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Demo book — sample positions · recent + next 90 days

As of Aug 21, 2026 ET

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£15 / 30 days

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Aug 516d ago

AMD AMD Q2 2026 Earnings — How Much Is Left in a Guide That Was Already AggressiveEvent

Aug 129d ago

NBIS Nebius Q2 2026 Earnings: the ARR Bridge Meets the Vineland QuestionEvent

Aug 27in 6d

Sep 1in 11d

Sep 2in 12d

AVGO Q3 FY2026 earnings, Wednesday September 2 2026 after close (date confirmed by Broadcom IR; call 2:00 p.m. Pacific) — KEY binary: does FY2027 AI get RAISED above $100B? does GM stabilize from ~74%? software re-accelerate?Earnings

Sep 4in 14d

Sep 10in 20d

Sep 15in 25d

AVGO Apple iPhone 18 launch + N2 chip (further Broadcom Wi-Fi/BT insourcing)Event

Sep 23in 33d

Sep 30in 40d

Oct 1in 41d

Oct 16in 56d

TSM Q3 2026 earnings report — FY2027 capex framing watchEarnings

Nov 3in 74d

NVDA AMD Helios production and MI450 deployment ramp across frontier labsCatalyst

Nov 5in 76d

VST Q3 FY2026 earningsEarnings

Nov 15in 86d

AVGO Two newly disclosed ~$6B XPU customers begin shipping (late 2026)Event