Happy Sunday! Quite a week with QQQs +6% and SOX +8% as AI names got their groove fully back following a busy week of talks at GS TMT conf and OpenAI’s o1 release. While things slow down a bit this week, we still have MSFT’s Co-pilot event tomorrow, and analyst days from CRM (Tues), WDAY (Tues), CRWD (Wed), HUBS (Wed) and GLW (Thurs). On top of all t…
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