Here's my pitch why you should sub to TMT Breakout (link in bio):. I have spent over 20 years investing in technology stocks – close to 15 of those years on the buy-side, including stints as a Tech PM running 9 figures at a multi-manager hedge fund and as a Tech Media Telecom.

@TMTBreakout Chat is The Best place for fundamental Tech stock talk on the web & rivals or surpasses any of my Bloomberg chats. A very talented crowd of buysiders + sellsiders and retail. Best part: it's free as part of a TMTB sub. Here's the team nailing $MDB today.

*** @TMTBreakout MORNING WRAP ***. ⚡ $NVDA: UBS PT $205 on strong FQ3 guide; Jefferies flags networking upside but China risks. FT reports China pushback after “insulting” remarks; Nikkei says local AI chip self-sufficiency target by 2027. 📱 $APP: Wells Fargo PT $491 on web.

@firstadopter.

$AMD: MORE NEAR TERM DIGESTION LIKELY UNTIL WE GET CLOSER TO '26. Here's what we wrote to TMTB subs last week post the Fubon note:. $AMD has had a big run over the last several months, up over 60% since early June, but we think stock needs some digestion here as buyside estimates.

**TMT BREAKOUT MORNING WRAP**. 📈 $MDB Citi deep dives into bull case, PT $405, adds to catalyst watch list. Stock +7% Friday on Value act stake. 🦉 $DUOL double upgrade day �� KeyBanc to Buy , Citi initiates at $400. ⚡ $NVDA: Morgan Stanley + Mizuho lift racks + NVL72.

Hearing Fubon out today saying Rubin delayed as $NVDA looking to better compete with $AMD's Mi450. Edgewater also out confirming the delay this morning. Definitely an unexpected headline. .

IT'S NOT JUST SOFTWARE - THE RETURN OF THE SECULAR LOSER IN TECH:. Over the last decade, we’ve seen how far multiples can stretch to the upside for perceived winners in Tech—just look at $PLTR trading at 200x FCF. But those of us who’ve been in the Tech game long enough also.

AI FEARS AND THE GREAT SOFTWARE DE-RATING:. Big story today was the continued horrible price action in software with plenty of de-grossing going on: IGV down 3% and breaking below 50D MA. Price action has been horrid for a few weeks now and today’s GPT-5 event just seemed to

RT @MetacriticCap: @LongOnlyLarry @puffinancial @ContrarianCurse @CoorsLightCEO @TMTBreakout TMT Breakout differential:.— 3p data commentar….

RT @puffinancial: @ContrarianCurse @CoorsLightCEO @TMTBreakout on substack, is paid but i’d argue significantly higher value add than any b….

$NET +7% another great q as growth continues to accel. Gotta pay attention when @eastdakota is vibing the weekend before earnings.

$MRVL This MSFT Maia 300 ramp would imply something close to $8-10 in EPS in CY27 vs street at $4.25 if true.

$GOOGL +1% as Judge Mehta ask today seems to imply behavioral remedies over structural ones in DOJ case. The minute order issued by Judge Amit Mehta on July 29, 2025, in the remedies phase of the U.S. Department of Justice’s antitrust case against Google (focusing on its search.

HIGH EARNINGS BAR THIS EPS SEASON IN TECH. This is the opposite of last earnings cycle back in late April, where misses were bought and beats ripped hard. That doesn’t mean stocks can’t work on good prints, it just means valuations are near full right now so prints need a bit

RT @tickerplus: $GOOG $GOOGL Google Gemini is accelerating in our trackers ahead of earnings today with a +192% YoY rise. Google Search is….

$RDDT: TRICKY SET-UP INTO THE Q. Still feeling out the set up here into the q - revs likely to crush again, but July user data so far has flatlined after the June improvement (Q2 US net adds prob flattish) — in other words, need more data to prove the AI overviews thesis helping.

$RDDT: "MASSIVE MIGRATION" TO PLATFROM. Interesting quote from @FT this morning helping drive point that $RDDT benefitting from AI Overviews:. As Reddit becomes an increasingly important source for LLMs, advertisers are responding with what one agency chief described as a.

$MRVL: Jefferies Asia Sees MSFT Retention, AAPL Win Potential in ASIC Pipeline. Jefferies Asia now believes MRVL is likely to retain Microsoft's 2nm Mia 2.0 ASIC, reversing earlier speculation that Broadcom (AVGO) could win the business. Additionally, Apple, which developed its.