TMTB EOD Wrap

Aug 29, 2024

∙ Paid

Late afternoon sell off in the QQQs today being up 1.4% and finishing down 20bps. NVDA - 6% struggled all day with dispersion in semi names as NVDA commentary on demand was strong driving but commentary around GMs was where the big debate was around. Non profitable tech + software outperformed while TMT Momentum underperformed. A lot more green than r…

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