NKENike, Inc.

Been eyeing $NKE  since it’s down 50% and yeah, the chart looks like a steal. But once I dig in, the math just isn’t mathing.

It’s still trading around 36x earnings, which is actually above its historical average… while revenue is flat to down. That’s weird. Usually when a stock gets wrecked, the multiple compresses. Here it feels like we’re paying a premium for shrinking earnings.

Feels like a classic value trap until earnings actually bottom. Personally waiting closer to $45 for a real margin of safety.

Anyone buying here or is this just dead money till 2027? 

$NKE is cutting 775 employees, mainly at U.S. distribution centers in Tennessee and Mississippi, as it accelerates its use of “automation.” The move comes as CEO Elliott Hill works to turn around the company after years of slowing sales and shrinking margins. Will automation change the future of work at $NKE?

Nike $NKE has been experiencing some inventory problems and lack of growth, but the brand is not dying. Turnarounds take time, and consumer cycles count. It could be opportunity in the making for those who are patient. 
Would you be waiting on a brand such as this, or do you need something with quicker momentum?

Hunch Buying techniques on the highest percentages will actually loose.  $NFLX $CMG $NKE $TTD $TSLA $IRDM $ACHR $RR $SPY $GDLC $SNPS $NVDA $TGT $FTNT $PLUG $PATH   $MRNA  These are the stocks that right now , which i see based on certain factors, fundamentals and technical prices can be  a ideal investment. 

Portfolio Snapshot – Strategy & Rationale

This portfolio avoids chasing short-term percentage gainers. Positions are built around durable leaders, selective growth, and asymmetric technology bets, with controlled exposure to mega-caps.

Core / Quality Tilt (not over-weighted):

• NFLX, CMG, NKE – Proven execution, pricing power, brand durability

• SNPS, NVDA – Infrastructure beneficiaries of long-cycle AI adoption

• SPY – Market baseline, volatility buffer

Growth & Tech Expansion:

• TTD, FTNT, IRDM – Scalable platforms with recurring revenue and niche dominance

• TSLA – Optionality across energy, autonomy, and manufacturing efficiency

Asymmetric / Emerging Tech:

• ACHR, Richtech Robotics (RR), PLUG, PATH – Early-stage or turnaround plays where downside is defined but upside is non-linear

Thematic / Diversifiers:

• MRNA – Platform biotech with pipeline optionality

• TGT – Cyclical recovery with valuation support

• GDLC – Digital asset exposure without single-coin risk

This is for informational purposes only. Always perform thorough research and consider your financial situation before making investment decisions. Consider revising it with your own advisors based on life events.

 Investments carry risks, and you may lose value, including your principal investment or your investment might become zero.

It's interesting to see the CEO of $NKE buying shares, especially when the company is navigating some market changes. Insider purchases often signal a strong belief in the company's future turnaround plans. What do you all think this means for $NKE going forward?

$NKE’s been kinda all over the place lately. Stock was up about 1.6% during the day, but then it slipped to around $61 after hours, which feels… telling.

I still think $NKE is a monster brand long term they know how to innovate and stay relevant. But right now the market clearly isn’t fully convinced about growth and valuation.

So I’m stuck between two thoughts:

Is this dip a decent spot to start building a position, or is it smarter to wait and see if it gets cheaper?

Would love to hear how others are thinking about $NKE at these levels buy the fear or stay patient?

It's interesting to see $NKE get a nice boost after Tim Cook's share purchase, especially with the challenges the stock has faced this year. Do you think this kind of insider confidence is a good sign for their turnaround, or is it more of a short-term sentiment lift?