Grab a 40% discount on your Horizon subscription here or go to mywallst.com/about/horizon and use the discount code HORIZON40 — but hurry, there are only 50 spots up for grabs!As online gambling become legal in more states across the U.S., there are rumours abound that Disney-owned ESPN is set to ink a big deal with DraftKings. What would this deal look like exactly, and how big of a boost would it give both companies?In this episode, we also discuss:Why chipmakers like AMD and Nvidia are in for more trouble with new export restrictions against China.The biggest thing investors need to keep an eye out for this holiday season — excess inventory.And Mike pitches us the latest cybersecurity company on his watchlist — Palo Alto Networks.MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast. Hosted on Acast. See acast.com/privacy for more information.