TMTB: AMD cuts; AMZN MS bulls; NVDA/MU/ARM Keybanc +ve; AVGO Buy at DB; GOOGL 3p/Cloud Next; FSLY ug; TTWO ug; TSLA robo taxi; TSM chip $; DELL ISI +ve; LYFT WFS raises #s; AMAT Cantor Buy; NFLX #s

Apr 08, 2024

∙ Paid

Good morning. QQQs are up 20bps, BTC +4% getting close to new highs, Oil dn 1%, yields ticking up again. Lots to get to today so let’s get straight to it…

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