HeyJaredTMT Breakout
Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data. Written by a 17-year Tech Hedge Fund Veteran.
- Indexed issues, last 90 days
- 47
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 7, 2026
Latest issues
EOD Wrap: Micron (MU) First Takes (opens the original)
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Good afternoon. QQQs +25bps on the last day of the quarter, fading from +97bps at the highs with most of the give-back in the last 40 minutes. Software over AI SI infra was the trade today: software +1.2% led, with the names hit by META’s enterprise push and OAI Dev Day bouncing hardest (MNDY +3% HUBS +3.7%; PATH +4.2%), while semis +21bps lagged (AVGO -1.1%; ASML -1.2%; SKHY -1.4%) and AI infra/power bled (JBL -10.1% despite a decent set of numbers & CBRS -8.9% reports t
TMTB Podcast Intel: OpenAI DevDay Coverage, CoreWeave’s (CRWV) CEO on the First Vera Rubin Customer, SAP’s CEO on Whether the SaaSpocalypse Is Over, Spotify (SPOT) Co-Founder Daniel Ek (opens the original)
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<img alt="TMTB Podcast Intel — Powered by Ethmos" class="sizing-normal" height="234" src="https://substackcdn.com/image/fetch/$s_!FymL!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe42fee2b-4fb1-4881-ac
TMTB Morning Wrap (opens the original)
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Good morning. QQQs hovering around flat as macro was relatively quiet overnight. Oil +1.6% while yields are flat. In Tech, we get SNPS analyst day, HPE Networking event (stock +4% after raising FY27 networking growth to highs teens/low 20s and increasing synergies target to $800M vs. $600M), and MU earnings (bogeys below). CBRS -5% the main loser after reports Ultrafast is using NVDA chips instead of theirs. HOOD +3% after more agentic announcements yesterday. <st
TMTB EOD Wrap (opens the original)
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Good afternoon. QQQs +19bps in a choppy session: +55bps at the open, flat by late morning with the 30Y pushing through 5.6%, and modestly green into the close. Semis +1.2% led the way higher, though well off the +2.4% highs from just before 11am, with semicap (AMAT +5.2%; KLAC +3.9%; ASML +3.6%; LRCX +3%) bid on the TSM Texas report and optical (LITE +5.7%; GLW +4.7%; COHR +3.5%) bouncing off Monday’s ECOC hangover. Software -20bps lagged for a second day as app software (MNDY -3.8%; HUBS -2.5%;
TMTB Podcast Intel: Anthropic’s Shihipar on Where Claude Code Goes Next, The Circuit on Memory Pricing and the Agentic CPU Crunch, MongoDB’s (MDB) Interim CEO, Micron (MU) Before the Print, and More (opens the original)
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<img alt="TMTB Podcast Intel — Powered by Ethmos" class="sizing-normal" height="234" src="https://substackcdn.com/image/fetch/$s_!0sC5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe2d523b3-5879-45ac-84
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