TMTB: TSM big April #s; OpenAI event Monday; 3p Roundup (Cloud, AMZN, TSLA); NFLX/NFL; RBLX ug at Moffett; AKAM miss; SQSP ug

Good morning - QQQs are +40bps as yields tick up slightly and China rallying again. Slow news/research day today as the large part of earnings are behind us. Key item out today is TSM #s which looked really good over night and Wells bull’ing up NVDA on the back of them saying implies $25B for April Q DC revs (street at $21B). M-sci out saying AMZN AWS tracking in-line/slightly below in Q2 so far, which goes against the more positive datapt we heard from Yipit yesterday. M-sci has been pretty accurate past couple q’s unlike Yip on AWS so something to pay attn to. Going to take advantage of the slow day and take the afternoon off after a busy few weeks - have a good weekend!