6/11/24 - $avgo - from nvda -> avgo. long into tmr PM print6/11/24 - vrockstar - $avgo. in a similar vein as the NASDAQ:AAPL call being used to "take profits" on NASDAQ:NVDA - and that's worked great today (go read that note i wrote on friday for context if interested on NASDAQ:AAPL )... i think there will be a semi diversification down the not-NVDA-bu