Good morning. GS TMT continues today. Lucknowcapital on X has recaps from Day 1 here. Day 2 schedule here. Key presentations include: SAP CFO (8:50am); ETSY CEO/CFO (8:50a); MELI CFO (9:30am); SHOP CFO (10:10am); Anthropic CEO (11:30am); MSFT CTO (12:25 pm); DDOG CFO (3:45pm). Webcasts available here
Trump/Harris tonight
We’ll hit up ORCL recap first, then AAPL iPhone event, then get to news/research/3p this morning…
Let’s get to it…
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