TMT Breakout
TMT Breakout published 177 pieces between 2026-04-28 and 2026-09-08, covering 52 tickers plus 14 macro pieces with no single ticker. Quant Data extracted 5,164 discrete claims from them, of which 314 were directional statements on a named ticker. Over the last 30 days it published 45 pieces, about 10.5 a week. These are counts of what was published, not a judgement of it.
No audit result is shown for TMT Breakout. Results appear on this site only for sources whose full posting history has been through the finance-influencer audit and whose grade is published under that page's naming policy.
What kind of claims it makes
| Claim type | Count | Share |
|---|---|---|
| numbers on the record | 2,336 | 45% |
| risks | 642 | 12% |
| catalysts | 552 | 11% |
| theses | 375 | 7% |
| competitive notes | 357 | 7% |
| directional statements | 314 | 6% |
| falsification points | 172 | 3% |
| contrarian points | 170 | 3% |
| valuation points | 169 | 3% |
| omissions flagged | 77 | 1% |
Claim types are assigned during ingestion. "Omissions flagged" counts places where the reader noted a piece gave a view without a target, a timeframe or a falsification condition.
Tickers it writes about most
Each piece is tagged with one primary ticker; passing mentions are not counted.
Most recent pieces
| Date | Ticker | Title |
|---|---|---|
| 2026-09-08 | — | TMTB Morning Wrap |
| 2026-09-04 | IOT | TMTB Morning Wrap |
| 2026-09-03 | — | TMTB EOD Wrap |
| 2026-09-03 | AVGO | TMTB Morning Wrap |
| 2026-09-02 | SNOW | TMTB EOD Wrap; Snowflake (SNOW) Broadcom (AVGO) HPE First takes |
| 2026-09-02 | DELL | TMTB Morning Wrap |
| 2026-09-01 | DELL | TMTB EOD Wrap; DELL Palo Alto (PANW) MongoDB (MDB) First takes |
| 2026-09-01 | — | TMTB Morning Wrap |
| 2026-08-31 | MU | TMTB EOD Wrap |
| 2026-08-31 | — | TMTB Morning Wrap |
| 2026-08-28 | — | TMTB: No posts today |
| 2026-08-27 | — | TMTB EOD Wrap; ESTC MRVL WDAY RBRK ADSK AFRM First Takes |
Days with a written note
- September 4, 2026 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
- September 3, 2026 — Eight research notes from six publishers: Broadcom's $230B AI guide splits Wall Street, Snowflake's flywheel accelerates, and gold sits at a bull/bear fork
- September 2, 2026 — Four pieces from three publishers: Snowflake's clean beat, Broadcom's underwhelming AI guide, and a bifurcated earnings wrap from Dell, MongoDB, GitLab and Palo Alto
- September 1, 2026 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
Counts are computed from Quant Data's ingestion ledger of TMT Breakout's pieces accessed through the GeoScope aggregator, which licenses redistribution. Titles belong to the publisher. Educational only: not investment advice, not a recommendation.