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TMTB EOD: AVGO DOCU HCP First Takes; Market Recap
Sorry for delay - been traveling today. Haven’t had a chance to listen to any calls yet but below are first takes for AVGO DOCU and HCP and then market…
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TMT Breakout
TMTB: GOOGL Gemini vs ChatGPT, AMD Recap, AMZN Cowen top pick/AWS uptick, META Cowen mixed ad trends, FTNT mixed at Barclays, CHWY Recap…
Good morning. QQQs are rallying up 50bps as investors turned more positive on GOOGL’s (+3.5%) Gemini release and AMD (+3%) overnight. Yields are up…
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TMT Breakout
TMTB EOD
QQQs finished down 60bps and near the lows after filling the gap from Monday and cutting through the 21D to the downside. IWM made a new 4 month high…
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TMT Breakout
TMTB: AMD AI event today, Barclays TMT Conf, TSLA next-gen sooner?/+ve 3p data, SHOP mixed 3p data/Wedbush dg/post-analyst day notes, MDB…
Good morning. QQQs are up 45bps, BTC up 50bps, crude is down 1%, China up 1%, and yields slightly down following ADP miss (103k vs 130k) Events today…
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TMT Breakout
TMTB EOD: MDB First Take, EOD Recap
MDB (-3%) with a nice beat on top line but Q4 outlook in line Big revenue beat at $433M vs $404M (buyside at $420M-$425M). Atlas grew 36% vs buyside at…
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TMT Breakout
TMTB: GTLB beat and raise, NVDA Raimondo chg in tone, AAPL Foxconn better/BAML +ve, HOOD +ve update, UBER/LYFT NYC min wage, AMZN Bernstein…
Good morning - slow news day today. QQQs following through on weakness yesterday down 40bps and yields are down 2-3bps. China is down 2% despite better…
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TMT Breakout
TMTB EOD: GTLB First take; EOD Recap (we shift into "wait and see" mode on the QQQs)
GTLB (+16%) the latest sw stock with another beat and raise with Q3 and Q4 guide landing well ahead of where buyside bogeys were. Q3 Results: Billings…
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TMT Breakout
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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