Archive - TMT Breakout

TMTB Morning Wrap

Sep 6 •

Good afternoon.

Sep 5 •

TMTB: AVGO First Takes

AVGO -4%: Revs/Eps in lineish with expects, but Q4 revs misses buyside bogey

Sep 5 •

TMTB Morning Wrap

Sep 5 •

TMT EOD Wrap; HPE First Take

Good afternoon.

Sep 4 •

TMTB Morning Wrap

Sep 4 •

TMTB: GTLB ZS First Takes

GTLB +9%: Looks good with rev beat and FY guide raise more than magnitude of beat

Sep 3 •

Welcome to September…An ugly day with QQQs -3% with Semis -8% leading the way down.

Sep 3 •

TMTB Morning Wrap

Hope everyone had a good long weekend and a great summer.

Sep 3 •

Hope everyone is enjoying their long weekend.

Sep 2 •

August 2024

QQQs +1.2% driven by semis +2.5%, AI outperformance and some good earnings overnight.

Aug 30 •

TMTB Morning Wrap

Aug 30 •

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