+26% 10 days MU $166. Buying the cup and handle Micron Technologies Charts from Investors.com IBD

New story on Crumbl posted. The company has publicly acknowledged its sales challenges and is working to improve marketing. One such plan: To start offering a zero calorie dirty soda and a thin chocolate chip cookie for $1.99 later this week. But sales continue to be weak. "October was a disaster," one franchisee said. One six-unit franchisee has filed for bankruptcy and some others are trying to get out. And then I'll just include the segment below. restaurantbusinessonline.com…

Since 2009, the Packers are 11-1-1 against the Cowboys.

The Packers' dominance over the Cowboys continues 🧀

For those wondering whether the Brewers $2,000 World Series get-in prices can hold, here are the most expensive World Series get-in prices in recent years, measured ~90 minutes before first pitch: $1,455 - 2024 Yankees at Dodgers Game 2 $1,377 - 2025 Dodgers at Blue Jays Game 7 $1,376 - 2024 Dodgers at Yankees Game 4 $2,000+ is not impossible, but these are some historical benchmarks worth keeping in mind.

A reminder that Denver's First Interstate Towers (~1 MILLION sq ft) sold for $3.2 million - a STUNNING $3.30 per sq ft The two tower office complex sold for $112M in 2008 - an INSANE 97% collapse in value Here's the crazier part: The buildings were reportedly valued at $200M in 2019 w/ one of the towers undergoing MAJOR renovations in 2022, just a few years before the sale And these aren't just any buildings either - they sit in the heart of DT Denver and one was once the TALLEST building in the city The destruction of value in the US office market right now is truly unprecedented Stay tuned and follow @TripleNetInvest for more updates on the office market meltdown

The Next Great AI Bottleneck Isn't a Chip. It's Permission. Everyone is looking for the next $NVDA. But I think investors are overlooking a second AI infrastructure boom hiding in plain sight. For the past three years, AI has been a story about physical bottlenecks. Not enough GPUs. Not enough memory. Not enough electricity. Not enough optical bandwidth. Not enough advanced packaging capacity. Companies like $ASML, $VICR, $COHR and $LITE have become increasingly important because they help solve those constraints. But AI is entering a new phase. We're moving from AI that answers questions to AI that actually does things. Agents won't simply summarize your emails. They'll initiate payments, approve purchases, negotiate contracts, access corporate databases, manage inventory and execute business processes. And that creates an entirely new problem. Who gives an AI agent permission to act? Think about it. An enterprise might eventually employ 50,000 people but operate 500,000 AI agents. Every one of those agents could require an identity, permissions, access controls, monitoring and an audit trail. What happens when an agent changes jobs? When an employee leaves? When an agent tries to access confidential information? When two agents execute conflicting instructions? Suddenly, identity and governance aren't just cybersecurity features. They become essential infrastructure for the entire agent economy. And some very interesting companies are positioning themselves to control it. $MSFT owns Entra, one of the most important enterprise identity platforms. $OKTA specializes in independent identity and authentication. $SAIL governs who—or what—should have access to sensitive systems. $NOW sits at the intersection of enterprise workflows, approvals and automation. And now $WDAY is entering the battle. Workday recently argued that HR systems are the original source of identity. They know who employees are, what roles they perform and how organizations operate. Management believes that gives it a powerful opportunity to govern the AI agents working alongside those employees. That's an intriguing argument. But here's where the investment opportunity gets really interesting. These companies may not be competing for exactly the same dollar. Workday could establish an employee's organizational identity. Microsoft or Okta could authenticate an agent. SailPoint could govern its access. ServiceNow could orchestrate its actions and record approvals. In other words, an entire infrastructure stack may emerge around autonomous AI. And unlike some physical bottlenecks, this one might become MORE important as technology improves. Faster chips can relieve computing shortages. More factories can relieve memory shortages. But the more autonomous agents become, the more important security, identity and governance may become. Of course, the winners aren't guaranteed. Large platforms could bundle these capabilities, and not every agent will require a separate paid identity. Still, I think the market may be underestimating the scale of the opportunity. The first phase of AI was about building intelligence. The second phase is about giving that intelligence the authority to act—safely. The companies controlling that authority could become some of the most important tollbooths in the AI economy. Everyone is asking who will build the smartest AI agent. I'm increasingly interested in who controls what that agent is allowed to do. $MSFT $OKTA $SAIL $NOW $WDAY That's a bottleneck worth watching.

The Brewers are in the NLCS despite being in MLB's smallest market and ranking 19th in payroll. This is their baseball ops, research, and data team.

BREAKING 🚨: Commercial Real Estate Office Delinquency Rates have soared to their highest level in history, surpassing even the peak of the Global Financial Crisis 👀

🚨 NFL HISTORY The Green Bay Packers have now beaten the Chicago Bears 110 TIMES, including playoffs! The FIRST team in NFL history to record 110 wins against a single opponent. 🤯