TMT Breakout

TMT Breakout

Buyside Bogeys & 1 - liners: Astera Labs (ALAB), AMD, ANET, Booking (BKNG), Pinterest (PINS), UBER, Shopify (SHOP)

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TMT Breakout
Aug 04, 2026
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Feedback welcome as always

We’ll have Wed 8/5 Bogeys: APP, DASH, DUOL, EBAY, EXPE, HUBS, SNDK, WDC out later today or tomorrow.

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