TMT Breakout
@TMTBreakout
Top 10 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
299 Following 18K Followers
Based on OAI Friar's comments on CNBC today that OAI ARR is +35% QTD, implies ~250% y/y growth in August, an acceleration and 12 month high
