TMTB: ORCL First takes; EOD Wrap
Good afternoon. QQQs +70bps as the big story today was the massive move in AAPL through $200 to all time highs as investors got excited about potential upgrade cycle given AI features won’t work on iPhones previous to IP15. Despite the run up in WWDC, expectations are still muted for what an upgrade cycle will look like and stock is still majorly under…
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