Jan Rogers Kniffen and Zach Warring react to Nike (NKE) earnings. Jan thinks long-term investors sees an early-stage turnaround and may be “taking positions as we speak.” On the other hand, short-term investors see a lot of uncertainty and may not be interested. Zach likes “other names in the space” and expects its turnaround to take longer than people think. Jan disagrees, anticipating a faster than expected reversal.
Trading 360
19 Dec 2025
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