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TMTB Morning Wrap

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TMT Breakout
Jan 23, 2025
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QQQs - 42bps giving back some of yesterday’s gains. A bit of shine coming off of Stargate this morning as doubts around funding continue. Yields flat to up. BTC - 2.5% getting back close to $100k. Let’s get to it….


OpenAI, SoftBank Each Commit $19 Billion to Stargate Data Center Venture

Details coming out on Stargate…

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