FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ

Deregulation is cracking FICO's mortgage-scoring moat while AI-agent hype is compressing multiples across travel, apparel, and payments compounders.

• Nike's slide continues: Greater China revenue fell 22% (down ~40% over five years), FY27 EPS guided to $1.15-$1.35 vs $2.10 in FY26, and price-to-sales hit a historic low of 1x.
• OpenAI funding worries: Targeting $30B raise at a $1.4T valuation just months after raising over $100B, with projected cumulative negative free cash flow of $280B through 2030 — hosts flag the smaller raise size as a red flag.

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