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TMTB: SNOW CEO buys / Databricks interview; PLTR dg at Monness; 3p Roundup (ROKU, DASH, AMZN, EBAY, SHOP); GS +ve on memory / Samsung increases production; AAPL dg; TSLA DB cuts deliveries; CYBR
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TMTB: SNOW CEO buys / Databricks interview; PLTR dg at Monness; 3p Roundup (ROKU, DASH, AMZN, EBAY, SHOP); GS +ve on memory / Samsung increases production; AAPL dg; TSLA DB cuts deliveries; CYBR

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TMT Breakout
Mar 28, 2024
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TMTB: SNOW CEO buys / Databricks interview; PLTR dg at Monness; 3p Roundup (ROKU, DASH, AMZN, EBAY, SHOP); GS +ve on memory / Samsung increases production; AAPL dg; TSLA DB cuts deliveries; CYBR
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Good morning. QQQs are flat on a pretty slow research/news day pre-Easter holiday. BTC +2.5% is back above $70k; Crude +1.5%; China +60bps. Yields are ticking up with the 2year +5bps and 10 year +3bps. Let’s get to it:

SNOW +3%: New CEO buys $5M worth of stock, 15% of holdings

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