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Sep 28, 2023 • 
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TMTB EOD Wrap
Broad tape generally weaker today with SPY/NDX off 90bps and AI complex lagging with AI leaders and AI semis down roughly 1-2% as a group.
2 hrs ago • 
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TMTB Morning Wrap
Good morning.
11 hrs ago • 
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TMTB: The Non-Bubble that disappointed both Bulls and Bears -- how Sam's Splurge changed everything
The worst kept secret among Tech market participants — just something AI bulls don’t admit out loud: they want a price-action bubble every bit as much…
Nov 15 • 
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TMTB Morning Wrap
Good morning.
Nov 14 • 
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TMTB EOD Wrap
QQQs -2%+ and lower for the 5th time in 6 sessions, and 5% below ATHs.
Nov 14 • 
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TMTB Morning Wrap
QQQs -40bps red to start the morning.
Nov 13 • 
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TMTB: Dwarkesh Podcast with MSFT CEO Satya Nadella Key Quotes
Nadella is always great to listen to in a setting like this so recommend the full listen here…
Nov 12 • 
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TMTB EOD Wrap
QQQs flattish but another big rotation day under the surface.
Nov 12 • 
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TMTB Morning Wrap
Good morning.
Nov 12 • 
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TMTB EOD Wrap
QQQs -27bps. Laggards led the way vs.
Nov 11 • 
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TMTB Morning Wrap
Good morning.
Nov 11 • 
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TMTB Morning Wrap
QQQs +2.21% with some nice follow through after Friday’s 50d bounce and hammer candle after the better gov’t shutdown news overnight - momentum names…
Nov 10 • 
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