Next week? With China's clarification today that there are no new export restrictions to spark Trump's tariff firestorm, I'd lean buy on the dip—targeting resilient names like domestic-focused industrials or AI leaders less exposed to China supply chains, as the panic looks overblown and history favors quick rebounds from these trade tantrums.e849dd Hold if you're already long on broad ETFs, since fundamentals (Fed cuts, solid earnings) are intact and consumer sentiment's dip is more noise than signal.e500c6 Sell only if you're over-leveraged or in China-heavy plays like semiconductors—trim to cash and wait for VIX to chill below 20 before re-entering. Overall, this feels like October's classic "spookiness" that sets up a V-shaped bounce by Thursday if Trump stays quiet.a3384f What's your portfolio tilt—going aggressive or playing it safe?Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
