TMTB: ANET dbl dg; CPNG raises px; INTC/AMD China; MRVL sell-side +ve post AI day; NFLX $1K bull case at MS; GTLB ug; MBLY ug; TEAM neg catalyst watch; 3p roundup (SHOP, AMD, PYPL, LYFT/UBER); DOCU ug

Note: We will be on vacation April 13th-April 20th. This will be our last post through the 20th. Here for more detail.

Thanks for all your continued support - look forward to getting back for what should be a fun earnings season…

Happy Friday. QQQs -50bps; BTC +40bps; yields ticking down while China -1.5%. WSJ saying Iran attack now expected on Israel in next two days. Let’s get to it…