This earnings season was definitely a mix of wins and lessons. A few calls played out right, but there were also some surprises in earnings season where the market reacted differently than expected.
Biggest takeaway for me is to not just focus on the numbers but also on forward guidance and sentiment—those seem to move stocks just as much, if not more. Overall, I’d say my scoreboard is balanced, and the reflection is clear: stay disciplined, and don't chase!
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