Coupang (CPNG) & Nike (NKE): 2 Stocks Down 50% That We Still Like

Emmet and Mike each pick a stock that's been hammered, down at least 50 percent from its highs, and make the case for why the sell-off has gone too far. Emmet starts with Coupang (NYSE:CPNG), often called the Amazon of South Korea, built around a Rocket Delivery network that gets orders to customers in as little as 15 minutes. Shares have been cut in half since a major customer data breach last November triggered regulatory fines of roughly $410 million, but Emmet digs into the most recent numbers, including payment volume and active user counts, to make the case that the damage to the actual business has been far smaller than the stock price suggests.

Mike then makes the case for Nike (NYSE:NKE), which has fallen even further from its highs and is being removed from the S&P 100 index this month. He walks through where the strategy went wrong, drawing comparisons to brand missteps at Michael Kors and Under Armour, and explains why he still sees a path back for one of the most recognized logos on the planet.

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Stocks Mentioned:

• Coupang, Inc. (NYSE:CPNG) — Emmet's pick
• NIKE, Inc. (NYSE:NKE) — Mike's pick

0:00 Intro: Skipping Next Week & AI Slowdown Talk3:35 Emmet's Pick: Coupang, the "Amazon of South Korea"15:29 The November Data Breach & Its Fallout17:22 Coupang's Q2 2026 Results24:40 Has Coupang Actually Recovered?28:36 Mike's Pick: Nike's Turnaround Story31:06 What Went Wrong: Nike's Strategic Missteps45:20 Nike vs Coupang: Market Cap & Valuation47:54 The $10,000 Split: Coupang or Nike?52:15 Outro