This week has been choppy, however the Nasdaq and several key stocks such as NFLX and AMZN have outperformed. Into tomorrow, I’m not looking for a whole lot – I’d like to see the ES trade to 2800, and preferably break that resistance up above. We will see what happens, but after that a breather in the markets will give us just what we need to set our sights on several key names to the long side. I will be focusing on the cloud, tech and gaming industries into the next earnings season.

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