AVGO and SMCI saw steady fund accumulation

Semiconductors continued attracting steady accumulation even as the Nasdaq closed flat. Broadcom and Supermicro showed quiet but persistent bid activity, while Nvidia held support levels convincingly. This is classic fund positioning behavior, not a distribution signal.

Oil pushed to 83.40 as supply expectations and geopolitical risks continued to support the tape. Gold hovered near 2408 with call volume exceeding puts into the close — a subtle but important shift in sentiment. Yields held near 3.86, keeping risk-taking viable.

Bitcoin spent the day glued to the 79k range in a tightening volatility coil. Compression patterns like this rarely last long.

What we’re seeing is not indecision. It’s preparation.

Funds aren’t exiting risk. They’re refining exposure across AI hardware, energy, and metals — the same themes that have dominated the year.

Tickers we’re watching closely into the next move: NVDA, AVGO, SMCI, COP, SCCO, GDX, META.

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