$WIX 0.45 Noisy

Notable posts

• @wallstengine neutral 488 eng

  GAVIN BAKER Q2 PORTFOLIO UPDATE Atreides Management disclosed its portfolio as of June 30. Notable new positions $SPCX — $4.67B $CBRS — $687M stock + $155M calls $META — $227M stock + $676M calls $APH — $113M $GTLB — $103M $CIFR — $88M $IOT — $75M Biggest adds $CRWV: 810K → 2.12M shares $WIX: 650K → 1.46M $PANW: 562K → 877K $AKAM: 683K → 911K $MA: 50K → 94K Biggest trims $ALAB: 3.37M → 1.22M shares $U: 13.89M → 10.25M $W: 1.43M → 844K $TWLO: 922K → 720K $GOOGL: 555K → 488K $MU: 760K → 711K Largest positions $SPCX — $4.67B $MU — $821M $CBRS — $687M $ALAB — $588M $CIEN — $338M $CRDO — $307M $PANW — $299M $U — $293M Notable exits $LITE, $SATS, $ZM, $RKT, $VST, $HUBS, $RBLX, $SNPS, $AXON, $AVAV, $RBRK and $SNOW. SpaceX became Atreides’ largest disclosed equity position at $4.67B.

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• @tenet_research neutral 19 eng

  Tenet Market Wake-Up Summary 📷📷 July.30.26 $SPX $SPCX $IBRX $INTC $MU $SNDK $SKHY $STX $TE $RKLB $RCAT $IBM $KTOS $LDOS $CRWV $ESTC $RKTO $MSFT $META $HOOD $CMG $ARM $QCOM $CI $APD $SHEL $BLDR $BMY $HSY $MO $NCLH $PWR $REGN $RACE $VLO $YUM $HUM $SFM $BE $SKY $MIR $SMFT $MAS $CINF $WIX $XRX $SCORT $CAPR $TREE $BTC @ripster47 | @TENETTRADEGROUP | @TenetCharts

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