TMTB: EOD Wrap

May 17, 2024

∙ Paid

Happy Friday! QQQs -12bps with a late afternoon attempt at a swoon to make things interesting but overall ended up a pretty boring day and bulls like boring. A little bit of an unwind in the AI trade today but overall factors didn’t play a big role. China continues to rip with the FXI now +20%+ in one month. Early next week we have JPM’s TMT Conferen…

Keep reading with a 7-day free trial

Subscribe to TMT Breakout to keep reading this post and get 7 days of free access to the full post archives.