TMTB Morning Wrap
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Good morning. QQQs +20bps ahead of PPI/initial claims at 8:30 est. Yields ticking up slightly GS TMT Conf begins to wind down today with main presos SNOW CFO (9:30am pst) and ZM (10:10am pst). Day 3 takeways here courtesy of the always helpful LucknowCapital on X. ORCL Investor day at 1pm est today. Lots of stuff to get into this morning (MU dbl dg;…
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