85.6% of book — edge and conviction now support about 12%.
17.8% of book — edge and conviction now support about 2.5%.
5.6% of book — edge and conviction support about 12%, room to add.
7.1% of book — edge and conviction support about 12%, room to add.
8% of book — edge and conviction support about 12%, room to add.
Your Information Technology names (MU, TSM, AVGO and 1 more) are 116.1% of the book — one sector call, 4 tickers.
Broadcom signs a multi-year chip supply agreement with Apple that runs to 2031, extending visibility on its Tier-1 wireless and connectivity content
Source: finnhub.ioNvidia slips after Reuters reports DeepSeek is quietly developing its own AI inference chip, adding to custom-silicon substitution risk for merchant GPUs
Elsewhere in coverage
Update: ▼ Samsung Q2 operating profit jumps about 19-fold on the memory recovery, but the print is read as an AI-demand-peak warning for the chip complex
Source: news.google.comonsemi signs agreements to divest two manufacturing facilities, continuing the fab-footprint rationalization aimed at lower fixed cost into a soft auto and industrial backdrop
Source: finnhub.ioJPMorgan raises Eli Lilly price target to $1,400, maintains Overweight
Source: benzinga.comSalesforce commits $1B to Switzerland over five years to expand agentic AI infrastructure
Source: benzinga.comUpdate: ▲ Galaxy delivers first roughly 200MW Helios data-center phase to CoreWeave
Source: benzinga.com