Noura El Allam
Portfolio Update | 8 June 2026 Week kicked off with continued pressure across tech. $NVDA (NVIDIA Corporation) sitting around $204, still digesting the post-AVGO chip selloff from last week. $AVGO (Broadcom Inc) holding around $385, down further from Thursday's $395 close as the market chews through the guidance disappointment. $GOOG (Alphabet) trading around $362, down ~1% on the day, though worth noting today is the ex-dividend date for the $0.22 quarterly dividend so holders get paid. $NFLX (Netflix, Inc.) flat around $81.80, barely moved. $CVS (CVS Health Corp) continues to be the standout, trading up near $95-96 and approaching its 52-week high. $SAP.DE (SAP SE) trading around €159.58, down ~5% on the week after giving back some of Friday's bounce. No position changes. Tech needs a catalyst to break out of this range. $CVS carrying the portfolio right now.
Not investment advice. The author may have financial interests in the mentioned instruments.
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