TMTB Notice: I will be on vacation from 4/13 - 4/20

Just a heads up that I will be gone from 4/13-4/20 for some R&R before we head into the heart of earnings season. There will be a morning note Friday but no weekly this weekend.

I’ll leave the TMTB Chat open to all. The quality of discussion has been really good the past few weeks and I’m happy to see so many getting value out of it. I think it’s becoming one of best places on the web to discuss TMT ideas.

Please be mindful and follow posting guidelines:

• No need to ask why a stock is up/down if just under or outperforming by < 1-2%;

• Be mindful of sell-side/others content - TMTB Chat is not a place to ask for research notes or to post full notes. Limit screenshots. Follow my morning notes as an example of how to summarize/pass along something in accordance with fair use guidelines.

• If starting a new thread, try to add some value/context to aid in the discussion instead of just asking for everyone’s view on a stock. For example: Instead of “what does everyone think of NFLX earnings”; …