TMTB Earnings Cheat Sheet - TMT Breakout

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TMTB Evening Market Musings

After reflecting a bit on the price action today, a few tea leaves stood out that the shift to unloved/IWM-like stocks and away from consensus Mega-caps…

Feb 13, 2024 • TMT Breakout

It’s the beginning of March, and the early signs of spring are in the air here in Cali: the big Oaks have started to flower, the glowing orange poppys…

Mar 3, 2024 • TMT Breakout

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…

Feb 22, 2024 • TMT Breakout

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…

Mar 6, 2024 • TMT Breakout

Jan 12 • TMT Breakout

Good afternoon.

Mar 5, 2024 • TMT Breakout

TMTB: CVNA BKNG INTU SQ First Takes

CVNA +15% looks solid with $5.9k GPU in Q4 vs $5.5k and great Q1 EBITDA guide

Feb 22, 2024 • TMT Breakout

TMTB: CVNA post-call thoughts; EOD Wrap

CVNA +18% bottom-line: better than we expected as is the inflection point into “goldilocks”

Feb 23, 2024 • TMT Breakout

TMTB: MRVL AVGO MDB DOCU First takes

MRVL MDB optics don’t look great, AVGO solid against high expects, while DOCU looks good against low expects

Mar 7, 2024 • TMT Breakout

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

Dec 15, 2024 • TMT Breakout