$Nike (NKE.US)$ Everyone chasing AI names at ATH while $NKE might be the sleeper China recovery play.
Trump’s China trip includes major US CEOs and the market may be underestimating what improved US-China sentiment could mean for beaten-down consumer brands.
Nike is still ~45% off highs, sentiment is washed, and expectations are low.
Doesn’t need perfection. Just stabilization + improving China demand narrative.
$Invesco QQQ Trust (QQQ.US)$ $Alibaba (BABA.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Consumer Discretionary Select Sector SPDR Fund (XLY.US)$ $iShares China Large-Cap ETF (FXI.US)$

$Grab Holdings (GRAB.US)$ Opportunity of a lifetime to get cheap leaps.

$Palantir (PLTR.US)$ With semiconductor earnings approaching and prices at all-time highs, the key question is where capital rotates after profit-taking. The answer may seem almost too obvious.

$Tesla (TSLA.US)$ With semiconductor earnings approaching and prices at all-time highs, the key question is where capital rotates after profit-taking. The answer may seem almost too obvious.

$Palantir (PLTR.US)$ PLTD price tomorrow?