TMT Breakout - Weekly recap: $DELL new AI play, $SHOP/$AMZN tango, Media plummets on $DIS/$CHTR, PC recovery takes hold, $TSLA narrative builds
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TMT Breakout - Weekly recap: $DELL new AI play, $SHOP/$AMZN tango, Media plummets on $DIS/$CHTR, PC recovery takes hold, $TSLA narrative builds
Focus shifts to Citi and GS TMT conferences this week
What happened this week in TMT:
Lots of interesting news and movers in TMT this week. Overall, very good week for Tech with QQQs up 4% and ARKK up 6.5%. We saw some weakness in large-cap tech on Friday as growthier names played catch up and now ARKK YTD (up 40%) barely trades QQQ YTD (up 42%).
$DELL absolutely crushed earnings - stock opened up 7% on Fr…
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