TMTB: AMD MTCH recaps/thoughts, Tech landmines (PAYC, SLAB, W, EXTR), JD UBS ug, TSLA +ve news including 3p, UBER +ve 3p data, AAPL/SQ/OPEN-ve 3p data, PLTR RBC -ve

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Good morning. QQQs are up 15bps after a big ADP miss (113k vs 150k), treasuries have a modest bid with yields down 1-3bps across the curve and DXY is flat after jumping yesterday.

While I continue to be in “wait and see” mode with respect to the market direction, pockets of more +ve price action continue to emerge tempting me to get more +ve. Some examples: MSFT and META sit above levels where they reported earnings after dipping below. Decently +ve action T+1 and beyond from NOW, NFLX, INTC, AMZN, …