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History

TMT Breakout
TMTB: Morning Wrap
Good morning.
paidTMT Breakout9 min read
TMT Breakout
TMTB Morning Wrap
QQQs +25bps as we all await the big NVDA print tonight - market pricing a 1% day move tomorrow.
paidTMT Breakout10 min read
TMT Breakout
TMTB EOD Wrap
QQQs +70bps bouncing back from early declines.
paidTMT Breakout3 min read
TMT Breakout
TMTB EOD Wrap
QQQs +69bps as Semis +1.15% finally managed a day of outperformance.
paidTMT Breakout3 min read
TMT Breakout
TMTB Weekly
Happy Sunday.
foundingTMT Breakout11 min read
TMT Breakout
TMTB Morning Wrap
QQQs -40bps. Yields falling 5bps; BTC +30bps. We got MSFT CEO Keynote at Ignite at 9am est.
paidTMT Breakout10 min read
TMT Breakout
TMTB EOD Wrap
Sorry for the late start - left early to go watch the “Red One", and no I don’t mean the day we had today in Tech.
paidTMT Breakout4 min read
TMT Breakout
TMTB Morning Wrap
Good morning.
paidTMT Breakout7 min read
TMT Breakout
TMTB Morning Wrap
Futures starting the day down this morning with QQQs - 80bps and Spoos -58bps as Powell’s hawkish comments late afternoon shifted probability of a cut to only 65%.
paidTMT Breakout8 min read
TMT Breakout
TMTB EOD Wrap
QQQs -70bps as markets digest recent strength.
paidTMT Breakout3 min read
TMT Breakout
TMTB Morning Wrap
QQQs +15bps rallying a roughly inline print as yields fall 5-6bps across the curve.
paidTMT Breakout11 min read
TMT Breakout
TMTB Morning Wrap
Good morning.
paidTMT Breakout12 min read
TMT Breakout