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Upside Surprise

MRKT Matrix

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Expedia

Long Expedia, short Airbnb. I think that's a really fun trade. You can wait until after the report. We don't try to get too much in front of these sorts of things. The S&P futures are making a little bit of a flag above those December highs. So looking constructive, we're talking about what does a meaningful technical breakout?

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