Jul. 5 at 11:56 PM
Summer travel setup starting to heat up again.
$TRV and
$EXPE both showing constructive tape as we move into peak demand season.
$TRV has been showing strong relative strength over the past couple weeks ahead of mid-July earnings. Momentum staying intact, and if trend continues, ~
$400 remains a longer-term upside reference point.
$EXPE also starting to coil - structure suggests a potential move toward the
$300 area if travel demand holds and buyers step in on dips.
Seasonal tailwind + improving price action = sector worth watching into summer expansion phase.