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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1114 followers
Created: 2025-05-21 09:01:13 UTC


20250520-UBS-APAC Technology:Computex 2nd Day Expo and Meeting Takeaways.pdf
#ComputexAPAC
$TSM $ASML $NVDA $QCOM $MTK
20250520-UBS-China Wind Industry:Gains locked in; but the cycle isn't over.pdf
#ChinaWind
$VWS $SGRE $GE $NDR $CSWD
20250520-UBS-European Economic Perspectives Eurozone: Inflation likely at X% in May.pdf
#EuroInflation
$DAX $CAC $FTSE $SMI $IBEX
20250520-UBS-Global Equity Strategy:Key Conclusions _ May 2025.pdf
#GlobalEquity
$SPY $QQQ $IWM $EFA $VWO
20250520-UBS-SMID Industrials SMIDs less crowded mm, but pick_up observed since early May.pdf
#SMIDIndustrials
$ITT $WTS $RXN $CR $SPXC
20250520-UBS-The Financial Espresso Visa partners with Stone; Small investors investments preference.pdf
#VisaStone
$V $MA $PYPL $SQ $ADYEN
20250520-UBS-TMT Online ObServer:6G already in 2026? Sounds too soon. Three positives and one concer.pdf
#6GOutlook
$TMUS $VZ $T $NOK $ERIC
20250520-UBS-UBS Evidence Lab inside: App Usage Monitor, Weekly Active Users of Telehealth, Labs, Cl.pdf
#TelehealthApp
$TDOC $AMWL $DOCS $HIMS $ONEM

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XXX engagements

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**Related Topics**
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[asml](/topic/asml)
[$smi](/topic/$smi)
[$ftse](/topic/$ftse)
[$cac](/topic/$cac)
[$dax](/topic/$dax)
[inflation](/topic/inflation)
[$cswd](/topic/$cswd)

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