TMTB EOD Wrap

QQQs +2.3% with a massive reversal after being down 1.6% at one point. AI semis ripping as sentiment seems to have cemented its turn, especially after this week’s talks from MSFT CTO, AMZN AWS, ORCL’s Larry, GOOGL, Jensen today, and some positive M-sci cloud checks. Seems like everyone back on the AI train. AVGO now back above pre-print levels - an imp…