NEW YORK (Real Money) -- Sometimes you just say, "I don't have an edge," and you just take a seat and watch the action unfold. That's how I am approaching Twitter's (TWTR - Get Report) report tomorrow. I just think there are too many factors at work to be informed both about how the company's really doing and how the company's stock is going to do with that report.
All through this earnings period we have seen the stocks of companies go higher that beat on the top and the bottom lines, meaning companies that exceed revenue and earnings estimates, and then guide higher for both sets of numbers.
Companies that beat only on the top and bottom lines, but didn't guide up have not done well if they have moved higher ahead of the report. Companies that have failed to beat on the top line and guided down -- let's call that the Xilinx (XLNX) example -- have been crushed to smithereens.
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