TMT Breakout

TMT Breakout

Share this post

TMT Breakout
TMT Breakout
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
Copy link
Facebook
Email
Notes
More

TMTB: NVDA bogeys, ZM ADI, 3P roundup (OKTA…

TMT Breakout
Nov 21, 2023
7

Share this post

TMT Breakout
TMT Breakout
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
Copy link
Facebook
Email
Notes
More

This thread is only visible to paid subscribers of TMT Breakout

Subscribe to view →

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
© 2025 TMT Breakout
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More