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TMT Breakout

TMT Breakout

Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data releases. Written by a 17-year Tech Hedge Fund Veteran.

Platform
Substack
PricingOnly paid issuesPublishesDaily
Issues652SubscribersRead tmtbreakout.com

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#187
Substack
/Finance(Free)
#14
Substack
/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

TMTB Morning Wrap

QQQs - 13bps on what will be one of slower volume days of the year.

23 days ago
4
0
Paid

TMTB: DELL WDAY ADSK NTNX First takes

DELL -7%: Overall Rev miss driven by CSG group; ISG margins better at 13.3% vs buyside expecting something closer to 12%+ but CSG margins worse.

24 days ago
3
0
Paid

TMTB: EOD Wrap

QQQs +60bps with a nice EOD rally .

24 days ago
5
0
Paid

TMTB Bogeys for tonight (DELL, WDAY, CRWD)

DELL (9% implied move vs 7.8% average)

24 days ago
1
0
Paid

Authors

The writers behind this newsletter.

  • TMT Breakout

    TMT Breakout aims to be your TMT specialist and pass along the most important and relevant technology, media, and telecom stock moving research, trade ideas, and news items along with our own commentary every day, twice a day.

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