Diya Iyer and Tony Zipparo react to Nike (NKE) earnings. Diya’s firm has an A+ rating on shares and says the quarter shows its Win-Now strategy is helping improve the business. “Still probably, there is some more to go,” she adds, especially with tariff impacts higher than expected. Tony thinks the turnaround will take “another year or two” and calls the chart technicals the “one bright spot” of the report.