TMT Breakout

TMT Breakout

TMTB: Buyside bogeys: AMD, Shopify (SHOP), ALAB, DT, ANET, DUOL, BKNG

Tuesday prints

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TMT Breakout
Nov 03, 2026
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Feedback welcome, as always….

Part 1: AMD, DT (BMO), SHOP (BMO), ALAB

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