Weekly Playbook – Has the bear market rally run its course? | Alpha Insights
The bear market rally off the June 17th low appears to have hit maturity.
Key earnings, include GOOG, MSFT, META, AAPL & AMZN [22% of the S&P market cap]. Expect disappointing guidance.
Sector: Semiconductors are interesting from the short-side.
Top picks: Long SCI, Short META.
Mehdi Sunderji, Director, OETV
Jeffery Huge, Founder, Alpha Insights