TMTB EOD Wrap

A little early today as we have some big prints after the close. QQQs - 1% as Semis -1.3% underperformed led by SMCI’s -20% after delaying 10-k filling. In terms of factors, unprofitable tech underperformed while large cap and TMT mo outperformed. We’ll have some quick earnings takes after the close…see you then…