🚨This Market Dip Just Created the BEST Buying Opportunity of 2026 (Here's the Data)

Reasoning: Nolan identifies Nike as a "quality turnaround," currently around $44 a share, dramatically down about 73% from its all-time high of $179 in 2021. The reasons for its struggles include a 12% drop in China sales and a slow, frustrating turnaround under the new CEO. Despite this, Nolan sees a buying opportunity, emphasizing that it's a "wide moat global company mid-turnaround." He points to early positive signs like 3% North America revenue growth and beating earnings last quarter (though partly due to a one-time tariff recovery). The 2026 World Cup is cited as a massive catalyst. Morningstar rates Nike a four-star "undervalued" with a fair value "more than double the current price." Nolan cautions that management's guidance is still flat, indicating it's a turnaround in progress, not a finished comeback, but believes investors are "buying one of the strongest brands in history at a fraction of its peak."

Reasoning: Nolan describes Meta as another "quality compounder on sale," trading around $583, down about 26% from its August 2025 high near $787. The dip is attributed to Meta raising its 2026 capital spending guide to $125-145 billion, nearly double the previous year. However, Nolan emphasizes the strong core business: Q1 2026 revenue grew 33%, operating income was up 30%, with a 41% operating margin, making it "one of the most profitable advertising machines ever built" funding AI from a position of strength. Meta trades around 18 times forward earnings, which Nolan considers "cheap for Meta." Morningstar rates Meta a four-star, "moderately undervalued" with a fair value around $850 against its current price. Nolan expresses his affection, stating he "loves" the name.

Reasoning: Nolan states Microsoft is a "quality compounder on sale," currently around $390, down about 27% from its October 2025 high of $538. The dip is due to Wall Street's nervousness over substantial capital spending (projected $190 billion this fiscal year, up 61%) and higher memory chip prices adding a $25 billion cost hit. However, Nolan highlights strong underlying growth: Azure and cloud grew 40%, and AI revenue run rate hit $37 billion, up 123% year-over-year, indicating spending is meeting real demand. He notes Microsoft trades around 21 times forward earnings, which is the low end of its range in years. Morningstar rates Microsoft as "significantly undervalued" with a five-star rating and a fair value around $600, calling it "maybe the best core stock bargain in the market today." Nolan expresses his affection, stating he "loves" the name.

Reasoning: Nolan identifies I ran as another "speculative name" with high risk and potential upside, currently around $39, down nearly 50% from its November 2025 high near $76. The bull case is its pivot from Bitcoin mining to AI cloud services, utilizing its existing power and data center infrastructure, anchored by a $3.4 billion Nvidia cloud contract. Nolan describes it as owning "the real estate of the AI boom." However, he lists several risks: fear that Meta expanding its own AI cloud could squeeze pricing for smaller players like I ran, management granting itself a large stock grant that shareholders disliked, and its continued movement with the price of Bitcoin. Nolan reiterates that this stock is speculative and volatile, capable of massive drawdowns. He states that he "invests very heavily" in I ran because he believes in it long-term, but strongly advises that if investors decide to own it, it should be a small portion of their portfolio to mitigate risk.

Reasoning: Nolan presents Lululemon as another "quality turnaround" and "one of the cheapest on the market," trading around $118, down roughly 77% from its late 2023 high near $511. The fear surrounding the company is due to a cut in full-year guidance, tariffs pressuring margins, and soft sales in the Americas for several quarters. Despite these struggles, Nolan highlights its "dirt cheap" valuation at 9-10 times earnings, which is less than half of what the S&P 500 trades at and significantly below Lululemon's own historical multiples for a premium brand. He points to strong fundamentals like gross margins around 55%, roughly $1.5 billion net income, almost no debt, and long-term international growth runway. Morningstar pegs its fair value around $295 against the current price near $118, indicating a big discount. Nolan acknowledges that broader Wall Street is more cautious with a "hold" sentiment, making this a name requiring "higher conviction." He views it as a "deep value" opportunity.

Reasoning: Nolan categorizes Applied Digital as a "speculative name" with the highest possible upside but also the biggest risk, currently around $34 a share, down roughly 30% from its May 2026 high near $50. He positions it as a "picks and shovels" play on the AI boom, as it builds AI data center capacity and has signed major leases with Coreweave, crossing more than a gigawatt of contracted capacity. Wall Street's average price target is around $73, more than double the current price. However, Nolan explicitly warns of significant risks: Applied Digital is not profitable, burned around $720 million of cash in a single quarter (indicating it can't fund its buildout independently), and approximately 69% of its contracted revenue is tied to one customer. He emphasizes that this is a high-risk, volatile stock, advising viewers to "size it accordingly." Nolan states that he "invests very heavily" in this company because he believes in it long-term, but stresses it should be a small portion of a portfolio.

Reasoning: Nolan mentions CME as an example of a stock flagged by Investing Pro's AI model, which uses over 50 financial signals and has historically outperformed the S&P 500. The tool identified CME as currently undervalued with a 13% upside to reach its fair value, validating it as a top pick by hedge fund-level data. Nolan used it to demonstrate the tool's capabilities rather than a personal recommendation.