TMT Breakout
@TMTBreakout
Top Ranked Substack | 2x DaiIy Institutional-grade insights + recaps of Wall Street research, earnings, news, and alt data | 17yr Tech HF Manager | TMT Breakout
参加 May 2018
294 フォロー中 16.9K ファン
Some thoughts around software strength and why the $SNOW print was the spark the space needed. From the TMTB weekly yesterday:
