TMT Breakout
TMT BreakoutDaily 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. Written by a 17-year Tech Hedge Fund Veteran.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1420 | Subscribers | Read | tmtbreakout.com |
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| #174 | |
| #11 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
TMTB EOD Wrap: Where does Nvidia (NVDA) go from here?
Good afternoon.
TMTB Morning Wrap; Google, Amazon, MSFT, META KLAC EQIX & more earnings roundups
Good morning. Futures +70bps on the back of a set of solid prints from GOOGL and AMZN, a decent one from MSFT, and a so-so one from META. A lot of similarities among the 4 however with the obvious message that AI/compute is still the bigges...
TMTB: GOOGL AMZN META MSFT First takes
GOOGL +4%: Looks v solid all around with 63% GCP growth, search growing 19% vs bogeys of 18% while YT was inline.
TMTB Morning Wrap
Good morning.
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Authors
The writers behind this newsletter.
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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