If you thought last week was fun…QQQs - 4.4% / NVDA -11% / BTC - 14% / Japan - 12% overnight. Yields selling off (10 year dn 5bps, 2 year dn 12bps). Main story in TMT this morning is continued chatter over NVDA’s Blackwell delays. Bloomberg throwing some cold water on AAPL’s AI Intelligence while Buffet sells half his stake. Getting this out early today - anything that comes out after, I’ll post in the TMTB chat…And remember, there are still earnings this week…
Let’s get straight to it…
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.