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TMTB Morning Wrap
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TMTB Morning Wrap

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TMT Breakout
Jul 19, 2024
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TMTB Morning Wrap
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And we’re back! QQQs +15bps. NFLX +1% print was inline-ish although several things for bears to pick at. CRWD -12% getting hit after system outage. AMZN -1% as Edgewater saying Prime was only flat y/y although Yip also out this morning saying Prime Day up 9-10%, which seems more reasonable. Outside of that, relatively slow news day before the earnings rush truly begins next week.

Good to be back! Looking forward to next week when things will pick up dramatically.

Let’s get to it…

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