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Doesn’t matter if your clique is the nerds, the stoners, or the cool kids. When it comes to Meta's (META) smart glasses, the refrain is the same: “You can’t sit with us!”

Monopoly Events, which runs Comic-Con conventions across the UK, banned every wearable recording device, after celebrity guests said strangers were filming them at the autograph tables. Now, guests who get caught wearing a pair will forfeit their tickets, plus any autographs they already paid for.

Meanwhile, Burning Man updated its 2026 survival guide to specifically spell out that smart eyewear counts as a camera. In other words, attendees are required to ask permission before hitting record.

Facebook may not need to be popular with the kids to stay profitable. But when it comes to wearables, Mark Zuckerberg should’ve taken notes from Anna Wintour. It helps to be in vogue.

— Brooks & The Street Sheet Team

Stocks slipped across the board last week, despite a slight rebound on Friday. The bond market drove the risk-off. The national debt crossed $40T on Tuesday, and despite countermeasures from the US Treasury, the 30-year yield landed at 5.3%, its highest level since 2007.

Nvidia (NVDA) reports this coming Wednesday, and the 40 analysts covering the name have lowballed its numbers for four quarters running. The same day brings Core PCE, the Fed's preferred inflation gauge, which slowed to 3.7% in July. A big day for markets.

Every AI data center needs two things nobody is making more of: land and power.

The industry is hitting hard limits on both, and the buildout schedule keeps slipping because of it.

One company has stopped competing for either. Yet its CEO still told staff he expects AI to account for 99% of the company's value within four to five years.

That’s a grandiose contradiction. But the company has a proportionately cutting-edge workaround in mind.

The name, the ticker, and the case sit inside this week's Street Sheet Research report.

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Corporate buybacks are notable because they actually shrink the share count.

The Treasury's version simply retires old bonds and sells new ones to cover the cost. Hence why the national debt crossed $40T the same day the buyback doubled to $4B a pop.

A refi by any other name would smell as fishy…

PE sponsors buy companies, load them with debt, polish one good quarter, then hand the whole thing off to the public, as close to the top of the cycle as they can get. The incentives are not exactly in our favor.

Fun fact: the average floor price of a Bored Ape Yacht Club NFT has fallen roughly 97% from its all-time peak in May 2022.

So, uh, wait… should we be buying the dip?

A pivot this big usually lives in a slide deck for years. This one is already showing up in the financials.

One report. One name. One ticker you can act on today.

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The FDA posted a dozen outbreak investigations in the last two months alone, the worst stretch in at least five years. On a totally unrelated note, the agency shed nearly 4,000 employees in 2025.

Bearish for food producers, fast casual chains, and consumers’ microbiomes.

But, on the bright side, very bullish for Toto Ltd.

The gigawatt-powered equivalent of an algorithm that sees you bought a refrigerator and decides it’s a good time to show you… more refrigerators?

AI can read massive sets of advertising data. But when it comes to converting it into actionable insights, it doesn’t always understand the assignment.