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Sitemap - 2024 - TMT Breakout

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap; MU Recap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly: Is TSLA primed for a big move into Jan/Feb?

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB: EOD Wrap

TMTB: AVGO First Take

TMTB Morning Wrap

TMTB EOD Wrap

TMTB: Morning Wrap

TMTB EOD Wrap

TMTB: MDB ORCL First Takes

TMTB: MDB ORCL AVGO ADBE 1-liners/bogeys

TMTB Morning Wrap

TMTB Weekly: Shifting Narratives and inflections in AMZN, RBLX, and NFLX

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap...late but some impt stuff to recap

TMTB Morning Wrap

TMTB: CRM +9% post-call takeaways

TMTB EOD Wrap

TMTB: MRVL OKTA First takes

TMTB: CRM First take

TMTB Morning Wrap

TMTB: CRM Preview Follow-up

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB Morning Wrap

TMTB: DELL WDAY ADSK NTNX First takes

TMTB: EOD Wrap

TMTB Bogeys for tonight (DELL, WDAY, CRWD)

TMTB Morning Wrap

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB Morning Wrap

TMTB: Weekly (Early Release)

TMTB Afternoon Wrap

TMTB Morning Wrap

TMTB: NVDA Recap

TMTB: NVDA PANW First Take

TMTB: SNOW first take

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB: SPOT SWKSFirst Takes

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB EOD Wrap

TMTB Morning Wrap

TMTB: ABNB EXPE AKAM SQ First takes

TMTB: TTD PINS ANET First takes

TMTB: Morning Wrap

TMTB: QCOM LYFT MTCH UPWK First takes

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB: PLTR NXPI First Takes; EOD Wrap

TMTB: Morning Wrap

TMTB Weekly

TMTB: EOD Wrap

TMTB: Morning Wrap

TMTB: AMZN AAPL INTC Recaps

TMTB: EOD Wrap

TMTB: AAPL First Take

TMTB: AMZN INTC First takes

TMTB: Morning Wrap

TMTB: Uber First Take

TMTB: META ROKU MSFT ETSY CVNA EBAY DASH First takes

TMTB: EOD Wrap

TMTB: Morning Wrap

TMTB: GOOGL AMD RDDT SNAP First Takes

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB: Noon Market Update

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB: EOD Wrap; NOW IBM LRCX TSLA First takes

TMTB Morning Wrap

TMTB EOD Wrap; TXN First Take

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB: I will be taking the week off

TMTB: No Posts Today or Tomorrow

TMTB EOD Wrap

TMTB: Q3 Early Bogeys, NFLX preview

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Afternoon Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB Mid-Morning Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB: ADBE First take

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap; ORCL First Take

TMTB Morning Wrap

TMTB Weekly

TMTB Morning Wrap

TMTB EOD Wrap

TMTB: AVGO First Takes

TMTB Morning Wrap

TMT EOD Wrap; HPE First Take

TMTB Morning Wrap

TMTB: GTLB ZS First Takes

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB: DELL MRVL MDB ADSK First takes

TMTB Morning Wrap

TMTB: NVDA Earnings Recap

CRM HPQ CRWD NTAP Quick Takes

NVDA Quick Take

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB: Earnings Cheat Sheet for this week

TMTB Morning Wrap

TMTB Weekly

TMTB Mid-Day Wrap

TMTB Morning Wrap

TMTB: INTU WDAY First takes; EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMT Morning Wrap

TMTB Morning Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB Morning Wrap

TMTB: TTD EXPE AKAM U First takes

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap + HOOD Z HUBS WBD First Takes

TMTB Morning Wrap

TMTB EOD Wrap

TMTB: ABNB SMCI FTNT RDDT CART UPST First takes

TMTB Morning Wrap

TMTB EOD Wrap; PLTR ZI First takes

TMTB Morning Wrap

TMTB Weekly

TMTB Morning Wrap

TMTB: AAPL SQ MCHP TWLO First takes

TMTB: AMZN DASH INTC ROKU SNAP First takes

TMTB Late afternoon Wrap

TMTB Morning Wrap

TMTB: META QCOM CVNA ARM EBAY CTSH WDC First Takes

TMTB late-afternoon Wrap

TMTB Morning Wrap

TMTB EOD Wrap

MSFT AMD ANET PINS MTCH EA QRVO First Takes

TMTB: Earnings Cheat Sheet for this week

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Morning Wrap

TMTB Morning Wrap

TMTB EOD Wrap; NOW IBM KLAC First Takes

TMTB Morning Wrap

TMTB EOD Wrap

TMTB: GOOGL TXN First Takes

TMTB Morning Wrap

TMTB EOD Wrap; SAP NXPI First Takes

TMTB Morning Wrap

TMTB Weekly

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB will be on vacation from July 1st - July 18th

TMTB Morning Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB: AVGO First take: EOD Wrap

TMTB Morning Wrap

TMTB: ORCL First takes; EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB: EOD Wrap

TMTB: DELL MDB MRVL First takes

TMTB Morning Wrap

TMTB Morning Wrap

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB: NVDA SNOW SNPS First takes

TMTB: Late Afternoon Wrap

TMTB Morning Wrap

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB: PANW First take; EOD Wrap

TMTB EOD

TMTB Weekly: Thoughts + NVDA Preview

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB: EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB: TSM big April #s; OpenAI event Monday; 3p Roundup (Cloud, AMZN, TSLA); NFLX/NFL; RBLX ug at Moffett; AKAM miss; SQSP ug

TMTB: EOD Wrap

TMTB Morning Wrap

ABNB ARM HOOD TTD HUBS CART First Takes

TMTB EOD Wrap

UBER SHOP AFRM ANET LYFT CFLT MTCH ZI Recaps; TSLA FSD 2% conversion + US investigating; OpenAI search event Monday?; AAPL China shipments better in march

TMTB: EOD Wrap

TMTB: ANET CFLT MTCH LYFT First takes

TMTB Morning Wrap

TMTB: MCHP PLTR First takes; EOD Wrap

TMTB Morning Wrap

TMTB Weekly

TMTB Morning Wrap

TMTB: AAPL Bogeys; Mid-morning Movers

TMTB Morning Wrap: TTD ug at Jeff; OpenAI Search Engine launch?; CVNA blowout; W better Q2; QCOM DASH FSLY ETSY EBAY CTSH Z PTON CYBR EPS Recaps

TMTB: CVNA EBAY ETSY DASH First Takes

TMTB EOD Wrap

TMTB: AMZN AMD PINS SMCI SWKS recap/thoughts; SIRI ug at GS; 3p roundup (CART, MELI, TSLA)...

TMTB: AMD SMCI First takes

TMTB: AMZN PINS First takes

TMTB Morning Wrap

TMTB EOD Wrap

TMTB: TSLA FSD approval; AAPL/Open AI partnership?;AAPL ug at Bernstein; SHOP ug at Citi; ROKU ug at Seaport; AMZN div?; META neg news articles; GS power deep dive; PANW MS better checks; T ug at Barc

TMTB Weekly

TMTB: Mid-day Movers

TMTB: GOOGL MSFT SNAP ROKU TEAM INTC WDC Recaps; Tiktok prefers to shutdown vs. sell; AAPL dg at Erste; 3p Roundup (AMZN NFLX LYFT ); MBLY dg at MS; ENPH ug

GOOGL MSFT SNAP ROKU First takes

TMTB: MSFT/GOOGL Final Bogeys; EOD Wrap

TMTB: META thoughts; NOW IBM CMCSA MBLY CHKP Recaps; AMZN UBS raises PT; 3p Roundup (DASH, CVNA); Tiktok

META PTSD thoughts: Zuck back to his old ways

TMTB: META NOW IBM First takes; EOD Wrap

TMTB: META First take

META thoughts into tonight

TMTB: TSLA TXN VRT APH Recaps; ABNB Mizuho ug to Buy; GOOGL delays cookie deprecation; SE ug at Loop; Hynix ramps up DRAM; 3p Roundup (GOOGL, W, Cloud, SHOP, AMZN); Musk talks up H100 usage; SIRI ug

TMTB: TSLA TXN First Takes; EOD Wrap

TMTB: SPOT SAP CDNS CALX Recaps; AAPL weak China sales; DDOG ug at WFS; RBLX ug at JPM; 3p Roundup (ROKU, GOOGL, CVNA, TSLA, DUOL, PINS); WBD dg to sell at Wolfe; FSLR ug; AFRM dn on competition

TMTB: CDNS SAP CALX First Takes; EOD Wrap

TMTB Morning Wrap

TMTB: ANET dbl dg; CPNG raises px; INTC/AMD China; MRVL sell-side +ve post AI day; NFLX $1K bull case at MS; GTLB ug; MBLY ug; TEAM neg catalyst watch; 3p roundup (SHOP, AMD, PYPL, LYFT/UBER); DOCU ug

TMTB EOD Wrap

TMTB: MSFT $24 EPS at MS; AMZN letter + CNBC; TEAM ug at Barclays; DASH ug at Moffett; ABNB dg at Needham; 3p Roundup (OPEN, ZG, ARM, SE, FIS); QCOM Bernie bulls; ADBE text to vid $; HOOD dg at Citi;

TMTB EOD Wrap

TMTB Notice: I will be on vacation from 4/13 - 4/20

TMTB Morning Wrap

TMTB EOD Wrap

TMTB Morning Wrap

TMTB EOD Wrap

TMTB: AMD cuts; AMZN MS bulls; NVDA/MU/ARM Keybanc +ve; AVGO Buy at DB; GOOGL 3p/Cloud Next; FSLY ug; TTWO ug; TSLA robo taxi; TSM chip $; DELL ISI +ve; LYFT WFS raises #s; AMAT Cantor Buy; NFLX #s

TMTB Weekly

TMTB Mid-afternoon update

TMTB: AMZN Mizuho +ve on AWS; SNOW ug; 3P roundup (ETSY, AFRM, EBAY); UBER Jeff/Needham +ve; DIS password sharing June; NFLX Pivotal ups tgt; TEAM Jeff +ve; WDC ug; CNK dbl ug

TMTB EOD Wrap

TMTB: GOOGL AI features/mixed checks; W ug at ISI, 3p +ve; META/GOOGL/AMZn Ad checks; TSLA; SQ MS dg; AAPL better services; Sohn pitches; PARA; RDDT sell at Bernie; BMBL dg; CDW catalyst watch at Cit

TMTB EOD Wrap

TMTB: INTC pushes out targets; TSLA neg recaps; Taiwan earthquake; PANW VP Sales leaves; SHOP Baird/Yip positive; SOFI +ve initiation; PARA buyout closer; DIS; EXPE -ve; GTLB pricing; GOOGL WFS

TMTB: TSM Susq +ve; 3p roundup (CVNA, CRM); HUBS Jeff says $5B in revs; NIO dg at Barclays; DUOL JPM +ve; NTES MS/Citi neg

TMTB EOD Wrap

TMTB: AMZN WFS tactical buy; MSFT $100B supercomputer; MSFT bulled at BAML/Jefferies; TSLA raises prices/WFS tactical sell; 3p Roundup (AMD, CHWY, AAPL, MELI, LYFT); DRAM spot slides; BILL dg; DIS

TMTB Weekly

TMTB EOD Wrap

TMTB: SNOW CEO buys / Databricks interview; PLTR dg at Monness; 3p Roundup (ROKU, DASH, AMZN, EBAY, SHOP); GS +ve on memory / Samsung increases production; AAPL dg; TSLA DB cuts deliveries; CYBR

TMTB EOD Wrap

TMTB: ADBE investor day recap; MRVL catalyst watch at Citi; HOOD Gold Card; W Clev positive; Adyen MS ug; TSLA Canaccord defends/3p data; MS defends cloud consumption names; SQ KEYB +ve; NFLX Wedbush

TMTB EOD Wrap

TMTB: PINS GOOGL ad units ramping; STX MS ug to Buy; MSFT PT to $500 at Wedbush; 3P Roundup (Cloud, CVNA, VMEO, LYFT/UBER); DKNG +ve initiation; TSLA FSD free-trial/Bernstein lowers #s; ADBE summit;

TMTB: EOD Wrap

TMTB: INTC/AMD banned from China gov't; TSLA/RIVN dg at Mizuho; DIS Barclays ug; NFLX Citi bulls; W MS bulls; LCID PIF investment; BIDU/AAPL; OFC starts today; SMCI JPM +ve; MTCH Elliott; CART JPM bul

TMTB Weekly

TMTB: NVDA UBS bulls; TSLA cuts China production; AAPL BIDU AI; GOOGL best ideas @ Wedbush; TSM JPM Blackwell opportunity; 3p roundup (MTCH ETSY AMZN LYFT PDD); PANW CEO Mad Money; AAPL DOJ fintech

TMTB EOD Wrap

TMTB: MU Blowout; AVGO ug / 3rd customer; AAPL DOJ; AMZN Shein/Temu; 3p roundup (AFRM, SPOT, ROKU, NFLX); ACN/CHWY Recap; RDDT; Opp defends EQIX; Chat-GPT 5 in summer; WBD/PARA ug

MU CHWY First Takes

TMTB EOD Wrap

TMTB: PDD top line accel; INTC Chips funding; MU Bogeys; 3p Roundup (CVNA, Fintech); TSLA raises px's'; SPOT BAML raises #s; NFLX Keybanc bulls; SNOW CNBC interview; MBLY expands w VW

TMTB EOD wrap

TMTB: NVDA Jensen roundup; AMD/MRVL?SMCI neg laterals?;SMCI 2M offering; W +ve initiation at Mizuho; 3p Roundup (Cloud, ETSY, EBAY, ROKU); MDB/SNOW to sell at Redburn; ZG defended

TMTB EOD Wrap

TMTB: GOOGL Gemini AAPL deal; META Mizuho details optionality; NVDA Blackwell spec rumors; RBLX Hunt a dud; Tiktok U.S. growth stalling; SNOW ug at Moness; LOGI CFO leaves; TSLA raises Model Y prices

TMTB Weekly

TMTB EOD Wrap

TMTB: ADBE Recap; MU bulled at Citi/WFC; China auto semis; HPE Bernstein neg; RIVN ug at Piper; SNOW ug at Gugg; 3p Roundup (NFLX, SHOP, AMZN); DASH ug; GOOGL I/O May 14th; AMZN Sale;

ADBE SMAR First takes

TMTB EOD Wrap

TMTB: HOOD +ve Feb / Bernstein $30TP; NVDA MCK neg on GB/GH200; CART Berstein tactical ug; ADBE bogeys; MSFT security co-pilot; 3p Roundup (HUBS, AMZN, LYFT, CPNG, MTCH); ABNB AirDNA uptick; PATH Reca

TMTB: AMZN fee impact to OI; TSLA dg at Wells; INTC less funding; AVGO Citi bulls; NVDA +ve ahead of GTC; SMCI BAML +ve; Samsung shifts in response to MU; TSLA 3p; First AW sw engineer

TMTB EOD Wrap

TMTB: ORCL recap; CVNA ug at Jefferies; 3p Roundup (AWS, GOOGL, RBLX); COIN ug at Rayjay; AAPL +ve; Tiktok bill house tomorrow; HPE AI order

TMTB EOD Wrap

ORCL First takes

TMTB: NFLX Oppenheimer bulls; NVDA Cantor/Cowen bullish; PDD ug at Jefferies; 3p roundup; ADBE/ORCL Bogeys; SMCI dg at Alethia; HPE/DELL Bull/bear; Reddit IPO; TikTok Trump Flip/Kotick wants to buy;

TMTB Weekly

TMTB EOD Wrap

TMTB: MRVL AVGO MDB DOCU Recaps; CVNA ug at RBC; COIN ug at GS; TSM sales; RIVN +ve shift; AMD mini NVDA; Huawei relies on U.S.; PLTR +ve; 3P roundup (W, LYFT, UBER, EXPE, BKNG)

TMTB: EOD Wrap

TMTB: MRVL AVGO MDB DOCU First takes

TMTB: MSFT ISI LT AI opp; ARM Mizuho +ve; META Temu spend; MU Stifel ug; 3P Roundup (RBLX, GOOGL, NOW, PYPL, PINS); INTC $3.5 contract; AKAM ug; PINS bull case; GOOGL trade secrets/CBO +ve; CIEN Firs

TMTB EOD Wrap

TMTB: CRWD +23% takes shots at PANW; TSM JPM bulls; TSLA Jonas at MS cuts #s; JD solid EPS; 3P Roundup (TSLA, ORCL, META); SMCI +ve initiation; NVDA +ve initiation; GTLB ug at Wolfe; PLTR Army contrac

TMTB EOD Wrap

TMTB: CRWD First takes

TMTB: GTLB the latest sw fumble; AAPL neg news; CVNA +3p data/CFO comments; LYFT ug at Argus; SE ug at JPM; ADBE Barclays +ve; AMD China roadblock; Wolfe CART accel bull case; 3p roundup (AMZN MSFT W)

TMTB: EOD Wrap

TMTB: SE looks good; LYFT/DASH ug at RBC; SMCI added to SP500; MU Mizuho/Alethia +ve; AAPL neg news; AMD Barc PT raise; AVGo RBLT bullish; JPM defends GOOGL; TSLA weak China #s; FUBO ug at Seaport

TMTB Weekly

TMTB: DELL NTAP ZS ESTC HPE ADSK EPS Recaps; AMD +ve boutique; NVDA mgmt mtg recaps; AAPL off GS conviction list; SQ dg at Phillips; FSR going concern; 3p roundup (CHWY, SHOP, META); Musk sues OpenAI

TMTB: DELL NTAP ESTC ZS ADSK First takes; EOD Wrap

TMTB: SNOW CRM HPQ AI NTNX OKTA EPS Recaps; TSLA RBC bulls on battery val'n; 3p roundup (RBLX, CRWD); CPNG ug at DB; DRAM Samsung/Hynix up prod; BABA cloud px cuts; AAPL mixed news flow; MSFT GS bulls

TMTB: SNOW CRM NTNX HPQ EPS Recaps

TMTB: SNOW/CRM Bogeys; SNOW Wedbush/JPM +ve checks; TSLA new roadster/3p data; PDD MS removes from top pick; AAPL BAML iPhone survey; MSFT Barclays/UBS +ve; BMBL/CPNG/BIDU/EBAY/AMBA/FSLR EPS Recaps;

TMTB: EBAY AMBA First takes; EOD wrap

TMTB: WDAY/ZM/U EPS Recaps; NFLX UBS +ve/no more AAPL billing; ARM dg at New Street; 3p roundup (CHWY, CVNA); ROKU dg at Wells; ORCL MS cautious; PANW rips; GOOGL choice screen impact

TMTB: WDAY ZM First Takes; EOD Wrap (GOOGL thoughts)

TMTB: MU begins HBM3 prod; AMZN bulled at Bernie; HCP ug; Cyber checks; GOOGL neg headlines; 3p data (ZS, Cloud); CRM +ve; PDD more noise; SMAR initiated sell

TMTB Weekly

TMTB: EOD Wrap

TMTB: CVNA EBITDA inflection; DKNG ug at Barclays; 3p Roundup (AMZN, CPNG, LYFT/UBER, EBAY, SNOW); DELL ISI catalyst pick; RIVN dbl dg at UBS; NIO dg at JPM; BKNG SQ INTU EPS Recaps; LUNR landing

TMTB: CVNA post-call thoughts; EOD Wrap

TMTB: CVNA BKNG INTU SQ First Takes

TMTB: NVDA saves the day; ETSY FVRR RIVN W EPS Recaps; DASH ug at MS; 3p Roundup (TSLA, NFLX, AMZN); SNOW JPM/BAML mixed; LCID dg at Cantor; DELL bulled at JPM; UBER India expansion

TMTB: NVDA ETSY RIVN DOCN First Takes

TMTB: PANW yikes!; AMZN DJI add/Bezos finishes selling; 3p roundup (CVNA, W, DOCU); ADI WIX GRMN First Takes; Semianalysis pours cold water on Groq; CFLT Stifel initiates at Buy

TMTB EOD Recap

TMTB: PANW RNG First Takes

TMTB: INTC/GFS get Chips $; NVDA Baird +ve, SMCI $1,300 PT; Groq LPU gets chatter; AMZN Bezos last 2M?; Nintendo Switch 2 delay; CRM BAML +ve; AAPL AI upgrade impact?; NVDA/PANW bogeys; WMT/VZIO offic

TMTB Weekly

TMTB: CVNA dg at RJ; AMZN Bezos sells; SMCI WFS initiation; NVDA Loop $1,200 PT; AAPL AI; W ug at RJ; DASH AMAT TTD ROKU Recaps

TMTB: GOOGL Open AI rival?; SMCI $1k+ PT at BAML; META/AVGO; 3P roundup (OKTA, RBLX, CRM) SNOW dg at HSBC; COIN ug at JPM; AKAM dg at HSBC; AAPL/PARA Buffett sells; INTC event; CSCO HUBS APP Recaps

TMTB: CSCO HUBS APP First Takes; EOD Recap

TMTB: UBER sets bullish tgts; PANW mixed checks at Keybanc; CRM +ve checks Jefferies; CDNS ug at MS; NFLX +ve 3p; Zuck goes after Vision Pro; AMZN Bezos sells more; S UG at BAML; LYFT ABNB Z AKAM HOOD

TMTB EOD Recap

LYFT: Said on call 500bps was a typo on the PR; actually only 50bps expansion...

TMTB: LYFT ABNB AKAM Z UPST HOOD First takes

TMTB: SHOP DDOG ANET CDNS Recaps; MSFT WSJ mixed Copilot; UBER/LYFT strike; 3p roundup (MU, CVNA); AMD/NVDA Mizuho raises PTs; PYPL Daiwa dg

TMTB Evening Market Musings

TMTB EOD Recap

TMTB: ANET LSCC CDNS ZI First takes

TMTB: AMZN Bezos sells; AAPL Wedbush +ve checks/ISI bulls AI opp; RIVN dg at Barclays; AVGO UBS +ve AI; U dg at Macq; 3p Roundup (UPST, ABNB); TTD Benchmark says guide below; MNDY First Take; SMCI +ve

TMTB Weekly

TMTB EOD Recap / AMZN ATHs next week?

TMTB: NVDA enters custom chip market; Altman wants to raise $7T; PINS BILL NET EXPE AFRM Recaps; 3p Roundup

TMTB: EOD Recap

TMTB: PINS EXPE AFRM First takes

TMTB: CYBR DT ARM PYPL DIS CFLT Recaps; ZI dg at Citi; 3p roundup (SHOP, HUBS, PDD/Temu); GOOGL $20 chatbot; BABA dg; RBLX 2 upgrades

TMTB EOD

TMTB: ARM CFLT DIS PYPL First Takes

RBLX Post-call takes

TMTB: RBLX beats bogeys; UBER Solid; BABA mixed; SNAP rug pull; MS bulls NVDA; 3p roundup (ETSY, CART); DIS/FOX/WBD sports streaming; FTNT good billings but things to nitpick; CTSH lowers guide

TMTB EOD

TMTB: SNAP FTNT First takes

TMTB: Piper bulls PINS/Googl partnership?; PLTR inflection q?; SPOT NXPI COHR CHKP recaps; AVGO added to focus list at JPM w $1,500 PT; TSLA dg at Daiwa; CVNA accels; PLUG dg; DOCU RIF

TMTB EOD; PLTR First Take

TMTB: NVDA GS raises PT to $800; AAPL/U Vision Pro Hype; SPOT PT to $250 at MS; ON looks solid; AMZN 50M share sale; Trump more tariff talk; COIN Mizuho neg; ZS COO resigns

TMTB Weekly

*impt* TMTB: Closing NEW paid signs ups this Monday

TMTB: META AMZN AAPL TEAM thoughts; SHOP 3p revised up; 3P Roundup (RBLX, UBER/LYFT); TSLA recall

TMTB: AMZN AAPL TEAM Recaps

TMTB: META post-call thoughts

TMTB: META AMZN First takes; EOD Recap

TMTB: AMZN/META/AAPL Final thoughts/bogeys; ETSY Elliott; ZI ug at MS; T ug at JPM; NVDA sells chips to China; SHOP neg 3p data

TMTB: EOD Recap; QCOM QRVO post-EPS

TMTB: Earnings Read-throughs; GOOGL MSFT AMD SWKS recaps, CHKP ug at WB; PLUG ug at Roth; Piper likes NTNX; TSLA Baird bears up; VZ ug at Barclays

GOOGL MSFT AMD MTCH post-call takes

TMTB: GOOGL MSFT AMD MTCH First Takes

TMTB EOD

TMTB Weekly: GOOGL MSFT AMD AAPL META AMZN Previews

TMTB: INTC First Takes, EOD Wrap

TMTB EOD

TMTB: NFLX Post-call takes

TMTB EOD

TMTB: NFLX TXN First Takes

TMTB EOD

TMTB Weekly

TMTB EOD

TMTB EOD

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TMTB Weekly

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TMTB EOD: We get more constructive

TMTB Weekly

TMTB EOD

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