LucknowCapital

Tech Enthusiast

[TMT Breakout @TMTBreakout]

Some thoughts around software strength and why the $SNOW print was the spark the space needed. From the TMTB weekly yesterday:

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MS Hardware Takeaways from Taiwan Trip

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LTA framework from MS

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Good chart from MS on hyperscalers spend

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test

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MS says Mega-cap tech stocks are the most under-owned in 17 years, w/ the gap vs. S&P widening to -155bps exiting 4Q25 vs. -148bps exiting 3Q25.

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This has been the lowest vibes I've experienced at MS TMT

[Stock Talk @stocktalkweekly]

*SECRETARY OF TREASURY BESSENT: "WE ARE OPEN TO NEGOTIATING ON TARIFFS, BUT NOT IF YOU WANT TO BE A NUMBSKULL LIKE JUSTIN TRUDEAU"

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MS TMT schedule organized by sector - good stuff ... looking forward to $NVDA $RDDT $GOOGL @sama @PalmerLuckey @elonmusk

[TMT Breakout @TMTBreakout]

(2/x) I organized the schedule by sector 👇

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MS TMT Conference Schedule - starts March 3rd

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MS Fed software exposure

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MS: Impact on Tariffs on Tech names

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Barclays TMT Schedule Today

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JPM has some 13-F recaps from last night

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GS TMT Day 3 Wrap $NVDA $LAC $AMAT $TSM $AVGo $WDAY $NOW $CRM

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GS TMT Day 2 takeaways $MSFT $SAP Anthropic $SHOP $DELL $DDOG

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Key themes from Day 1 at GS TMT $AMZN $AMD $ARM $UBER

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GS TMT Schedule cont'd (Part 2)

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GS TMT Conference begins Sept 9th. Schedule below (Part 1)

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Citi TMT Conference starts Wednesday. Schedule below