Warring: Nike is pretty well insulated from tariffs with its global business

All right, your price target on Nike 75 bucks. The consensus is about $80.50%. Why are you less bullish than the rest of the of your peers when you say that you actually believe the turnaround's in full swing and you're seeing signs of real progress.>> Yeah, you know, the the main case for us is that, you know, a lot has been priced in here. You know, we've seen um you know, shares pretty much trading at 40 times for you know, next 12-month earnings um and then 30 times, you know, two years from now earning ...