TMT Breakout

TMT Breakout

TMTB Buyside Bogeys: SPCX, Netflix (NFLX), META, Spotify (SPOT), WDC, LRCX

Week of 10/19

TMT Breakout's avatar
TMT Breakout
Oct 20, 2026
∙ Paid

Tuesday 10/20: NFLX, SPCX


Wednesday 10/21: META, LRCX, SAP, TXN

Keep reading with a 7-day free trial

Subscribe to TMT Breakout to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2026 TMT Breakout · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture