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
- #136
- Paid leaderboard
- #4
- Paid subscribers
- 1,000+ paid
- Badge
- Bestseller 1k
- Followers
- 38K
- Paid plan
- $95/mo
- Recommends
- 12
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.
META 8GOOGL 6MSFT 6INTC 5AAPL 4AMD 4NVDA 4SHOP 4CRWV 3FIG 3NFLX 3ALAB 2
Read from 36 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 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #136 today · #135 a week ago · #147 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 26%
- Best rank seen
- #129
- Rank, 7 days
- −1 place
- Rank, 30 days
- +11 places
- Followers added
- +2.4K
- Posts
- 71
- Reactions per post
- 23
- Reactions tracked
- 3.3K
- Tickers covered
- 70
of 525 ranked finance newsletters
on Nov 6, 2026
since tracking began
last 30 days
average, recent posts
across 145 posts
in tracked posts
Most-reacted post we have seen: TMTB Weekly: The end of the AI Honeymoon period — 41 reactions on Oct 26, 2026.
Recent posts
- TMTB: Applovin (APP) ARM QCOM COHR EXPE FIG HUBS KYVO Post-call takes
- TMTB EOD Wrap: Blue Wave, Red Semis
- TMTB Podcast Intel: AMD’s (AMD) Lisa Su on Demand Outrunning Supply, a16z’s Martin Casado on Frontier Models, Dan Ives, High-Bandwidth Flash for SanDisk (SNDK), Benedict Evans on Anthropic
- Buyside Bogeys: Applovin (APP), Expedia (EXPE), ARM, COHR, FIG, HUBS, QCOM
- TMTB: Updated TMTB Slack Guidelines
- TMTB Morning Wrap: Blue Tsunami comes for AI DCs
- TMTB Podcast Intel: SemiAnalysis’ Dylan Patel, Shopify’s (SHOP) Harley Finkelstein, Sam Altman on OpenAI’s Compute Bet, Disruptive’s Alex Davis on Groq, Meta (META) and Google (GOOGL) Ad Prices
- TMTB EOD Wrap: Election Night
- TMTB: AMD ANET ALAB BKNG DUOL First Takes
- TMTB Morning Wrap
- TMTB: Shopify (SHOP) and Dynatrace (DT) First Takes
- TMTB: Buyside bogeys: AMD, Shopify (SHOP), ALAB, DT, ANET, DUOL, BKNG
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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: Nov 10, 2026.