0 Altimeter Capital Management just filed its Q2 2026 13F. ๐ Managed by Brad Gerstner ยท $9.8B across 20 holdings ๐ข Bought: Cerebras Systems INC, $QCOM, $SPCX, $CRWV +11 more ๐ด Sold: $META, $ARM, $AXON, $UBER +2 more 1 comment ยท 16h ago ยท by fundfollower.bsky.social #$arm#$axon#$crwv
0 Daily Watchlist Recap 8/14 Choppy day overall. $MU and $QCOM triggered short but missed PT1, while $XLE hit PT1 and fell short of PT2. Enjoy the weekend, weโll be back next week! 0 comments ยท 1d ago ยท by ๐ฎ๐๐๐๐๐๐ฎ๐๐๐๐๐ถ๐๐๐ ๐ #$mu#$qcom#$xle
