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. Written by a 17-year Tech Hedge Fund Veteran.
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| Issues | 1744 | Founded | 3 years ago | Last Issue | 40 hours ago |
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tmtbreakout.comLatest Issues
Cloudflare (NET) Airbnb (ABNB) Altassian (TEAM) MCHP First Takes
NET +18%: Best sw print of the season and arguably best print NET has put up in a long time.
NET +18%: Best sw print of the season and arguably best print NET has put up in a long time. Clean beat and raise and acceleration on tougher comp...
TMTB Podcast Intel: SemiAnalysis on the Midterms and the 2028 Build-Out, Arm’s (ARM) Rene Haas, UBS’s Tim Arcuri, Robinhood’s (HOOD) Vlad Tenev, Google DeepMind’s (GOOGL) Demis Hassabis
TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.
TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s...
TMTB Morning Wrap
Good morning.
Good morning. QQQs - 80bps with more follow through to yesterday’s price action as Semis -4% early with many names already down 5%+ as charts continue to break down (see our EOD wrap from yesterday for our thoughts). Rotation...
Unity (U) First Takes
U +15% pre-market: Blowout, cleared every bogey by a wide margin despite this being a crowded HF long.
U +15% pre-market: Blowout, cleared every bogey by a wide margin despite this being a crowded HF long. Vector grew +40% q/q vs. the ~25-...
TMTB: Applovin (APP) ARM QCOM COHR EXPE FIG HUBS KYVO Post-call takes
APP +22.2%: Gaming, where bears saw share loss to U, was the bright spot.
APP +22.2%: Gaming, where bears saw share loss to U, was the bright spot. It grew nearly 50% y/y (their first gaming growth disclosure in a year) on a partial rollou...
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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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