Portillo’s $PTLO restaurants in Texas are averaging 4.08 stars out of 5 on Google Reviews, the lowest rating out of all the states they operate in.

Heavy weight truck (14,000+ lbs) sales are known to be a leading indicator for recessions. Latest monthly data ending Aug ’25 shows truck sales to be ~422,000 units, the lowest level in four years.

Intel Corp. $INTC up roughly +70% YTD, outperforming $AVGO, $TSM, $AMD, $NVDA, and $QCOM.

I added to my position in $PTLO. Read about it here: open.substack.com/pub/aklanresea…

The last time the U.S. government shutdown, the S&P 500 finished ~7% higher by the time it ended. That said, gov’t shutdowns have historically had a marginal impact on SPX returns. $SPY $VOO

There are currently ~65 GW of planned utility-scale battery storage projects in the U.S. and roughly half of those are located in Texas.

I closed half of my position in Warner Bros Discovery $WBD today. My cost basis on remaining shares is ~$6.90/sh.

There is currently ~120 GW worth of planned utility-scale solar projects in the US. Total operating capacity is expected to exceed 250 GW by 2029. #solar #renewables

Air travel in the U.S. remains robust. Most recent TSA passenger throughput data (7-day average) shows there are ~2.71 million travelers (+9.5% y/y).

Utilities grapple with a multibillion question: How much AI data center power demand is real cnbc.com/2025/10/17/ai-…

PG&E 2026 profit forecast beats expectations amid strong power demand reuters.com/business/energ…

Sweet tooths rejoice! #Halloween is this Friday! The price for #cocoa, the key ingredient in #chocolate, is down -46% YTD.

Newly opened $PTLO restaurants are getting lower Google Review ratings than the companywide average of 4.32 stars.

$PTLO set to finish lower for the 6th consecutive trading day. The company reports Q3 earnings on November 4 before market open.

Reddit reported 116 million daily active users in Q3. On average, the company is generating ~$5 in revenue per user (+41% y/y). $RDDT +12% pre-market.

Latest weekly data shows U.S. gasoline demand (4-week avg) to be 8,688 Mbpd, down ~430 bps from the long-term average. Lower gasoline demand over the last few years has been driven in part by higher fuel efficiencies, EV adoption, and shorter commutes due to remote work. #OOTT

Below is a list of notable job cuts for 2025/26. $UPS alone has laid off ~48,000 this year. A foreboding omen? Or normal corporate restructuring? #Layoffs

$PTLO Q3’25 Recap Slightly Negative. Revenue of $181.4mm is in line with consensus expectations. Adj. EBITDA came in at $21.4mm vs. street estimates of $21.7mm… Read more about my take here: aklanresearch.substack.com/p/q325-portill…