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TMTB: Morning Wrap Part 2
Covered most in Part 1 here earlier, but some few remaining items…
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TMTB Morning Wrap
QQQs +30bps have sold off this morning despite being +1%+ on reports that China and US will hold their first confirmed trade talks this weekend in…
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TMTB EOD Wrap; AMD ALAB ANET LITE UPST First takes
QQQs -93bps. Fed expects continue to price in close to 80bps worth of cuts. Yields fell 2-4bps across the curve.
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TMTB Morning Wrap
QQQs -1% following through from yesterday’s weakness which broke Tech’s 10D win streak.
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TMTB EOD Wrap
QQQs -60bps. Yields rose 1-3bps across the curve as Fed expects now sit at only 3 cuts for the full year with the next cut not anticipated until 7/30…
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TMTB: PLTR First takes
PLTR -2%: Looks very solid with Q2 Revs guided to 38% y/y vs street at 33%
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TMTB: Earnings Cheat Sheet Week of May 5
Cheat Sheet w/ Bogeys:
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TMTB Morning Wrap
QQQs -1% to start the day as Trump calls for tariffs on foreign made movies.
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TMTB Weekly
Happy Sunday.
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TMTB Mid-day Wrap
QQQs +1.8% continue to show remarkable strength as today’s rally is very broad-based following better than expected jobs report (what recession?).
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TMTB: Morning Wrap
Good morning.
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TMTB EOD WRAP
QQQs +1.3% on better prints from MSFT and META and ongoing hopes for trade deals and high level contact between DC and Beijing.
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TMT Breakout
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