$1,000 follows their calls into $1,064
Jim Osman@EdgeCGroupJust got an email confidently predicting Nike at $45 by December. I'm more concerned it sees $25. That's the beauty of markets. Same company. Same numbers. Two completely different conclusions. One of us is going to be very wrong. $NKE
Jim Osman@EdgeCGroupJersey Mike’s IPO’d at $23. Nine weeks later: $16. Down 30%. Apparently the fastest thing at Jersey Mike’s isn’t making the sub. It’s destroying shareholder value. At least the Giant is still about 15 inches. $JMKE
Jim Osman@EdgeCGroupCoreWeave’s $104 billion backlog looks impressive. Its bonds yielding around 15% look more important. AI demand is real. The question is how much of the return will reach shareholders after the lenders, chip suppliers and infrastructure bills are paid. That’s where the risk is
www.forbes.comCoreWeave Bonds Are Warning Of A Bigger Problem For AI StocksCoreWeave bonds are yielding nearly 15% as inflation lifts borrowing costs, exposing the financing risk beneath the AI infrastructure boom.Jim Osman@EdgeCGroupNike is a terrible sad story. Can you imagine a world without it? Maybe … My latest . Chart @Barchart $NKE
www.forbes.comNike Stock Looks Cheap—Value Investors May Be Falling Into A TrapValue investors see Nike stock as a bargain, but falling sales, lost relevance and weak catalysts suggest the famous brand may be a value trap.Jim Osman@EdgeCGroupI’m a huge fan of $LULU, but have you seen the copies out there? Take a look on the TikTok shop. My daughter told me. Loads of options, same quality. One of many problems for the stock.
