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TMT Breakout
Feb 25, 2025
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QQQs hovering around flat as yields move lower 5-8bps across the curve. BTC -5% now below $90k. China +1.5% (BABA +4%). Let’s get straight to it…


Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models

Similar to what we have been hearing from sell-side checks over the past couple of weeks…

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