TMTB Morning Wrap
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 Conference which starts tomorrow (see schedule here courtesy of LucknowCapital on X). Pretty good lineup there and we’ll get to hear from lots of semis and sw co’s. CRWD is also the next sw co to report after the close tomorrow. We’ll pass on all the key info to you as it comes…Let’s get to it…
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