INSTITUTIONAL RESEARCH

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Federal Reserve Weekly H.8 Update
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INVITE | Industrials Themes 2Q24 Mid-Quarter Update | Too Late To Underweight…Pivot Or Miss It?!? Learn More
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The balance of sentiment in cyclicals has a bearishly defeated tone, if our conversations....

MRVL Beats ALAB on New PCIe 6 Retimers (Power Consumption + Signal Reach)
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Call Invite | American Express (AXP) - Best Idea Long
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A.I. Stock Screener - Weekly Update
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A.I. Stock Screener - Weekly Update
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Timestamped May 2024 Long-Short Ideas
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TCEHY/700.HK | Explosive Start for DNF Mobile - On Target for 3bn RMB in First Month
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DELL On Par with SMCI on AI Order Revs But Backlog Slows to 30%
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DIDIY (Also UBER) | Margins Saved the Quarter; Growth TBD
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