Broadcom Inc.
Updated

Long $AVGO and Short $MRVL

174
Pair Trade Report
long Broadcom (AVGO)
short Marvell Technology (MRVL)

Capture relative outperformance from Broadcom while reducing overall semiconductor sector and market risk through a market-neutral pair trade.



Trade active
Pairing down AVGO long (adding capital to MRVL short)
Trade closed: stop reached
got smoked pretty bad on mrvl!

avgo performed fine for a long but I sized the hedge wrong.

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