Tourette type of market
Getting kinda used...
The biggest event of the weekend was obviously the massive performance of Lewis Capaldi at Glastonbury, where the audience helped him overcome and sang him through his issues. What a moment! We sympathize with everyone having Tourette and extra much so right now as we feel that we are having it as well - it is becoming very repetitive with market themes and we say things we really do not want to say. With that as an intro & disclaimer; here we go again.
Somebody to have, somebody to hold
Tech fundamentals outshine the rest of the pack. Revenue growth consensus estimates for the next few quarters. Tech crushing it.