TMTB Weekly

Happy Sunday. We have a busy week coming up with Earnings from AVGO, CRWD, CRDO, HPE, GTLB, PANW, CIEN, DOCU and more. Computex start tomorrow with keynotes from Jensen, Lip Bu Tan, and MRVL/QCOM CEOs and a likely release of NVDA’s long-awaited N1/N1X chip. BAML’s and ISI’s TMT conferences start Tuesday as well as the William Blair Growth conf. We get SNOW and Kioxia Investor Days on Tuesday.