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TMTB Morning Wrap
Good morning.
6 hrs ago
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TMT Breakout
12
TMTB: AMZN AAPL RDDT WDC TEAM ROKU LUMN First Takes
AMZN +10%: Hello acceleration my old friend!
21 hrs ago
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TMT Breakout
12
TMTB Morning Wrap
Good morning.
Oct 30
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TMT Breakout
7
TMTB: MSFT CVNA NOW EBAY RBLX Earnings Takeaways
Will have the usual Morning Wrap in a few, but for now earnings recaps…
Oct 30
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TMT Breakout
13
TMTB: GOOGL - the case for 30x; META Takeaways
Trying to get these out as I write them, more to come….
Oct 30
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TMT Breakout
16
TMTB: META MSFT GOOGL NOW First takes
META -8% revs inline w buyside bogeys; headline EPS is depressed by a one-time tax charge; margin miss Q4 revenue guide brackets Street but light of…
Oct 29
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TMT Breakout
13
TMTB Morning Wrap
Good morning.
Oct 29
•
TMT Breakout
13
CORRECTION: NVDA -- is the $500B # correct?
A reader reminds me that the math re: GB300s below on my original email is wrong as each GB300 package has 2 dies, which makes the Scenario 1 = Scenario…
Oct 28
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TMT Breakout
15
TMTB: NVDA -- is the $500B # correct?
I’ll keep this as simple as possible
Oct 28
•
TMT Breakout
2
TMTB Morning Wrap
Good morning.
Oct 28
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TMT Breakout
13
TMTB EOD Wrap
QQQs +1.8% as AI names led the way higher after Trump/China optimism over the weekend.
Oct 27
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TMT Breakout
13
TMTB: Buyside Bogeys for Earnings this week
As always, feedback welcome.
Oct 27
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TMT Breakout
18
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