TMT Breakout

Home
Chat
Archive
About
Why you should subscribe to TMTB
The way tech stocks behave has changed permanently - let us be your advantage.
 • 
TMT Breakout
TMTB Morning Wrap
Good morning.
 • 
TMT Breakout
TMTB EOD Wrap
Good afternoon.
 • 
TMT Breakout
TMTB: AVGO First Takes
AVGO -4%: Revs/Eps in lineish with expects, but Q4 revs misses buyside bogey
 • 
TMT Breakout
TMTB Morning Wrap
Good morning.
 • 
TMT Breakout
TMT EOD Wrap; HPE First Take
Good afternoon.
 • 
TMT Breakout
TMTB Morning Wrap
Good morning.
 • 
TMT Breakout
TMTB: GTLB ZS First Takes
GTLB +9%: Looks good with rev beat and FY guide raise more than magnitude of beat
 • 
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!
Recommendations
View all 16
The Running Of The Bulltards
The Running Of The Bulltards
James Bulltard
Hard Mode by Breaking SaaS
Thomas Robb
Eliant’s Exploits
Eliant’s Exploits
Eliant
The Intellectual Investor
The Intellectual Investor
Vitaliy Katsenelson
The Lead-Lag Report
The Lead-Lag Report
Michael A. Gayed, CFA
© 2024 TMT Breakout
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture