TMTB: DELL NTAP ZS ESTC HPE ADSK EPS Recaps; AMD +ve boutique; NVDA mgmt mtg recaps; AAPL off GS conviction list; SQ dg at Phillips; FSR going concern; 3p roundup (CHWY, SHOP, META); Musk sues OpenAI

Good morning. QQQs +23bps as risk on looks set to continue with BTC +1.6%. Yields are ticking up slightly while China is up 2%.

We got some positive hardware results from DELL and NTAP while AAPL gets removed from GS conviction list. Another big move for AI names that beat - if you haven’t realized we are in a new environment/paradigm where the scarc…