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Jack of All Trades: High Stakes SKORE 05.12.2026

CPI 3.8% hottest since May 2023; real wages negative. Qualcomm −13%, SOX −5%. UAA −14%: FY2027 EPS $0.08–0.12 vs. $0.23 est., Iran $35M cost, North America −8%, restructuring overrun $305M. On Holding crushed with record margins. SKORE: UAA 3.6 Sell.

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Jack of All Trades: High Stakes SKORE 05.12.2026
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