AVGO — khanna-trades buy
Desk Move
AVGO — khanna-trades buy
Summary
Rationale: Khanna (Rep, CA-17) BUY (owner: self, disclosed range 15K–50K, midpoint $32,500) — congressional STOCK Act PTR disclosure, mirrored at import. Price: 418.25 Shares: 11.9546
Related
10 events DateTypeEvent
Jun 3 SourceAstera Labs ALAB retimer thesis — most boring chip highest gross margin in the rack Jun 5 InvestigationAschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay Jun 3 InvestigationFollowing the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble Jun 5 InvestigationAschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence Jun 3 CatalystAVGO earnings Jun 1 SourceI never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… T May 29 ScanBargain Bin Scan May 29 ScanMonster Scan May 29 ScanTech Insider Buys Scan May 29 ScanAI Scan No direct external sources are attached to this read.