9/5 Post-market TMT Breakout: $AAPL, $TSLA rally, $PINS rally, GS TMT recap

$QQQs ended slightly up while $ARKK climbed 1%. Despite a generally bearish twitter feed and shaky economic news, we continue to see constructive price action in individual names. This continues to be a great stock-picking environment and generally stocks are acting like we would expect them too. Good prints and good news are being rewarded and negative news or lack of inflections in fundamentals are being met with stocks that are lagging. It's hard to be too bearish when I see $SPLK up 8 days in a row, $GOOGL close to new highs, $DELL ripping 20% on Friday, and the big 7 with decent price action and charts and nothing fundamentally that wants to change that; however, have-not stocks such as $ETSY, $DIS, $CHWY continue to trade near lows. Big dispersion.

Trading Thoughts/News/Px Action/Trades

We called out stronger $PINS August Data this morning from JPM in our morning note and stock finished up 4% after opening flat with the stock available to buy down 50bps pre market. DL growth …