TMT 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.
- Top in Finance
- #147
- Paid leaderboard
- #5
- Subscribers
- 17K
- Paid subscribers
- 1,000+ paid
- Badge
- Bestseller 1k
- Followers
- 38K
- Paid plan
- $95/mo
- Recommends
- 12
rounded by Substack
other newsletters
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
NVDA 5MSFT 4CRWV 3GOOGL 3META 3QCOM 3AMZN 2GOOG 2HOOD 2NET 2TEAM 2ABNB
Read from 21 post headlines in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
16K on Sep 10, 2026 → 17K on Oct 20, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #147 today · #150 a week ago · #154 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 41 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 29%
- Best rank seen
- #136
- Rank, 7 days
- +3 places
- Rank, 30 days
- +7 places
- Subscribers added
- +1.0K
- Followers added
- +1.7K
- Posts
- 62
- Reactions per post
- 23
- Reactions tracked
- 2.1K
- Tickers covered
- 42
of 525 ranked finance newsletters
on Oct 16, 2026
since tracking began
since tracking began
last 30 days
average, recent posts
across 92 posts
in tracked posts
Most-reacted post we have seen: EOD Wrap; recaps from GS and Citi TMT Conferences — 36 reactions on Sep 8, 2026.
Recent posts
- TMTB EOD Wrap
- TMTB Morning Wrap
- TMTB Podcast Intel: NVIDIA’s (NVDA) Jensen Huang on AI Capex, OpenAI’s Brockman on Cyber and GPT-6, Microsoft’s (MSFT) Maia 300, Gerstner and Snowflake (SNOW) CEO
- TMTB FYI: No wraps this afternoon or tomorrow
- TMTB Morning Wrap
- OCP Highlights: TMTB: OCP Highlights Part II - Microsoft on Maia, META & NVIDIA on Optics, LightCounting on the Cycle, Intel on Inference & More
- TMTB EOD Wrap
- TMTB Podcast Intel: OpenAI CFO Sarah Friar, Robinhood’s (HOOD) Tenev on AI Trading, Nathan Lambert on Open Models, Box’s (BOX) Levie on Compute, Microsoft’s (MSFT) Nadella
- TMTB Morning Wrap
- TMTB EOD Wrap
- TMTB Podcast Intel: Dell (DELL) CEO on Why AI Isn’t a Bubble, CoreWeave’s (CRWV) Goldberg on Forge and Self-Serve GPUs, Paul Tudor Jones on 2027 Expectations, David Silver on AI Without Human Data
- TMTB: OCP Highlights - AMD’s Lisa Su, NVIDIA on Rubin Ultra, META on 5GW AI Clusters, Broadcom on Ethernet, Credo on Optics, Astera Labs on Rack-Scale AI & More
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: TMT Breakout. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 20, 2026.