TMTB Morning Wrap

Sep 04, 2024

∙ Paid

Good morning. QQQs -70bps down again as NVDA falling on DOJ subpoena. Yields flat/BTC -3% / China +15bps…Citi TMT Conf starts today (schedule here)…We’ll hit news/research first then GTLB/ZS/CIEN recaps…Let’s get to it

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