TMT Breakout

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Latest

2026-11-02

Based on

12 recent issues

• Covers: Daily market wraps, tech stock earnings breakdowns, buyside bogeys, Wall Street research summaries, and tech executive podcast intelligence.
• For: Tech hedge fund managers, institutional investors, equity analysts, and finance professionals.
• Best for: Institutional investors and equity analysts tracking tech, media, and telecom market movements.
• Skip if: Retail investors wanting basic personal finance tips or non-tech business operators.

Start with

• TMTB: Palantir (PLTR) & ON Semi First takes: Breaks down Palantir and ON Semi quarterly results against buyside bogeys.
• TMTB Weekly: More Lab ARR & GOOGL AI Mode Bull case: Explains how AI trade dynamics are driven by AI lab annual recurring revenues.

Sponsors seen

• EthmosPartner

  TMTB Podcast Intel is produced by Ethmos , research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.

  TMTB Podcast Intel: Sam Altman on OpenAI’s Chip, Rising NVIDIA (NVDA) GPU Rents, Mark Gurman on Apple’s (AAPL) iPhone Duo Defect, Anthropic’s S-1 on Decoder, Sold-Out GE Vernova (GEV) Turbines · 2026-10-29
• EthmosPartner

  TMTB Podcast Intel is produced by Ethmos , research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.

  TMTB Podcast Intel: Marvell (MRVL) and Lumentum (LITE) CEOs on Their Deal, The Circuit on Intel (INTC), Ben Thompson on Anthropic’s S-1, Nebius’ (NBIS) CTO, Onnig Terzian’s Agentic Winners and Losers · 2026-11-02

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Summarised by AI from 12 recent issues. Audience size is not included. Prices are not included. Report a mistake.