LucknowCapital

LTA framework from MS

Good chart from MS on hyperscalers spend

test

MS says Mega-cap tech stocks are the most under-owned in 17 years, w/ the gap vs. S&P widening to -155bps exiting 4Q25 vs. -148bps exiting 3Q25.

This has been the lowest vibes I've experienced at MS TMT

*SECRETARY OF TREASURY BESSENT: "WE ARE OPEN TO NEGOTIATING ON TARIFFS, BUT NOT IF YOU WANT TO BE A NUMBSKULL LIKE JUSTIN TRUDEAU"

MS TMT schedule organized by sector - good stuff ... looking forward to $NVDA $RDDT $GOOGL @sama @PalmerLuckey @elonmusk

MS TMT Conference Schedule - starts March 3rd

MS Fed software exposure

MS: Impact on Tariffs on Tech names

Barclays TMT Schedule Today

JPM has some 13-F recaps from last night

GS TMT Day 3 Wrap $NVDA $LAC $AMAT $TSM $AVGo $WDAY $NOW $CRM

GS TMT Day 2 takeaways $MSFT $SAP Anthropic $SHOP $DELL $DDOG

Key themes from Day 1 at GS TMT $AMZN $AMD $ARM $UBER

GS TMT Schedule cont'd (Part 2)

GS TMT Conference begins Sept 9th. Schedule below (Part 1)

Citi TMT Conference starts Wednesday. Schedule below

a few neg items $nvda today... clsa $nvda below ming-kuo out throwing cold water on NV72 Alethia lowering PT saying later commercialization of blackwell

$GOOGL ISI saying GOOGL has killer product cycle on their hands this morning as 47% of their survey say Gen AI tools increasing search usage