TMTB EOD Wrap

Mar 12, 2024

∙ Paid

Good afternoon: QQQs finished +1.4% as consensus longs got their groove back after an inline-ish CPI: NVDA +7.5%, META +3.5% AMZN +2%, AMD+2%, NOW +4%, MSFT +2.5% all on a relatively slow news day. Friday a distant memory now.

In internet, consensus longs worked again; META +3.5%. AMZN +2% as M-sci reiterated their +16% growth forecast for AWS in Q1. NFL…

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