CMG & ASML Under Pressure
1. $Chipotle Mexican Grill(CMG)$
Consumers are probably a little bit weaker than a lot of people think.
CMG Chipotle's transactions were down 2.3%, and American Airlines withdrew full-year guidance and said Q2 revenue will be down 0.5%, despite a 3% increase in seat miles.
Tariffs could break the consumer.
I understand how important ASML is, but with China chip controls and TSMC trying to reduce its dependence, is this now a no-growth company?
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