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TMTB Morning Wrap

TMTB Morning Wrap

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TMT Breakout
May 21, 2025
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TMTB Morning Wrap
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Good morning. QQQ’s -67bps as the indexes flirt with crossing trendlines from Apr 16 lows (h/t M. James at Rosenblatt):

Two names we are watching as broader tea leaves are PLTR and CVNA - two names that led us off the bottom and two names which are flirting with failed breakouts to new highs.

Yields popping again today with 10 yr +5bps. BTC flat. China +44bps.

We’ll hit up PANW and BIDU first then dive into Research/News/3p…

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