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
- #153
- Paid leaderboard
- #5
- Subscribers
- 16K
- Paid subscribers
- 1,000+ paid
- Badge
- Bestseller 1k
- Followers
- 37K
- 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.
MSFT 3QCOM 3GOOGL 2NVDA 2RSI 2AKAMAMDAMZNANETAPPAVGOCBRS
Read from 12 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 → 16K on Sep 30, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #153 today · #157 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 30%
- Best rank seen
- #151
- Rank, 7 days
- +4 places
- Followers added
- +693
- Posts
- 52
- Reactions per post
- 23
- Reactions tracked
- 1.2K
- Tickers covered
- 28
of 525 ranked finance newsletters
on Sep 25, 2026
since tracking began
last 30 days
average, recent posts
across 52 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 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
- TMTB Morning Wrap
- TMTB EOD Wrap
- TMTB Podcast Intel: Instinct Founder on ILTB; Nvidia (NVDA)’s Jensen; Altassian (TEAM)’s CEO; Cloudflare (NET)’s CEO on Bots Overtaking Human Traffic; CSCO IR; Deepmind’s Kavukcuoglu on RSI
- TMTB Morning Wrap
- Amazon (AMZN) and Agentic AI: do agents actually click on sponsored adds?
- TMTB Weekly
- TMTB Podcast Intel: Microsoft’s (MSFT) Satya Nadella on an Agent Market Bigger Than Cloud, Akamai’s (AKAM) Tom Leighton Anthropic Deal, Qualcomm’s (QCOM) Durga Malladi, Nebius’ (NBIS) CRO, and More
- TMTB Morning Wrap
- TMTB EOD Wrap
- TMTB Podcast Intel: CoreWeave’s (CRWV) Chen Goldberg, Palo Alto’s (PANW) Arora on AI Attacks and the Quantum Clock, Qualcomm’s (QCOM) Amon, OKTA’s McKinnon, and 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: Sep 30, 2026.