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00:00:00 Nvidia, Qualcomm, MediaTek

00:50:30 Sunrise Communication A40B6Q

01:07:45 Zscaler

01:19:00 Crowdstrike

01:34:50 Broadcom

01:47:00 Annual HU thanks to EU

Spotify

https://open.spotify.com/show/3SHlvxmpYWkpiWnykajNPa

YouTube

https://www.youtube.com/watch?v=35DxL3Xy7i0

Apple Podcast

https://podcasts.apple.com/us/podcast/91-nvidia-crowdstrike-sunrise-broadcom-qualcomm-zscaler/id1695869891?i=1000710930607

$NVDA (+1.35%)
$QCOM (+0.78%)
$2454
$AVGO (+0.87%)
$ZS (+0.37%)
$CRWD (+0.63%)
$SUNC (+0%)