Mentioned
Broadcom Inc
AVGO
-12.03 (-3.07%)
380.46
380.60
NVIDIA Corporation
NVDA
-5.08 (-2.26%)
219.82
219.88
CVS Health Corp
CVS
0.6500 (0.69%)
94.66
94.89
Alphabet
GOOG
-0.4600 (-0.13%)
341.00
341.29
Netflix, Inc.
NFLX
1.75 (2.30%)
77.77
77.80
SAP SE
SAP.DE
4.00 (2.23%)
183.58
183.62
Cementir Holding N.V
CEM.MI
-0.37 (-2.52%)
14.31
14.33
Noura El Allam
Noura El Allam
Belgium
2mo
Portfolio Update | 4 June 2026 The headline is $AVGO (Broadcom Inc), down ~13% post-earnings. Beat on revenue ($22.19B), but guidance on AI chip sales disappointed. Thesis intact; this looks like a priced-for-perfection reset, not a structural break. $NVDA (NVIDIA Corporation) holding firm at ~$216, up ~2.5% on the day. $CVS (CVS Health Corp) also green, up ~2.5% with Morgan Stanley raising its PT to $111. $GOOG (Alphabet) slightly soft after upsizing its AI infrastructure equity raise to $84.75B. $NFLX (Netflix, Inc.), $SAP.DE (SAP SE), and $CEM.MI (Cementir Holding N.V) quiet. No action needed across the book today.
Not investment advice. The author may have financial interests in the mentioned instruments.
7 Mentioned Show all
Broadcom Inc
AVGO
Broadcom Inc
NVIDIA Corporation
NVDA
NVIDIA Corporation
CVS Health Corp
CVS
CVS Health Corp
Alphabet
GOOG
Alphabet
Netflix, Inc.
NFLX
Netflix, Inc.
SAP SE
SAP.DE
SAP SE
Cementir Holding N.V
CEM.MI
Cementir Holding N.V
null
.