US stocks rallied again overnight with tech & energy names the standout in a solid session for the indices, we saw the higher beta names gain noticeable traction as “risk on” was clearly flavour of the day e.g. Tesla (TSLA US) +5.5%, Netflix (NFLX US) +2.8% and Spotify (SPOT US) +2.9%.
MM is mildly bullish US tech over the coming weeks
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