LivewireOct 23, 2026 · 11:48 ET

We're exiting Broadcom and right-sizing CrowdStrike in Friday's tough broader market

The trades reflect a more defensive posture and a move to hold fewer names until more clarity emerges on the pending Anthropic IPO and Meta Platforms' future equity raises.

✓Source-backed summarySource: CNBC

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Alpha Insights graphic: We're exiting Broadcom and right-sizing CrowdStrike in Friday's tough broader market

Key developments

The team is making two trades in Friday's tough broader market.
They are exiting Broadcom, selling the remaining 120 shares at roughly $326 each, and Jim Cramer's Charitable will no longer own AVGO.
They are selling 85 shares of CrowdStrike at roughly $251, leaving the Trust with 665 shares and reducing the weighting to 4.25% from 4.8%.

About this report

This concise Alpha Insights summary is based on the linked original source. No market-price claims are inferred from the reported event.

For informational purposes only. Not investment advice.