Source Post

European Stocks Crash in Q1! Time to Buy?

Playing FTSEApr 15, 2026

The creator discusses the poor performance of European stocks in Q1, highlighting both strong performers like Xtralis and ASML, and significant laggards such as Klarna and Adyen. They are considering portfolio changes, with Wolters Kluwer being a potential new addition due to its recent downturn, while Carl Zeiss Meditec and Safran are candidates for removal.

Linked Mentions

Tickers discussed in this post

NVOBearishHigh ConvictionSignal-backedSecondary

Novo Nordisk has continued its terrible performance, down 29% in Q1, reinforcing the decision to cut losses.

ASMLNeutralMedium ConvictionSignal-backedSecondary

ASML is mentioned as a strong performer in the semiconductor space, doing well in the current quarter.

Linked Signals

Tracked calls opened from this post

NVO
sell opened Apr 15, 2026
-9.16%