TMTB Morning Wrap
www.tmtbreakout.com
Good morning. QQQs -40bps on a slow research/news/3p day and big vacation week. BTC -4%; China +70bps; yields ticking up slightly. Some AI semis down early (NVDA -2%;; TSM - 1.7%; ARM -2%; AMD -1%) although AVGO/MU both up…Let’s get to it…
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