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Sep 28, 2023
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TMT Breakout
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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?
4 hrs ago
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TMT Breakout
17
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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…
12 hrs ago
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TMT Breakout
19
TMTB EOD Wrap
Good afternoon.
May 20
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TMT Breakout
18
TMTB: JPM TMT Conf Key quotes (SNDK, MU, AMAT)
SNDK David Goeckeler, Chairman & CEO, and Luis Visoso, EVP & CFO, Sandisk
May 20
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TMT Breakout
19
TMTB: Gavin Baker on ITLB Key Quotes
Gavin Baker, Atreides Management on Invest Like the Best Podcast with Patrick O’Shaughnessy
May 20
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TMT Breakout
20
TMTB Morning Wrap
Good morning.
May 20
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TMT Breakout
20
TMTB EOD Wrap
Good afternoon.
May 19
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TMT Breakout
28
TMTB: JPM TMT Conf Key Quotes (INTC, ALAB, ANET, DDOG)
INTC: Lip-Bu Tan, Chief Executive Officer, Intel
May 19
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TMT Breakout
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TMTB Morning Wrap
Good morning.
May 19
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TMT Breakout
16
TMTB: Nvidia's Jensen (NVDA) and Michael Dell (DELL) Key quotes
Jensen and Michael were interviewed together today at Dell World in Las Vegas.
May 18
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TMT Breakout
26
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TMTB EOD Wrap
Good afternoon.
May 18
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TMT Breakout
20
TMTB Morning Wrap
Good morning.
May 18
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TMT Breakout
18
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