TMTB: WDAY/ZM/U EPS Recaps; NFLX UBS +ve/no more AAPL billing; ARM dg at New Street; 3p roundup (CHWY, CVNA); ROKU dg at Wells; ORCL MS cautious; PANW rips; GOOGL choice screen impact
QQQs are up 12bps while early pre mkt trading suggest IWM/ARKK will continue to outperform today vs large caps. BTC back to its old ways up another 4% (helping drive up COIN, HOOD, etc…) . FXI +1.5% — we called out some tea leaves/charts in our weekly on China (TCOM, HTHT, now add LI to the list) - things adding up pointing to a possible bigger move.
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