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TMTB EOD Wrap

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TMT Breakout
Dec 05, 2024
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QQQs - 28bps as all eyes on NFP report tomorrow morning. BTC with a fairly ugly candle hovering around $100k after hitting 104k early in the day. Yields roughly flattish. Fairly quiet day.


Post-close GTLB +9% results look solid with nice rev beat ($196M vs street at $188), which is largest rev beat vs guide in 5 quarters. RPO also looks better. Sentiment/positioning was mixed heading in so should be viewed nicely. Guide above street and inline with bogeys but will be viewed conservatively as always. Names new CEO as old CEO stepping down for health reasons.

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