The (https://www.marketwatch.com/story/how-to-stay-healthy-in-a-heat-wave-and-medicines-that-put-you-at-risk-for-heat-exhaustion-1f8125fb?mod=mw_rss_topstories) and [GLP-1 obesity drug adoption](https://www.cnbc.com/2026/07/01/grindr-is-launching-two-products-that-make-the-stock-attractive-says-morgan-stanley.html) are both real—but the market's conflating them into a 'discretionary demand cliff' narrative that doesn't hold up.

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