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Today 9:41 AM
$NVDA just jumped 3.2% after strong earnings and data center demand. Your portfolio impact is +$6,600 (+3.4%). Your tech exposure is now 41%.
Should I add more to my position?
You’re already overweight (12% allocation). Consider $AVGO or $AMD instead.
Want me to compare them for you?
Yes, compare them
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AV
$AVGOEarnings beat. +5% after hours
NV
$NVDABlackwell production ramp accelerates
TS
$TSLAQ4 deliveries miss estimates
AA
$AAPLiPhone 16 demand strong in China
MS
$MSFTAzure growth slows to 29%
ME
$METAAd revenue surges on AI targeting
GO
$GOOGLDOJ antitrust ruling pending
AM
$AMZNAWS margins expand to 37%
AM
$AMDMI300X gaining enterprise traction
CR
$CRMAgentforce adoption exceeds targets
NF
$NFLXAd tier reaches 40M subscribers
JP
$JPMInvestment banking fees jump 31%
V
$VCross-border volume up 15%
UN
$UNHMedicare Advantage enrollment rises
DI
$DISStreaming turns profitable
CO
$COSTMembership renewals at 93%
BA
$BA737 MAX production resumes
IN
$INTCFoundry losses deepen
PF
$PFEOncology pipeline advances
XO
$XOMPermian output hits record
HD
$HDPro segment outperforms DIY
NK
$NKEInventory levels normalizing
SB
$SBUXChina same-store sales decline
UB
$UBERAutonomous vehicle partnerships expand

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