TMTB EOD

Good afternoon. QQQs finished up 40bps post a stronger NFP print. ARKK outperformed up 1.9% as did semis up 90bps. Crude was up 2.6% and BTC continued to rally up another 2%. Rally was led by highly shorted stocks which were up close to 4% on the day even though yields rose 8-12bps across the curve (2 year rose more than the 10 year).

In internet, PINS …