the Shirley Temple is, in our opinion and our research, the unofficial flavor of the year. Because we've never seen more companies launch the same thing at the same time as the Shirley Temple. Okay, let's whip out the whiteboard. Follow us on this one. Three days ago, Olipop, the soda biz, launched a Shirley Temple flavor.
Funny timing, because earlier that week, on January 1st, Poppy launched a Shirley Temple. We noticed Olipop made seven separate Instagram posts to hype and launch their Shirley Temple, while Poppy did nine of them. Oh, and a couple months prior, Ben Stiller launched a new soda brand with Shirley Temple as the first flavor.
Apparently, Ben Stiller, according to him, drinks three Shirley Temples at every dinner meal. And 7-Up also launched a Shirley Temple this fall. Sorry, pause the pod. Jack, before that, Gatorade introduced a Shirley Temple with electrolytes last fall. 16 Handles created a Shirley Temple frozen yogurt, and there's even a Shirley Temple influencer, the Shirley Temple King, with 250,000 followers.
The New York Times did a whole profile on this dude. He even signed with an agent. Now, we've talked about kidulting in the toy industry. Yeah, we have. Like, we covered Legos yesterday, Jack. And like, you know, adults playing with Legos, that's kidulting. But the Shirley Temple surge is kidulting in drinks. Yes, it is. It's also another concept we've noticed that we call nostalgia.
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Chapter 7: What are the trends driving the Shirley Temple beverage surge?
No, no. Reddit is unbelievably great. Reddit is unbelievably great. Now, I know, Jack, and I can tell you he has not showered since Jim Cramer hit that leg. That was a high point in our careers right there. I laminated my thigh, actually, to make sure his germs remain on me. Now, let's get into why this is our stock pit.
Bestie's Reddit was the rogue social media site, the only one back in the day without profile pics. Anonymous.com. everything. You don't tell anyone your Reddit handle. Maybe your best friend from the street you grew up on, but not even your therapist. And for 20 years, that's what Reddit was. Basically, the comment section fight club.
But in 2024, Reddit buttoned up a bit and prepared for an IPO. Got a little more corporate without alienating its power users. And since its IPO, Reddit stock is up nearly 6X. And yet, Reddit stock is still worth just $49 billion. Jack, that's not much. $49 billion sounds like a really valuable company. But compare that to Meta. Meta is worth 300 times as much as Reddit.
Sit down, stand up, and upvote that one again. That's one reason why we think Reddit is undervalued. True. The other reason we think Reddit stock is undervalued is that it's uniquely positioned to be an island of realness. in the flood of artificial intelligence. Basically, as AI floods the zone, Reddit is Noah's Ark. Now, we interviewed the CEO of Reddit, Steve Huffman, last year. We did.
And one casual but profound thing that he said, we can't stop thinking about. He said it almost in passing, but here's the quote. Reddit is for real people to talk about stuff. For real people to talk about stuff. I mean, sounds simple, Jack, right? But actually... it's increasingly rare. You might have seen the CEO of Instagram's post last week.
According to Adam Mosseri, your feed will soon be full of fake people. And according to OpenAI CEO Sam Altman, you'll stop reading human-written articles and start reading AI-ridden summaries instead. As we become overwhelmed by a world that's just artificial, AI slop, more and more people will seek out realness. And that's
That is why this year, Reddit is launching a brand new homepage with a new search bar. It thinks it can become the starting point of your internet journey because everywhere else is just artificial. For those who don't want AI results, they want human results. That is a growth narrative that we just can't stop thinking about. Now, there is business model risk here.
Reddit is not a video platform, so they may never earn the advertising dollars that YouTube demands. And Reddit is full of anonymous users, so they can't target ads as well as Zuck can. So our stock pick could be wrong. It could be wrong. But we think Reddit's realness ironically makes it a hidden artificial intelligence winner.
And Steve Huffman, if you're listening, let us know what you think in the comments. And Steve Huffman, if you're listening, thanks for giving me possibly the coolest thing about me. This is so cool. My Reddit handle is Jack. So Jack, what's the takeaway for our buddies over at Reddit? Reddit should change its ticker symbol to real. R-E-A-L. Guess who else wants human results these days? AI.
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