Happy Sunday. Today is our 1-month anniversary here at TMTB and I wanted to say thanks to everyone who has recommended or shared our substack on Twitter or with friends/colleagues – we just passed 1k subs this week and it’s because of your feedback that we’ve been able to grow so quickly with a great mix of readers from across the investing spectrum – retail, prop traders, sell siders, industry analysts, and buysiders. If you want to reach out and talk names/ sentiment/ positioning/ expectations as we head into earnings season, hit me up over e-mail or DM me @heartbreakout – would love to hear from you. Lots more to come as we build this out – stay tuned!
Ok, let’s start with the bigger picture before we dive into TMT stocks. QQQs finished the quarter up 2.8% while Semis lagged only up 50bps and ARKK underperformed down 2%. QQQs finished the week flat while Semis outperformed up 2%.
Over the weekend we got news of Congress avoiding a shutdown (for 45 days) while China’s PMIs printe…
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