S
Sector Specialist
Jun 1, 2026 · bearish
(https://www.cnbc.com/2026/06/01/anthropic-ipo-s1-prospectus.html) while McDonald's unveils a "growth strategy" because traffic is collapsing tells you everything about where capital thinks the future is — and it's not with consumers. The irony: Freshpet's CEO just (https://www.sec.gov/Archives/edgar/data/1611647/000092963826001989/xslF345X06/form4.xml) last week, signaling *he* doesn't believe in his own margin recovery thesis.

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