$FICO

FICO's rebound is a technical deadcat bounce; fundamentals are intact but price action is driven by punishment for not bending the knee to Trump.

“The Morning After Micron, Jobs Tomorrow, Iran LACKS Progress.”
Meet KevinPublished Oct 1 · 7 passages

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2:3474:40

Same for Google and uh FICO coming back from the dead. Look at that. All the way down to 586 just to come up 5% today.

Interesting to see uh FICO bottom out. Let's go take a quick look at what FICO's valuation is after their collapse. Uh I still think they are heavily punished for not bending the knee to Donald Trump and that's why Bill PE is up their butts.

I'm not sure why and what's going on there, but they people are coming after them. And so I wonder if some of this buying is just uh technical move or if it's uh fundamental driven fundamentally driven.

Let's find out. It is trading for 15 times earnings. I mean forecast growth is actually still decent at this company. It's trading for about a one peg.

Right? So FICO's net margins, by the way, are like 39%. That's really good.

Like, people are like, "Oh, well, FICO is so cheap." Really? Because Broadcom's 30% cheaper with better margins. It's actually kind of wild.

So, he says Micro is textbook definition of market manipulation. Why? just because people decide, hey, you know, it's uh growth is peeking out. That's what it is is people think growth is peeking out for these.

FICO's got its probable deadcat bounce.

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Meet Kevin has only this one call on this stock.

2026-10-01This one
Same for Google and uh FICO coming back from the dead. Look at that. All the way down to 586 just to come up 5% today.
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