TMTB: TSM Susq +ve; 3p roundup (CVNA, CRM); HUBS Jeff says $5B in revs; NIO dg at Barclays; DUOL JPM +ve; NTES MS/Citi neg
Good morning. QQQs -50bps on a v slow news/research day. BTC is falling 6% at 65k, Crude is rallying 1.5% now in the mid 80s, China is up 60bps and yields are ticking up again. Still awaiting TSLA delivery #s (Q4 release came out at 8:40am est.) Not a lot to call out this morning, but let’s get to it:
TSMC: Susq raises PT to 180 from 160
Susq increases e…
Keep reading with a 7-day free trial
Subscribe to TMT Breakout to keep reading this post and get 7 days of free access to the full post archives.