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TMTB will be on vacation from July 1st - July 18th
Hi All -
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TMT Breakout
3
TMTB EOD Wrap
Good afternoon.
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TMT Breakout
TMTB Morning Wrap
Good morning.
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TMT Breakout
TMTB Morning Wrap
Good afternoon.
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TMT Breakout
1
TMTB Morning Wrap
Good morning. QQQs - 30bps, BTC - 3%, China - 1.4%. Yields are ticking down slightly. Some good reports out of NOW and IBM so we’ll see if sw can…
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TMT Breakout
TMTB EOD Wrap; NOW IBM KLAC First Takes
QQQs - 3.6% and now down 8% from the peak. Red across the board as GOOGL put a wet blanket on the internet sector and AI-related names led the way down…
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TMT Breakout
TMTB Morning Wrap
GOOGL: #s looked fine with better search at 13.8% vs high end of expects at 13%; OI beat; Cloud beat/accel but Youtube weaker and forward commentary on…
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TMT Breakout
TMTB EOD Wrap
Good afternoon. QQQs -35bps; BTC - 3.5%; China -1.4%. Another day of IWM +1% outperformance as non-profitable tech outperformed.
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TMT Breakout
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TMT Breakout
TMT Breakout
TMT 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!
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