9/11 Post-mkt TMT Breakout: $AMZN $META $TSLA rally, $MDB $CFLT $DDOG play catch up, Media tries to rally but fails, $ORCL earnings, $DELL outperforms

Let's get to it

Strong day for tech led by $TSLA (+10%), $AMZN (+3.5%) and $META (+3%). As we went into in our pre-mkt brief, $TSLA was upgraded at MS. Despite the negative twitter and buyside sentiment I received today, it did not surprise us to see the stock up double digits. In our opinion, $TSLA is a story-stock and the narrative on the stock heading into the new y…