TMTB is known for our 2x-daily institutional-grade Tech commentary, but one of the biggest benefits of your paid subscription happens between the posts: the TMTB Slack. I know there are still many of you paid subscribers reading this who aren’t in there: if you haven’t requested access to it, please e-mail slack@tmtbreakout.com and request an invitation. The TMTB community has become one of the sharpest, most thoughtful and high signal Tech chats I’ve ever been a part of. The quality of the people and discussion is incredible, and it’s just fun and exciting to talk Tech stocks and work through the market together every day.
I only occasionally share what happens inside the room, but I wanted to pull back the curtain on the past 24 hours because it’s a pretty good snapshot of the value happening there every day.
$NVDA was a perfect example. The earnings thread from last night generated 371 replies real-time as the call was going on, with the conversation quickly moving well beyond head…