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 | 1490 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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tmtbreakout.comLatest Issues
TMTB EOD Wrap; ADBE First take
The Knicks go up 3-1.
The Knicks go up 3-1. QQQs ~+3.4%. This might be one of the best days in NYC history.
TMTB Morning Wrap
Good morning.
Good morning. Futures +1.3% despite some fire between Iran and US overnight as media reporting negotiations are still containing as efforts to reach a deal are intensifying. Oil -1% as yields tick down 2-4bps across the curve...
TMTB EOD Wrap
Good afternoon.
Good afternoon. QQQs -2% driven by continued weakness in semis. On the macro front, CPI came in a bit cooler, Trump’s Iran rhetoric vs. Iran was pretty hawkish which had Oil +4% and yields up 1-3 bps across the curve, as ma...
TMTB Morning Wrap
Good morning.
Good morning. Futures -70bps rallying close to 1% after a CPI that was slightly cooler up 0.2% m/m vs expects of 0.3% m/m. Fed expects moving very slightly in a dovish direction while yields are flattish. In Tech, no big disc...
TMTB EOD Wrap
Good afternoon.
Good afternoon. QQQs -1.1% after being down close to 3.5% at one point. Why the early sell off? Combination of some fears around CPI tomorrow, some Iran/Trump headlines, talks of Crusoe’s delay in Wyoming, and some Semi ana...
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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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