TMTB: HOOD +ve Feb / Bernstein $30TP; NVDA MCK neg on GB/GH200; CART Berstein tactical ug; ADBE bogeys; MSFT security co-pilot; 3p Roundup (HUBS, AMZN, LYFT, CPNG, MTCH); ABNB AirDNA uptick; PATH Reca
Good morning — QQQs are up 30bps; BTC dn 60bps; China is down 1% while yields are roughly flat. Let’s get to it…
Keep reading with a 7-day free trial
Subscribe to TMT Breakout to keep reading this post and get 7 days of free access to the full post archives.