TMTB: INTC/GFS get Chips $; NVDA Baird +ve, SMCI $1,300 PT; Groq LPU gets chatter; AMZN Bezos last 2M?; Nintendo Switch 2 delay; CRM BAML +ve; AAPL AI upgrade impact?; NVDA/PANW bogeys; WMT/VZIO offic
Good morning. QQQs are down 45bps, China/yields/crude flat, BTC +1%. Relatively slow morning in terms of market-moving research/news as everyone awaits the big NVDA print tomorrow night…
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