Good morning. QQQs +90bps bouncing this morning as GS TMT starts today in SF (schedule here; for those of you without access to GS, remember most of the webcasts can be found on company websites). Key presentations today: PYPL CEO (8:50am); PANW CEO (10:10am); CHWY CEO (9:30am) ; AMD CEO (12:15pm); DASH CFO (1:45pm); UBER CEO (2:25pm); SMCI CFO (3:05pm); ARM CEO (4:25pm) Most well attended conference of the year and comes at an opportune time after last week — we think most companies will sound good. AAPL iPhone event also starts at 1pm est. and we have ORCL after the close. Not a ton out on the actionable research/news front ahead of all that this morning, but let’s get to the recap…
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