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TMT Breakout 

TMT Breakout aims to be your TMT specialist and pass along the most important and relevant technology, media, and telecom stock moving research, trade ideas, and news items along with our own commentary every day, twice a day.
TMT Breakout
TMTB Morning Wrap
Good morning.
paidTMT Breakout9 min read
TMT Breakout
TMTB EOD Wrap
QQQs -90bps as IWM +30bps outperform. Treasuries have a modest bid, with yields flat-to-down 2bp across the curve with 10year yields making 52wk lows. Fed expectations are holding approximately steady, with the market pricing in a 33bp rate cut on 9/18 and ~103bp for the year (h/t VitalKnowledge).
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TMT Breakout
TMTB: Earnings Cheat Sheet for this week
NVDA CHWY CRM CRWD DELL MRVL MDB ESTC
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TMT Breakout
TMTB Morning Wrap
Good morning.
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TMTB Weekly
Happy Sunday.
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TMT Breakout
TMTB Mid-Day Wrap
Early one today as the weekend approaches…QQQs +55bps selling off a bit here…Big squeezy day as Powell made it official that the Fed will start cutting in Sept in a dovish speech where he sounded increasingly concerned about the outlook for labor and basically said the Fed doesn’t want to see the unemployment rate rise any further than it already has: “We do not seek or welcome further cooling in labor market conditions.” Yields are falling with the 2 year dn 7bps and 10 year dn 4 bps…Non-profitable tech +5% as TMT momentum pair -1.7% and large cap lagged..Let’s get to the recap
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TMT Breakout
TMTB Morning Wrap
Good morning.
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TMT Breakout
TMTB: INTU WDAY First takes; EOD Wrap
Good afternoon.
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TMT Breakout
TMTB Morning Wrap
Good morning.
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TMT Breakout
TMTB EOD Wrap
Early one today as have to run some errands post-close…QQQs +30bps as semis +1% and IWM +1.2 outperformed.
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TMT Breakout
TMTB Morning Wrap
Good morning.
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TMT Breakout
TMTB EOD Wrap
Good afternoon.
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TMT Breakout