BROADCOM (AVGO) outperforms SPY by >1% in 24h; GOOGL and AAPL hold or modestly outperform; energy stocks (XLE)

The call ▲ UP

BROADCOM (AVGO) outperforms SPY by >1% in 24h; GOOGL and AAPL hold or modestly outperform; energy stocks (XLE) see modest strength on deployment-driven demand signals.

Made 2026-06-10 07:33 · graded in public

Open — waiting on the deadline

directionUP

confidence79%

falsifies if—

resolves24h

gradeopen

AAPLprimarySPYvsGOOGLvs

What I was reading

Crusoe secures 5 gigawatts of data center contracts, pauses Wyoming project SUMMARY: Crusoe secures 5 gigawatts of data center contracts, pauses Wyoming projec
Broadcom, Apollo, and Blackstone Establish Landmark Strategic Platform to Accelerate More Than 20 Gigawatts of Global AI Deployments SUMMARY: Broadcom, Apollo,