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 | 1560 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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TMTB Morning Wrap
Good morning.
Good morning. Futures flat, Oil -2, and yields ticking down slightly on a relatively quiet August morning.
EOD Wrap; Cisco (CSCO) Coherent (COHR) Cerebrus (CBRS) First takes; Neoclouds vs. Hyperscalers & how this week has shifted the landscape
Good afternoon.
Good afternoon. QQQs +75bps after an inline CPI print and stronger AI semis earnings (CRWV, NBIS, SMCI, LITE) helped lift the space as SOX finished +2.5%. Hyperscalers were weak with MSFT/AMZN/META -~2%. We think the last f...
TMTB Morning Wrap
Good morning.
Good morning. QQQs +67bps ahead of CPI as, wait, what’s that feeling? Could it be some HOT AI summer vibes finally beginning to perk up again this morning after a dormant month and a half as CRWV, LITE, SMCI, NBIS all put up...
TMTB EOD Wrap; Coreweave (CRWV); Lumentum (LITE) First Takes
Good afternoon.
Good afternoon. QQQs -30bps on a fairly slow August day. Semis +1% led the way higher.
TMTB Morning Wrap
Good morning.
Good morning. QQQs +30bps on a fairly slow mid-August morning. NVDA +1% the main story after announcing $500B partnership (more on that below). P +6% after announcing a 2nd hyperscaler customer and getting upgraded at Citi. M...
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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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