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TMTB Morning Wrap
Good morning.
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TMTB EOD Wrap; MU First take
QQQs -34bps after being up 75bps early morning.
TMTB Morning Wrap
QQQs -50bps as the see-saw continues and no big news for the cause of futures downtick that began at 5:30am est.
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TMTB EOD Wrap
QQQs +1.3% gaining back some of yesterday’s losses as Powell sounded fine threw in the word “uncertainty” in the prepared remarks and several times…
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MU: Bogeys and Thoughts
Bogeys:
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TMTB Morning Wrap Part 2
QQQs +30bps ahead of the Fed later today.
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TMTB Morning Wrap Part 1: The controversial NVDA slide...
Sending this out early while I work through other stuff as I’ve spent most of my morning going over the most controversial slide in the presentation…
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TMTB EOD Wrap
Just a quick note: Please pass along color and notes you get from sell-side calls throughout the day.
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TMTB Morning Wrap
Good morning.
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TMT Breakout
TMTB EOD Wrap
QQQs +65bps as MegaCap Tech (META -44bps, GOOGL -70bps, AMZN -1%, NVDA -2%) weighed down the index, but outside of those names, plenty of strength to go…
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TMTB Morning Wrap
QQQs +15bps. China/BTC/Yields flat.
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TMTB Weekly
QQQs finished the week -2.5% with Semis outperforming down less than 1%.
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