This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP Christine Short are joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses Q2 earnings season for tech, and while Rob thinks there are still opportunities in enterprise tech names such as HubSpot (HUBS), Workday (WDAY), Zendesk (ZEN) and Splunk (SPLK), Sean sees more short opportunities for some of these stretched names. His latest pair trade idea, a la shorting Snap (SNAP) and longing Twitter (TWTR), is to go short Zillow (ZG) and long Redfin (RDFN). The Roundtable wraps with a discussion on everyone’s favorite consumer tech names which include MindBody (MB), Groupon (GRPN), and Align (ALGN).