TMTB: AMZN Mizuho +ve on AWS; SNOW ug; 3P roundup (ETSY, AFRM, EBAY); UBER Jeff/Needham +ve; DIS password sharing June; NFLX Pivotal ups tgt; TEAM Jeff +ve; WDC ug; CNK dbl ug

Apr 05, 2024

∙ Paid

Good morning. QQQs +40bps while we await NFP (est 214k / 3.8% UR). Crude is flat, BTC is down 2%, and yields are flat. Let’s get to it…

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