TMTB Weekly

Hope everyone enjoying their times away from the screens this weekend - I’m sure many of us needed it after the past week.

We’ll dive into our big picture thoughts, some TMT thoughts, then ADBE (long) and ORCL previews.

Got a few big events this week: GS TMT starts tomorrow (schedule here); ORCL/ADBE EPS; ORCL Cloud World; AAPL’s iPhone launch tomorrow’ …