TMTB: NVDA Jensen roundup; AMD/MRVL?SMCI neg laterals?;SMCI 2M offering; W +ve initiation at Mizuho; 3p Roundup (Cloud, ETSY, EBAY, ROKU); MDB/SNOW to sell at Redburn; ZG defended
Good morning - QQQs are dn 75bps as semis are weak to start the day. Some of the key levels in AVGO/MRVL/AMD we called out in our weekly are breaking to the dnside early, which could mean more weakness. Yields are ticking down while BTC is down another 6%. Will be an interesting day…Let’s get to it…
NVDA: Positive event with lots of technical specs, bu…
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