TMTB Weekly

Dec 03, 2023

∙ Paid

Hope everyone is enjoying their weekend. This week I’ll write about the bigger picture then I’ll dive into how investors are positioned across the TMT landscape heading into December. Let’s get right to it.

Bigger Picture - Where do we stand heading into Dec?

This week was all about the outperformance in small/mid caps and unloved/shorted stocks vs. Mega…

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