and while the world may run on hoka, the ai revolution does not.t forward to today, and after the sell off, and deckers now sells for under 27 times forward earnings, there's a simple reason for this. wall street doesn't tolerate high valuations if the growth rate is slowing down. deckers was indeed priced for perfection and it didn't deliver perfection, didn't deliver flawless support. the stock it just got torched. all right. so is it a golden opportunity to buy or is it a sign of more disappointment? despite all the fear that a sell off generates, it's important to take your emotions out of the equation to see whether it's worth buying the stock now. i can come up with a few reasons to believe that this pullback is overdone. for starters, management here is notoriously conservative. they love to under-promise and overdeliver. additionally, demand for uggs is still strong. they just don't have enough merchandise. once management restocks their inventory, unless everybody bought something else, sales should normalize. despite the worries about a p

. >> they going to hoka. are they going to have some real competitors there? and nike is. >> just. >> not giving us like. >> a. >> light at the end of the tunnel there, which is really the problem. and, you know, citi is. >> not the first one. >> i think there's. >> a minority. >> of analysts. >> who are bullish. >> on the stock. i mean. most people don't expect this to go anywhere in the near term. so i. >> think that should be that big of a surprise. >> like maybe. >> this goes. >> somewhere, but i can. >> see it on the street. just watch people walk around. there's many. >> more of their competitors. >> and. >> you'll see it day to day. it's fascinating. >> yeah, absolutely. i mean, i think it takes a while. and the ceo was talking about how he's got to sort of flush out the apparel that they don't think went well, and then they've got to reorder and restart and get all of those distributed. they're reworking on their vendor relationships. and that takes a while. right. >> so i just think it's fascinating how the street interpreted a sell side meeting that

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hoka is growing 23%. like the story? >> josh, we were just talking about i'm a nike guy. josh, i know you're a nike guy too. i'm never switching from jordan. steph's jump ship all the way off. >> the ship. >> all right. that is for halftime. the exchange starts right now. >> thank you very much, frank. and welcome to the exchange i'm kelly evans and here's what's ahead. tariffs are so 24 hours ago. today wall street is back in love with growth stocks like meta and palantir. in fact palantir has. >> now. >> soared 300%, including today's huge earnings pop in just the past few months. but one of our guests says there's something about their business that gives her pause. she'll explain in just a moment. plus, think about these numbers for a second. 17 the number of companies who split. >> their stock last year, 25% is the. >> average return on those stocks a year later, 39 is the number of companies. bank of america. says could be. next is netflix one of them? their analyst joins us. >> with the who, the why. >> and the when. >> and our. >> guest downgrading this retail nam