Happy Sunday. Quite a week in TMT land as software pain spread to some AI favorites (DELL, MRVL). Short Weekly this week after an exciting, but shortened week as we have some interesting events this week that should help guide us on how we want to be positioned heading into the last month of the q: Computex, BAML’s TMT Conference, SNOW analyst day, SAP Sapphire Conf…
Computex starts today. Jensen spoke this morning (watch full keynote here) and talked up Rubin as next-gen platform which starts shipping in 2026 and using HBM4 (Blackwell “Ultra” is next-gen chip slated for next week). AMD’s Lisa Su tonight at 9:30pm est. Key events: :
Monday, 9PM ET - Financial Analyst Q&A with Jensen
Computex Keynote Speakers (Link)
Sunday, 9:30PM ET - Opening keynote, Dr. Lisa Su, AMD Chair and CEO - Monday, June 3 at 9:30am Taipei time
Monday, 1:30AM ET - QCOM keynote, Cristiano Amon, President and CEO – Monday, June 3 at 1:30pm Taipei time
Monday – 11PM ET INTC keynote, Pat Gelsinger, CEO – Tuesday, J…
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