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Sep 28, 2023 • TMT Breakout

Recent posts

TMTB Morning Wrap

This will be the last post of the year.

Dec 19, 2025 • TMT Breakout

Good afternoon.

Dec 18, 2025 • TMT Breakout

TMTB Morning Wrap

Dec 18, 2025 • TMT Breakout

QQQs -1.8% / SPX -1.15% as Tech was hit hard after the FT reported that Blue Owl had withdrawn from providing financial backing to ORCL/OAI DC in…

Dec 17, 2025 • TMT Breakout

TMTB Morning Wrap

Dec 17, 2025 • TMT Breakout

QQQs +20bps / SPY -27bps on a fairly slow day where volumes ran 20% below 20D average.

Dec 16, 2025 • TMT Breakout

TMTB Morning Wrap

Dec 16, 2025 • TMT Breakout

QQQs -50bps / SPY 15bps / IWM -75bps as lots of red filled the screen to start what is the last non-holiday week of the year.

Dec 15, 2025 • TMT Breakout

TMTB Morning Wrap

Dec 15, 2025 • TMT Breakout

TMTB Weekly: Thoughts heading into 2026; Sentiment/Positioning/Narrative Roundup

This is our last weekly of the year.

Dec 15, 2025 • TMT Breakout

TMTB Morning Wrap

Dec 12, 2025 • TMT Breakout

TMTB: No EOD Wrap or Posts Tomorrow

Started feeling under the weather today so going to take a rest day tomorrow.

Dec 10, 2025 • TMT Breakout

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