TMTB: Sandisk (SNDK) Hubspot (HUBS) WDC DASH Expedia (EXPE) First takes

Good afternoon. QQQs -90bps after a late day swoon. NVDA +3.5% led the way higher with some medicore price action from big ANET -3.5% and ALAB -11% beats in semis. The other big news today was Jeff Dean from GOOGL -4%, who was one of top guys on their AI team leaving for a start-up (some good discussion in TMTB Slack here.). Another blow to the GOOGL narrative. Glass half empty take: