Good morning. QQQs +70bps as CPI came in cooler at 0.3% vs 0.4% m/m. BTC +3.5%; yields falling 10bps…A couple better software prints today, with MDNY as the standout. MS raises DELL bull case close to $200. Sell-side was positive on GOOGL’s I/O demonstration yesterday. GME/AMC taking a breather. Let’s get to it…
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