TMT Breakout
TMT BreakoutTMT Breakout aims to pass along the most important and relevant technology, media, and telecom stock moving research, trade ideas, and news items along with our own insight and commentary every day. Yes, a TMT Specialist!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 328 | Subscribers | Read | tmtbreakout.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
TMTB: ANET dbl dg; CPNG raises px; INTC/AMD China; MRVL sell-side +ve post AI day; NFLX $1K bull case at MS; GTLB ug; MBLY ug; TEAM neg catalyst watch; 3p roundup (SHOP, AMD, PYPL, LYFT/UBER); DOCU ug
Note: We will be on vacation April 13th-April 20th. This will be our last post through the 20th. Here for more detail. Thanks for all your continued support - look forward to getting back for what should be a fun earnings season… Happy Frid...
TMTB EOD Wrap
A little early this afternoon - QQQs +1.8% driven by strength in AAPL and Semis following a weaker than expected PPI as flight to quality continued (ARKK +1.5%/IWM +70bps underperformed). AAPL +4% as they announced they are revamping their ...
TMTB: MSFT $24 EPS at MS; AMZN letter + CNBC; TEAM ug at Barclays; DASH ug at Moffett; ABNB dg at Needham; 3p Roundup (OPEN, ZG, ARM, SE, FIS); QCOM Bernie bulls; ADBE text to vid $; HOOD dg at Citi;
Note: We will be on vacation April 13th-April 20th and there will be no posts during that time. Here for more detail. Good morning. QQQs are -30bps, BTC +50bps, yields up slightly and China +1%. Let’s get to it…
TMTB EOD Wrap
Note: We will be on vacation April 13th-April 20th and there will be no posts during that time. Here for more detail. Good afternoon. QQQs -87bpss as the hotter CPI print caused yields to spike (2 year +21; 10 year +19bps). The market is on...
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Authors
The writers behind this newsletter.
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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