jasperlawler

COVID Tech vs. RoW Tech vs. Reopening Stocks

TVC:SPX   S&P 500
After the big drop Thursday, this is a quick 3-month performance review of some of the classic names that fit into each of these 3 groups
We can see that COVID tech (Tesla, Zoom, Plug Power) sold off, reopening trades (cruise lines, banks) rebounded and in the middle were some tech favourites that fared a little better (Alphabet, Twitter etc)

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