Poonam Goyal

If you looked at the numbers closely, you know, it was down a lot this quarter.

So there's added pressure for Nike as we move into the near term, the fiscal fourth quarter and even into their early fiscal 2027, which I think has caused some skepticism on whether the turnaround will take now even longer.

If you looked at the numbers closely, you know, it was down a lot this quarter.

So there's added pressure for Nike as we move into the near term, the fiscal fourth quarter and even into their early fiscal 2027, which I think has caused some skepticism on whether the turnaround will take now even longer.

If you looked at the numbers closely, you know, it was down a lot this quarter.

So there's added pressure for Nike as we move into the near term, the fiscal fourth quarter and even into their early fiscal 2027, which I think has caused some skepticism on whether the turnaround will take now even longer.

When I look at what's happening, it's kind of unbelievable if you look at the demand of what you're seeing already with AI, but the lion's share of that demand is still yet to come in the middle of that barbell, and that will come over time.

I think it's a big wake-up for people that, you know, maybe this isn't actually going to be an enduring asset.

They need to invest, right?

We know that Amazon has to continue to invest in cloud services.

It needs to invest in AI.

So there's a lot of catch-up that needs to be done here.

I think the long run narrative here is still good.

The underlying results were solid across both AWS and retail.

They need to invest.

We know that Amazon has to continue to invest in cloud services.

It needs to invest in AI.

So there's a lot of catch up that needs to be done here.

I think the long run narrative here is still good.

The underlying results were solid across both AWS and retail.