Nike
Nike is a brand whose products most of us have used at some point, especially those of us over 30
And honestly, it’s a shame to see the stock of such an iconic brand fall this much
Some people thought it would stop at $50, others at $40, yet yesterday it closed at $36.64, a price we haven’t seen since 2014
And the worst part is that there’s a reason the decline is continuing
The company’s fundamentals are trending downward, while the stock is trading at a Forward P/E of 21
At a similar valuation, you can find companies that are actually growing, such as Nvidia, Meta, American Express, and others
I hope the company eventually finds its footing and the stock finally finds its bottom
TSMC
TSMC reported a 53.3% year-over-year increase in August revenue
The world’s largest chip manufacturer can barely keep up with demand for chips... and the money that comes with it
For the first eight months of the year, revenue is up 39.3% compared with the same period in 2025
As a reminder, TSMC holds a 72.5% share of the global chip manufacturing market
From a technological standpoint, it is far ahead of many of its competitors, such as Intel
At least for now
Everything points to chip demand increasing rapidly, and TSMC is perfectly positioned to benefit from this trend
Visa and Mastercard
We spend our days trying to find the next stock that will benefit from the AI era, while other companies continue doing what they’ve been doing for decades
I’m talking, of course, about Visa and Mastercard, both of which hit all-time highs a few days ago
Both companies continue to operate like well-oiled machines, steadily improving their fundamentals while also increasing the amount of capital they return to shareholders
Both stocks are trading at a Forward P/FCF below 30, which, in my opinion, is a very reasonable valuation given the consistency and stability they have demonstrated
At this rate, card payments could become the only option over the next few years. We’re already seeing this happening in Greece
What do you think of these two as investments?
