TMTB EOD Wrap
QQQs -10bps on a relatively sleepy session again as volumes down 10-20%. High beta rallied with Crypto related names, ARKK, shorts, Quantum and momentum all outperforming while low beat, alue and rate sensitive names underperformed. Nice +6% move up in the GS high beta momentum basket today.
Lets get straight to it…
AI / SEMIS
BE +15%: Reader ChemCho was nice enough to share some good color with TMTB Chat around some interesting due diligence he did on a NBIS/MSFT DC and potential 300MW BE hookup:
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