#$avgo

D1 Capital Partners just filed its Q2 2026 13F. 🐋 Managed by Daniel Sundheim · $34.8B across 55 holdings 🟢 Bought: $SPCX, $JCI, $META, $SHW +33 more 🔴 Sold: $KNX, $AVGO, $NVDA, $XPO +22 more

FEDWATCH: “.. The wedge pattern's width implies potential upside toward a new all‑time high. SanDisk and Marvell are exhibiting similar wedge structures and are beginning to break out .. but this time for a different reason: the liquidity factor.” $MU $SNDK $DELL $INTC $MRVL $AVGO

Market Heatmap Recap – Aug 14 $AMD +6.5% $AVGO -5.9% $MU +2.4% $NVDA flat $TSLA +0.7% $AAPL +0.2% Semis split hard Mixed day across sectors #StockMarket #SPX #AMD NOT FINANCIAL ADVICE. DYOR

$avgo down 5%

Broadcom Under Pressure: XPV Risks & VMware Flaw Exploited (notreload.xyz)

Investors react to $AVGO XPV financing concerns and a severe VMware vulnerability (CVE-2026-59310) now under active exploitation worldwide. notreload.xyz/avgo-under-p...

Reading 13Fs While the Crowd Chases SanDisk (youtu.be)

Reading 13Fs While the Crowd Chases SanDisk | $SNDK $QQQ $SMH $IGV $NVDA $AVGO $NFLX $PLTR $GOOGL youtu.be/Q0Xx596xAXU?...