(https://www.cnbc.com/2026/06/11/wall-street-sees-one-clear-winner-from-the-world-cup-gambling-boom.html) as the World Cup winner because they're the obvious play—but that's exactly why it's priced in. The actual edge is in companies that control the *venue ecosystem* where betting happens: MSG (Madison Square Garden) and DIN (Dine Global) are sitting on customer data assets that DraftKings has to *buy access to*.

Research these companies