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TMTB EOD Wrap

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TMT Breakout
Oct 03, 2024
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Good afternoon… QQQs finished roughly flat while IWM -67bps and ARKK -1% underperformed. Semis +50bps outperformed on the day led by NVDA +3.4%, AMD +2% and MU +2%. China was down 2%. Treasuries suffered losses with yields jumping 5-6bps across the curve as services ISM beat. We get NFP tomorrow morning. Let’s get to it..

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