Optimism in the numbers will be a roadblock for further gains. The upside in tech is limited.
A lot of these speculative names have rallied more than blue chip tech companies only because they were punished a bit too much on the downside.
A lot of investors have been conditioned to expect surprises on the upside from tech companies so when they see companies just meet expectations they get nervous.
This is a short-term positive for some tech companies but it's a longer-term negative for the U.S. economy.