TMTB Morning Wrap
www.tmtbreakout.com
Good morning. QQQs +70bps as yields tick down. Computex started yesterday with an impressive keynote from Jensen while AMD talked up their future roadmap (full lineup here)…Meme stocks meme-ing this morning with RoaringKitty announcing massive position in GME…. Lots of events this week: SNOW/CSCO/LYFT analyst days, SAP Sapphire conf, and BAML’s TMT Con…
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