TMT Breakout

TMT Breakout

Home
Chat
Archive
About
TMTB EOD Wrap
QQQs +1% with a late 1% sell off in the last 30 minutes.
6 hrs ago • 
TMT Breakout
6

Share this post

TMT Breakout
TMT Breakout
TMTB EOD Wrap
Copy link
Facebook
Email
Notes
More
TMTB: TTD PINS EXPE LYFT HUBS First takes
TTD +14%: Blowout beat.
8 hrs ago • 
TMT Breakout
4

Share this post

TMT Breakout
TMT Breakout
TMTB: TTD PINS EXPE LYFT HUBS First takes
Copy link
Facebook
Email
Notes
More
TMTB Morning Wrap
Good morning…QQQs +1% ahead of UK trade deal announcement.
15 hrs ago • 
TMT Breakout
6

Share this post

TMT Breakout
TMT Breakout
TMTB Morning Wrap
Copy link
Facebook
Email
Notes
More
TMTB EOD Wrap
QQQs +39bps - can’t say that was a boring day in Tech as GOOGL -7% on search volumes declining on AAPL’s Safari browser and AI semi complex catching a…
May 7 • 
TMT Breakout
5

Share this post

TMT Breakout
TMT Breakout
TMTB EOD Wrap
Copy link
Facebook
Email
Notes
More
TMTB: APP CVNA SWKS ARM First Takes
APP +13%: Big beat driven by advertising.
May 7 • 
TMT Breakout
3

Share this post

TMT Breakout
TMT Breakout
TMTB: APP CVNA SWKS ARM First Takes
Copy link
Facebook
Email
Notes
More
TMTB: Morning Wrap Part 2
Covered most in Part 1 here earlier, but some few remaining items…
May 7 • 
TMT Breakout
2

Share this post

TMT Breakout
TMT Breakout
TMTB: Morning Wrap Part 2
Copy link
Facebook
Email
Notes
More
TMTB Morning Wrap
QQQs +30bps have sold off this morning despite being +1%+ on reports that China and US will hold their first confirmed trade talks this weekend in…
May 7 • 
TMT Breakout
3

Share this post

TMT Breakout
TMT Breakout
TMTB Morning Wrap
Copy link
Facebook
Email
Notes
More
TMTB EOD Wrap; AMD ALAB ANET LITE UPST First takes
QQQs -93bps. Fed expects continue to price in close to 80bps worth of cuts. Yields fell 2-4bps across the curve.
May 6 • 
TMT Breakout
4

Share this post

TMT Breakout
TMT Breakout
TMTB EOD Wrap; AMD ALAB ANET LITE UPST First takes
Copy link
Facebook
Email
Notes
More
TMTB Morning Wrap
QQQs -1% following through from yesterday’s weakness which broke Tech’s 10D win streak.
May 6 • 
TMT Breakout
5

Share this post

TMT Breakout
TMT Breakout
TMTB Morning Wrap
Copy link
Facebook
Email
Notes
More
TMTB EOD Wrap
QQQs -60bps. Yields rose 1-3bps across the curve as Fed expects now sit at only 3 cuts for the full year with the next cut not anticipated until 7/30…
May 5 • 
TMT Breakout
5

Share this post

TMT Breakout
TMT Breakout
TMTB EOD Wrap
Copy link
Facebook
Email
Notes
More
TMTB: PLTR First takes
PLTR -2%: Looks very solid with Q2 Revs guided to 38% y/y vs street at 33%
May 5 • 
TMT Breakout
5

Share this post

TMT Breakout
TMT Breakout
TMTB: PLTR First takes
Copy link
Facebook
Email
Notes
More
TMTB: Earnings Cheat Sheet Week of May 5
Cheat Sheet w/ Bogeys:
May 5 • 
TMT Breakout
5

Share this post

TMT Breakout
TMT Breakout
TMTB: Earnings Cheat Sheet Week of May 5
Copy link
Facebook
Email
Notes
More
© 2025 TMT Breakout
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More