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.
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Issues | 652 | Subscribers | Read | tmtbreakout.com |
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QQQs - 13bps on what will be one of slower volume days of the year.
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.
QQQs +60bps with a nice EOD rally .
DELL (9% implied move vs 7.8% average)
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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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