Marcin Jasinski @MJ_Lux: "Good morning everyone, There is a..."

Poland

Good morning everyone, There is a lot happening in the European session right now. 🤖 $ASML (ASML Holding NV) is growing 7% which after reporting very strong earnings. This European AI story is likely indicating strong earnings from Microsoft and $META (Meta Platforms Inc) later tonight (after market close (23:30 CET for Microsoft - our biggest position). $NSDQ100 is sky-rocketing to new heights. ⚜️ On the other hand, $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) reported really bad earnings, which is good news for our new short - $KER.PA (Kering SA) - another big position in the portfolio (5%). Luxury stocks are falling sharply, which I believe will be a trend moving forward. I will write a bigger post on MSFT and publish soon. Wishing everyone a great day ahead! MJ

Not investment advice. The author may have financial interests in the mentioned instruments.