TMT Breakout
@TMTBreakout
Top 5 Fin Substack | 2x DaiIy Institutional-grade insights + recaps of Wall Street research, earnings, news, and alt data | 17yr Tech HF Manager | TMT Breakout
Joined May 2018
306 Following 19.1K Followers
Some thoughts around software strength and why the $SNOW print was the spark the space needed. From the TMTB weekly yesterday:
