TMTB Morning Wrap
www.tmtbreakout.com
Good morning. QQQs dn 55bps on a fairly slow news/research morning as market awaits for big prints from AMZN/AMD after the close…BTC -3%, yields ticking up, and China dn 1%. Let’s get to it…
NVDA: UBS Riases CY25 EPS to $41
Pretty bullish note by UBS this morning, talking up Blackwell supply chain checks in CY25. Key points:
Oct Q still might see a patch…
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.