Can These Three 2025 Losers Turn It Around?

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 29 December 2025

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

We look back to look forward and predict whether three of 2025's biggest disappointments can turn it around in 2026. Can Super Micro Computer (NASDAQ: SMCI), Lululemon (NASDAQ: LULU), and Nike (NYSE: NKE) get back to beating the market? Tom King, Travis Hoium, and Tim Beyers discuss: - How losing faith with auditors cost Supermicro. - Whether fashion trends favor Lululemon. - The 2026 challenges facing Nike CEO Elliott Hill. Companies discussed: SMCI, LULU, NKE Host: Tim Beyers Guests: Tom King, Travis Hoium Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Can these three losers become winners in 2026?
0:08.0	You're listening, Motley Fool Money.
0:11.0	Welcome, Fools. I'm your host, Tim Byers. And with me here are two of my fool colleagues, Travis Hoyum, Tom King. Travis, I'm emphasizing you because you haven't been on with me. Usually it's you hosting.
0:32.9	Yeah, I'm sitting in a new seat here. I like putting the pressure on you. I appreciate that.
0:39.0	Friends, we're here to review some big losers from 2025. So super microcomputer, ticker
0:45.1	SMCI, Lulu Lemon, ticker Lulu, and Nike, ticker NKE. They were on decaf this year, friends,
0:53.9	inflicting dreadful returns on those who've held.
0:57.0	Today we're going to talk through each of these companies and then make a prediction about
1:00.7	whether they can turn it around in the new year. And if so, what will winning look like?
1:06.1	So if you are ready to dive in, Tom, we're going to start with Super Microcomputer.
1:12.9	So for those who do not know, Super Microcomputer is like a reseller. They make servers,
1:21.5	and those servers are customized by Super Micro. They have big relationships with
1:27.8	Nvidia.
1:28.7	They have relationships with AMD.
1:32.0	And so they kind of build the chips.
1:34.3	Then they build the motherboards
1:35.7	and they customize these things for big customers,
1:38.1	particularly big data center customers.
1:40.5	They have really close relationships with these suppliers,
1:43.1	particularly with the chipset suppliers.
1:45.7	And that had been really good business, Tom.
1:50.6	But in 2025, the big boogeyman was Ernst & Young.
	...

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