Stocks going for their best week of this year led by discretionary utilities and health care and how about nike today. Investors are simply loving that news. Kevin, nike doesnt pay much of a dividend, but they are rocking today. Wonderful thing that happened. We were so concerned after macys and nordstrom blew up thinking its all over. Consumers dead. No low cost energy dividend. Where is it . Now we see the light, the green chutes. As you said, it depends where you are expecting the consumer to go. Not going macys. They continue to buy stuff from nike and ufshdarmour and other retail names. Abercrombie, footlocker, ross stores. Its a story that you cant say about macys. I think when you look at a nike, its important to say, hey, there is a vibrant consumer story here. Not to extrapolate that out and say i want to oent rtx. Thats probably not going to work. It hasnt worked all year. Feeling pretty good about that. Thats one of the considerable longs in our portfolios. Weve been constru
Nvidia: We Were Right About Data Center And AI (NASDAQ:NVDA) seekingalpha.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from seekingalpha.com Daily Mail and Mail on Sunday newspapers.