This week on the Estimize Roundtable, Estimize's CEO, Leigh Drogen is joined by Sean Udall, an independent trader who publishes a technology strategy report and was previously a risk manager for a major financial company, and Nick Colas who spent 8 years covering autos at Credit Suisse and has a wealth of knowledge across many aspects of the market. Today they discuss reactions from the first half of this earnings season and look forward to the second half.