TMTB Weekly
www.tmtbreakout.com
Happy Sunday! We won’t spend too much time on the macro this week and hop straight into Thoughts/Positioning/Sentiment in TMT as we finish quite an action-packed Q1 of 2024. I have a feeling this won’t even be the most interesting q of the year. As you’ll see below, the main high-level theme we continue to see across all TMT sectors is one we’ve been writing about all year: the continued bi-furcation of winners vs. losers. As always, love to hear your feedback on individual names or high-level TMT thoughts. Let’s get to it…
TMT Landscape
