Aug. 27 at 7:21 AM
$EXPE $ADM $PCG $TKO $NTAP Expedia benefits from travel demand, Archer-Daniels-Midland remains tied to agricultural markets, PG&E benefits from regulated utility demand, TKO benefits from live-sports and entertainment rights, and NetApp benefits from enterprise data and AI infrastructure spending. I'm watching travel bookings, commodity prices, utility regulation, media rights, and enterprise AI capex.