TMTB: NFLX Oppenheimer bulls; NVDA Cantor/Cowen bullish; PDD ug at Jefferies; 3p roundup; ADBE/ORCL Bogeys; SMCI dg at Alethia; HPE/DELL Bull/bear; Reddit IPO; TikTok Trump Flip/Kotick wants to buy;
Good morning - QQQs are down 30bps this morning as volatile px action in AMD/NVDA continues pre market. BTC is hitting new highs up another 4% driving up COIN +7%. China is up 1.5%. Yields are flat. Relatively slow research/news morning today, but let’s get to it….
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