Summary

• Last week was filled with explosive market action, insightful news, and new timely opportunities in market rotation.
• Markets pushed to fresh highs across major indexes with strong breadth, leadership, and declining volatility, keeping the overall trend firmly risk-on with only a modest overextension. However, some cracks are forming beneath the surface.
• Here we take a look at the insightful news and new timely opportunities that occurred last week, because they both inform the answer to the Amazon vs. Oracle challenge and a whole lot more.

By Geoff Bysshe

Last week felt like the Kentucky Derby of earnings season, especially if you listened to or read the earnings call transcripts of the big tech stocks I’ll review below.

Last week’s

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