$TKO - TKO is executing well on its business integration strategy, with the stock hitting $200 and management expressing strong confidence in continued execution
$EVENTS - Live events are positioned as the contrarian bet against AI, as people will increasingly seek human connection and experiences as AI transforms work patterns
$TSLA - Tesla's robotics capabilities are impressive, with robots that can work 24/7 without HR issues, representing a major advancement in automation technology
$LODGING - Hotel bookings are significantly up on Thursdays, reflecting the shift to three-day weekends and changing work patterns that benefit hospitality
Bearish:
$MEDIA - Traditional media consumption patterns are disrupted as work schedules shift to three-day weeks, with drive times now concentrated between 11am-4pm for errands rather than commuting