TMTB EOD

We’ll start with earnings then go onto our market recap:

Earnings – Great: MSFT Mixed: SNAP GOOGL TXN

MSFT (+5%): Very solid print with key number Azure coming in at 28% cc (buyside 26-27%), showing acceleration like we called out in our preview.  We await the guide on the call. I took half off the table to book profits on our long earnings trade. Buyside…