TMTB: AMZN WFS tactical buy; MSFT $100B supercomputer; MSFT bulled at BAML/Jefferies; TSLA raises prices/WFS tactical sell; 3p Roundup (AMD, CHWY, AAPL, MELI, LYFT); DRAM spot slides; BILL dg; DIS
Good morning. Hope everyone had a good long weekend. QQQs are +20bps; the 10 yr is popping 4 bps; BTC -1.6%; China +1.2%. Let’s get to it….
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