Buy ETN by Aug 10, 2027.

I don't have any new picks to share - MCD, DKS, and DG are all just sort of hanging out since I picked them up a couple weeks ago - and I don't have a ton of cool DCF analysis to compute fair value. But when you consider what's fair value in the first place, remember, hyperscaler capex is like a massive stimulus fund, concentrated into a few sectors, and is showing zero signs of slowing down. Uncle Google and …