The Pros and Cons of Shorting VF Corp

Abercrombie and Abercrombie are the latest brands to be targeted by a conservative boycott. The North Face ad is surely going to go viral as well, but it's not likely to have much of an impact on VF Corp unless it starts to go viral. Dave: I think we're again now deeply in the AI investing super cycle where people are going to run up anything associated with AI beyond any sort of reason or rational valuation.