TMTB: AMZN AMD PINS SMCI SWKS recap/thoughts; SIRI ug at GS; 3p roundup (CART, MELI, TSLA)...

May 01, 2024

∙ Paid

Good morning. QQQs -50bps as we await FOMC later today. BTC -3% with chart breaking down; China flat; Oil -2%’ yields ticking slightly lower.

Lots to go over today so let’s get to it (as always, excuse my typo as we try to get everything out quickly)…

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