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The way tech stocks behave has changed permanently - let us be your advantage.
Sep 28, 2023
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TMT Breakout
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TMTB EOD Wrap
Good afternoon.
Jan 16
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TMT Breakout
1
TMTB Morning Wrap
Good morning.
Jan 16
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TMT Breakout
8
TMTB EOD Wrap
Good afternoon.
Jan 15
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TMT Breakout
8
TMTB Morning Wrap
Good morning.
Jan 15
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TMT Breakout
11
TMTB EOD Wrap
QQQs -1.3% with IWM outperforming QQQs by almost 200bps.
Jan 14
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TMT Breakout
16
TMTB Morning Wrap
Good morning.
Jan 14
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TMT Breakout
24
TMTB Morning Wrap
Good morning.
Jan 13
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TMT Breakout
5
TMTB EOD Wrap
Good afternoon.
Jan 12
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TMT Breakout
7
TMTB Morning Wrap
Good morning.
Jan 12
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TMT Breakout
10
TMTB Weekly
TMTB Weeklys are part of TMTB Pro. This week we’ll touch on Software vs. Semis, the AI semi landscape, SNDK, semi caps, AI Power, internet, RDDT, macro…
Jan 11
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TMT Breakout
4
TMTB Morning Wrap
QQQs +25bps ahead of NFP in a few minutes and a potential Tariff ruling around 10am.
Jan 9
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TMT Breakout
13
TMTB EOD Wrap
QQQs -57bps today in a pretty fragmented factor day coupled with AI infra unwind / rotation: the worst pocket was Network Equip (-7.5%) and anything…
Jan 8
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TMT Breakout
12
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