Noura El Allam @nouraellm: "3 June 2026 | Portfolio..."

Belgium

3 June 2026 | Portfolio Update $AVGO (Broadcom Inc) Q2 earnings after close. Consensus $22.1B revenue, AI segment at $10.7B. Options pricing ~9% move. Q3 guidance is the key read. $GOOG (Alphabet) $80B equity issuance (Berkshire anchor) weighing on multiple. Dilution concern near-term, AI capex thesis intact. Support at $360. $CVS (CVS Health Corp) Outperforming. Truist PT raised to $108, GLP-1 formulary expansion a positive catalyst. $SAP.DE (SAP SE) Down 4.87% on cloud backlog deceleration concerns. Next earnings July $NFLX (Netflix, Inc.) 7-session losing streak, 38% off 52-week high. No catalyst before July 16 earnings. $NVDA (NVIDIA Corporation) Post-Computex consolidation. No change to thesis. $CEM.MI (Cementir Holding N.V) €13.20, down 36% from January peak. Recovery timeline unclear.

Not investment advice. The author may have financial interests in the mentioned instruments.