TMTB Morning Wrap

Good morning. QQQs +1.5% helped by MU surprising positive EPS + guide and more stimulus out of china which has FXI +6%. Semis getting a bid this morning and that was the last group in TMT where we weren’t really seeing new highs - that might change soon (AVGO prob first candidate to do it). We’ve been writing about how AI sentiment has been increasing o…