Broadcom Options Spot-On: On November 15th, 208.41K Contracts Were Traded, With 2.2 Million Open Interest
On November 15th ET, $Broadcom(AVGO.US)$ had active options trading, with a total trading volume of 208.41K options for the day, of which put options accounted for 40.68% of the total transactions,
Shares of Semiconductor and Chip Stocks Are Trading Lower in Sympathy With Applied Materials, Which Fell After Its Q1 Financial Results.
Druckenmiller made significant adjustments in the third quarter: opened positions in Bank of America and Broadcom, continued to increase holdings in the top position Natera.
Natera's position significantly increased by 80.61% compared to the previous quarter. Druckenmiller also established new positions in Broadcom, banks, and pharmaceutical stocks, while completely liquidating News Corp and telecom company Liberty Global, and reducing shareholding in microsoft.
Broadcom Hits 6-week Low
Morgan Stanley's Q3 holdings in U.S. stocks have been released: Microsoft firmly holds the top position among major holdings, while popular ai chip stocks like AMD have seen shareholding reductions.
According to the disclosure of the Securities and Exchange Commission (SEC) in the USA, Wall Street financial giant JPMorgan has submitted the Form 13F of US stock holdings for the third quarter ending on September 30, 2024.
Nvidia Gets a Price Target Hike. But the Stock Is Slipping. -- Barrons.com
The Age of AI Is Still in the Early Innings. -2-
Viking Fund Management Sells Big Oil Stocks In Q3, Cuts Tesla Position In Half, Adds To Largest Position Broadcom
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks
Whale Rock Capital Dumps Apple, Adds Applied Optoelectronics, Among Q3 Trades
Broadcom Options Spot-On: On November 14th, 136.61K Contracts Were Traded, With 2.18 Million Open Interest
On November 14th ET, $Broadcom(AVGO.US)$ had active options trading, with a total trading volume of 136.61K options for the day, of which put options accounted for 36.92% of the total transactions,
Viking Fund Management 13F Shows Increased Stake In Broadcom From 16,510 To 162,100 Shares; Xcel Energy From 122,400 To 162,400 Shares; Chevron From 58,000 To 70,000 Shares; Starbucks From 87,000 To 105,000 Shares; Lam Research From 4,000 To 10,000...
Express News | Viking Global Investors LP Reports Share Stake of 1.3 Mln Shares of Class a Capital Stock in Alphabet Inc
Express News | Viking Global Investors LP Dissolves Share Stake in Broadcom
Express News | Tiger Global Management: Change in Holdings Are as at Qtr-Ended Sept 30 Vs Qtr-Ended June 30
Express News | RPT-Tiger Global Management LLC Raises Share Stake in Broadcom Inc to 1.8 Million Shares
Jim Simons' Renaissance Technologies Shifts Gears: Microsoft In, Tesla Out, Palantir On Top
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Jim Cramer Recommends Microsoft, Praises American Water Works For Being 'Consistent'
Nvidia Stock Rises. What ASML and Foxconn Are Saying About AI Chip Demand. -- Barrons.com