Jon Quast

Its sales are struggling in the U.S.

China hasn't quite delivered as much growth as the company had hoped for.

Is this a bear to hug, or should we run from this bear, Lou?

Consulting firm Gartner has been a long-term market beater, ticker symbol IT, but the stock has been cut in half so far in 2025.

The company has lowered its guidance more than once, and investors are worried that AI is essentially disrupting this entire space.

Lou, are you going to hug this bear?

So next up, we have Supermicrocomputer.

And

This stock is actually up in 2025, up about 30%.

But I wanted to bring this one to the table for the hug-a-bear segment here because about 19% of its shares are sold short.

In other words, investors will make money if this stock goes down.

That's actually a very high percentage of short shares.

interest for a stock that is a constituent of the S&P 500.

I thought this would be a good one here to talk about.

What do you think about Supermicrocomputer, Lou?

I'm about to say some words that have rarely been said on this show.

Chipotle Mexican Grill stock is down 50% year-to-date.

Right now, it's trading at about 27X its earnings.

That is actually the cheapest it has been in a decade.

Emily, I want to know, is this a bear that you hug at a once-in-a-decade valuation?