TMT Breakout

TMT Breakout

Share this post

TMT Breakout
TMT Breakout
TMTB: PANW CSCO takes; MSFT RBLX recaps; 3p roundup (AMZN, CPNG, OKTA, MSFT, CRM, NFLX); MDB +ve initiation @ WFC; INTC ug at Mizuho $84 SOTP; BABA miss share overhang; WMT miss; CHGG neg checks;
Copy link
Facebook
Email
Notes
More

TMTB: PANW CSCO takes; MSFT RBLX recaps; 3p…

TMT Breakout
Nov 16, 2023
8

Share this post

TMT Breakout
TMT Breakout
TMTB: PANW CSCO takes; MSFT RBLX recaps; 3p roundup (AMZN, CPNG, OKTA, MSFT, CRM, NFLX); MDB +ve initiation @ WFC; INTC ug at Mizuho $84 SOTP; BABA miss share overhang; WMT miss; CHGG neg checks;
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