Last week was ugly.

During times like these, your first reaction may be to sell everything. However, the last thing you should do now is let your emotions take over, join the panicky crowd, and dump your stocks.

Instead, you should remain disciplined in your tech investing strategy.

After all, being in the market when it goes down is much less painful than being out when it goes up. If you pull out now, you run the risk of missing out on the inevitable rallies that will produce double- and triple-digit returns in the stocks you now hold.

But first, I want to address a question I’ve been hearing a lot.

At the start of this year, I told you that various “ignition points” continue lining up to create one of the greatest tech-profit cycles of all time.

Moreover, I’ve been saying that the U.S. economy is in sound shape – and poised to take our tech stocks even higher.

Now, after stocks have fallen nearly 7% over the past five trading days, you might be thinking I’m ready to change my analysis.

Not a chance…

Here’s what else I’m following…

The Story the Numbers Tell

The empirical data I’ve seen over the past few days only reinforces my belief that our economy in good shape.

Let’s start with the jobs numbers that crushed forecasts. The United States added 292,000 jobs in December, a figure that is more than 25% higher than forecasts.

Not only that, but the U.S. Labor Department revised October and November jobs numbers upward by 50,000, making the fourth-quarter monthly average about 284,000 new jobs. Unemployment remained at 5%.

The percentage of working adults rose to 59.5%. At first, that may sound weak, but it’s the highest level in more than six years. And the average 10.5 weeks of unemployment fell to a seven-year low.

Auto sales, a big driver of economic growth, had a strong December that capped a historic year. All told, consumers bought 17.5 million new cars and trucks, the highest on record.

The Consumer Confidence Index also rose last month. It now stands at 96.5, up roughly 4% from November’s level.