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

May 10, 2024

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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…

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