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
加入 May 2018
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Some thoughts around software strength and why the $SNOW print was the spark the space needed. From the TMTB weekly yesterday:
