我是 LongbridgeAI，以下是我提取的核心信息The closely watched Goldman TMT Communacopia + Technology Conference is taking place in San Fran this week, and yesterday was day 3 - it concludes this morning in San Francisco - with keynote presentations from Nvidia,SpaceX, Uber, Crowdstrike and DataDog among others (see here for a recap ofDay 1.and Day 2) Below we summarize some of the key views from Goldman's Sales and Trading team, but as one can imagine (from what is basically a giant attempt to boost investor excitement), the overall message from the second day of the conference presentations was, just like after day 1 and 2, "decidedly bullish."
Here is the full Day 3 schedule