Jul. 28 at 9:09 PM
Yields firming up post-Logitech's Q1 beat, but the Q2 guide is the trade.
$LOGI starts the session on defense, with
$QQQ vs
$IWM still favoring quality over cyclicals. Strong print, soft forward sales, and that gap matters because semis/peripherals need demand to hold after the quarter. Heading into the next update, the guide remains under pressure.
