TMTB: NVDA bogeys, ZM ADI, 3P roundup (OKTA CHWY SPOT), META Temu risk, PYPL Jeff 25% below street on EPS, MSFT mixed, WDC ug at GS, DOCN AI Ug at Opco, Gen ug at MS, AVGO/VMW close, ABNB Canada risk
TMTB: NVDA bogeys, ZM ADI, 3P roundup (OKTA CHWY SPOT), META Temu risk, PYPL Jeff 25% below street on EPS, MSFT mixed, WDC ug at GS, DOCN AI Ug at Opco, Gen ug at MS, AVGO/VMW close, ABNB Canada risk
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TMTB: NVDA bogeys, ZM ADI, 3P roundup (OKTA CHWY SPOT), META Temu risk, PYPL Jeff 25% below street on EPS, MSFT mixed, WDC ug at GS, DOCN AI Ug at Opco, Gen ug at MS, AVGO/VMW close, ABNB Canada risk
TMTB: NVDA bogeys, ZM ADI, 3P roundup (OKTA…
TMTB: NVDA bogeys, ZM ADI, 3P roundup (OKTA CHWY SPOT), META Temu risk, PYPL Jeff 25% below street on EPS, MSFT mixed, WDC ug at GS, DOCN AI Ug at Opco, Gen ug at MS, AVGO/VMW close, ABNB Canada risk
This thread is only visible to paid subscribers of TMT Breakout
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