TMTB: EOD Wrap

Good afternoon. QQQs finished the day dn 30bps with SOX underperforming dn 1%. BTC fell 1% and crude -2.5%.

In internet, CVNA the big winner up 32% — we wrote our thoughts up this morning and last night. TheInformation had an article saying a pair of US lawmakers demanding Temu shipment ban over forced labor concerns - article drove ETSY +5%, PDD -3%…