They Said Buy

Company dossier · NKE

Nike (NKE)

One company. 3 voices on record. Follow each creator’s timeline to see the full context.

Close · 2026-10-19
$37.21
Creators on record
3
Dated quotes
29

The short version

Jeremy Lefebvre was bullish throughout, disclosing Nike buys in September 2025, April 2026 and May 2026 and giving a $120 three-year base case in April 2026; in September 2026 they admitted the position had done awful but said they had lost zero conviction. Everything Money said in December 2025 that they owned Nike, called it a great business at a reasonable price in January 2026 and listed cash-secured puts on it in April 2026, but warned in September and October 2026 that the business had really gotten worse. Sven Carlin's view shifted: they saw significant upside in November 2025, called it very risky with a low return in March 2026, said "buy more at 40" in August 2026, then said in October 2026 that it would not enter their diversified portfolio. These are dated public statements from the videos linked on this page, not a complete record or a recommendation.

Summary of the quotes on this page as of ; newer quotes are listed below.

Who said what?

Each result starts at the creator’s first directional forecast, or first quote if there is no forecast. Starting dates differ; compare the context as well as the numbers.

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Also named on camera by

Creators without a timeline on Nike who named it in at least three of their videos since Oct 2025. Each line links to one such moment.