Archive - TMT Breakout

TMTB: MDB ORCL AVGO ADBE 1-liners/bogeys

MDB (Today post-mkt)

5 hrs ago •

TMTB Morning Wrap

7 hrs ago •

TMTB Weekly: Shifting Narratives and inflections in AMZN, RBLX, and NFLX

Another busy week in the Tech.

Dec 7 •

QQQs +90bps after NFP was roughly inline keeping 12/18 fed cut on the table - odds of a 25bp cut climbed to 85%.

Dec 6 •

TMTB Morning Wrap

Dec 6 •

QQQs - 28bps as all eyes on NFP report tomorrow morning.

Dec 5 •

TMTB Morning Wrap

Dec 5 •

TMTB EOD Wrap...late but some impt stuff to recap

Running around today and finally got back to my screens…

Dec 5 •

TMTB Morning Wrap

Dec 4 •

TMTB: CRM +9% post-call takeaways

We knew Benioff was going to be bullish, but I thought call went even better than expected.

Dec 3 •

Good afternoon.

Dec 3 •

TMTB: MRVL OKTA First takes

MRVL +7%: Solid beat and raise but GM guide a bit light

Dec 3 •

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