TMT Breakout | Substack

LONG RDDT: Narrative 180 -- What If AI Mode Actually Helps Reddit?

RDDT +6.8% today as they called out better demand trends in a Linkedin Post:

Jun 16 •

Recent posts

TMTB Morning Wrap

5 hrs ago •

Good afternoon.

20 hrs ago •

TMTB Morning Wrap

Aug 18 •

TMTB Weekly: GOOGL, RBLX, RDDT, AMD, HPE

Aug 17 •

TMTB Mid-Day Wrap

QQQs -50bps as semis lead the way down today and software + Internet rallying — the L semi / S sw trade very crowded at this point.

Aug 15 •

TMTB Morning Wrap

Aug 15 •

Good afternoon.

Aug 14 •

TMTB Morning Wrap

Aug 14 •

QQQs finished roughly flat, but again the price action underneath the surface continues to dominate.

Aug 13 •

TMTB Morning Wrap

Futures +30bps but IWM +75bps continues to outpace the QQQs for the 2nd straight day.

Aug 13 •

QQQs +1.2% as markets continue to hit all-time highs.

Aug 12 •

TMTB: NXPI DDOG Keybanc Tech Conf Recaps

NXP Semiconductors (NXPI)

Aug 12 •

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