May. 11 at 8:14 PM
$NKE it's now below every possible technical metric you can look at, so peak pessimism and priced for
$UA tier failure. Looks "expensive" compared to AI stocks but that's exactly when you rotate out into expensive-looking stocks and sell cheap-looking
$MU and
$SNDK (I mean 0.07 PEG on Micron cuz infinity money??) because estimates keep being revised lower and higher, you will run out of sellers and buyers, respectively. Reversion to the mean is inevitable.
