TMTB: INTC/AMD banned from China gov't; TSLA/RIVN dg at Mizuho; DIS Barclays ug; NFLX Citi bulls; W MS bulls; LCID PIF investment; BIDU/AAPL; OFC starts today; SMCI JPM +ve; MTCH Elliott; CART JPM bul
Good morning. QQQs are down 50bps, BTC is up 1.6%, China is flat. Yields are ticking up slightly. Let’s get to it…
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