Archive - TMT Breakout

Good afternoon.

1 hr ago • TMT Breakout

TMTB: Cerebras (CBRS) First Take

CBRS +13%: Big beat and raise, with a 4Q guide way over Street on both revenue and margins; hw beat and cloud missed.

2 hrs ago • TMT Breakout

TMTB: AMAT & Cisco (CSCO) and First Takes

AMAT +1.1%: Decent enough, not a blowout.

2 hrs ago • TMT Breakout

TMTB Podcast Intel: Sharp China on Jensen Huang’s Exit, Ben Buchanan on China’s Chip Gap, Decoder on NVIDIA (NVDA), TeraWulf (WULF…

TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.

3 hrs ago • Ethmos and TMT Breakout

TMTB Buyside Bogeys: Cisco (CSCO) and Applied Materials (AMAT)

Feedback welcome as always…

7 hrs ago • TMT Breakout

TMTB Morning Wrap

10 hrs ago • TMT Breakout

TMTB Podcast Intel: CoreWeave (CRWV) CEO Mike Intrator, Chip War’s Chris Miller on NVIDIA’s (NVDA) Washington Reset, The Information on…

TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.

Nov 11 • Ethmos and TMT Breakout

TMTB Podcast Intel: AWS (AMZN) CEO Matt Garman, ChinaTalk on NVIDIA (NVDA), Semi Doped on Intel (INTC), CoreWeave (CRWV) on Power, The…

TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.

Nov 10 • Ethmos and TMT Breakout

TMTB Podcast Intel: OpenAI CFO Sarah Friar, All-In on the Data-Center Freeze, Mobile Signal on AppLovin (APP) vs. Unity (U), Sharp Tech on…

TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.

Nov 9 • Ethmos and TMT Breakout

TMTB Programming Note: No Updates Mon–Wed (Nov 9–11)

TMTB got married yesterday, and we’re taking a few days off to celebrate!

Nov 8 • TMT Breakout

TMTB Morning Wrap: Anthropic $80B+ ARR, Semis bouncing

Nov 6 • TMT Breakout

Good afternoon.

Nov 5 • TMT Breakout

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