The $ASML Holding NV(ASML)$ has just reported its Q3 26 earnings. The results were a big relief for the AI trade. While Q3 net sales narrowly missed its target at Euro 11.7 billion, ASML raised its full annual sales forecast for a 3rd consecutive time to between Euro 44 billion & Euro 45 billion.
The final hurdle is the impending CPI inflation print. A hotter than expected inflation reading may crush the equity valuations.
To navigate this volatile landscape, the worst thing that an investor can do is to panic sell or over leverage a position based on pure momentum.
Hold onto your existing winners and keep your powder dry until the CPI smoke clears.
@่ๆฟ่ฎฉๆๆฅๅๅธ @TigerStars @Tiger_comments @Tiger_SG
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