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. Written by a 17-year Tech Hedge Fund Veteran.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1458 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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tmtbreakout.comLatest Issues
What does Nvidia's (NVDA) $20B CPU # imply
Let's dig into with the question on everyone's mind after the NVDA print: what does the $20B CPU number actually imply?
Let's dig into with the question on everyone's mind after the NVDA print: what does the $20B CPU number actually imply?...
TMTB Morning Wrap
Good morning. Futures -50bps as investors digest NVDA print (down the fairway print) and news from the Middle East (Reuters reporting Iran’s Supreme Leader has issued directive that the country’s near weapons-grade uranium should stay in Ir...
TMTB EOD Wrap
Good afternoon.
Good afternoon. QQQs +1.7% with general broad-based strength although Semis +4.5% led us higher again, popping above the 10d. Semi Equip and Trainium ecosystem led us higher on the sector front while non-profitable tech led...
TMTB: JPM TMT Conf Key quotes (SNDK, MU, AMAT)
SNDK David Goeckeler, Chairman & CEO, and Luis Visoso, EVP & CFO, Sandisk
SNDK David Goeckeler, Chairman & CEO, and Luis Visoso, EVP & CFO, Sandisk
TMTB: Gavin Baker on ITLB Key Quotes
Gavin Baker, Atreides Management on Invest Like the Best Podcast with Patrick O’Shaughnessy
Gavin Baker, Atreides Management on Invest Like the Best Podcast with Patrick O’Shaughnessy
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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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