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TMTB Morning Wrap

TMTB Morning Wrap

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TMT Breakout
Jun 12, 2025
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TMTB Morning Wrap
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QQQs -25bps to start the day as yields fall 6-7bps across the curve. BTC -1.5%.

AMD/ANET AI days today.

We’ll get to ORCL first then the rest.

Let’s get to it…

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