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Sep 28, 2023 •

Recent posts

TMTB Weekly: RDDT, RBLX, NVDA, GOOGL, AMZN, DUOL, MU

13 hrs ago •

TMTB: Sorry - no posts today - woke up feeling under the weather and going to rest. Have a great one!

Jun 6 •

Early one today as I won’t be around after the close…

Jun 5 •

TMTB MORNING WRAP

Jun 5 •

TMTB: BofA/William Blair Conference Summaries - NVDA, NOW, BKNG, MCHP, ADSK, CSCO, TWLO

NVIDIA — Speaker: Ian Buck (VP Accelerated Computing)

Jun 4 •

QQQs +28bps as winners continue to run in Tech: CRWV +8%; SPOT +4.5%; ETSY +2.3%; RBLX +1.2%; NFLX +1.8%, etc.

Jun 4 •

TMTB: MDB +13% First Take

Nice top line beat at $549M vs street at $528M and better than bogeys at $540-$545M.

Jun 4 •

TMTB MORNING WRAP

QQQs hovering near flat.

Jun 4 •

TMTB: BofA Conference summaries: RBLX small group mtg, AMD, MRVL, PANW, CRM, DDOG, CYBR, MRVL, DELL,

RBLX Small Group Meeting

Jun 3 •

Jun 3 •

TMTB: CRWD (-6%) First Take as NNARR slight miss vs. bogeys

NNARR slightly light of bogeys at $193.8B vs bogeys closer to $190-$210M and street at $175M…Other than that #s seemed ok.

Jun 3 •

TMTB MORNING WRAP

QQQs hovering around flat, BTC +50bps; China +1%; yields dipping slightly.

Jun 3 •

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