The Story
News Summary
- Insiders Fund underperformed S&P 500 in Q2 2026, hurt by 30% Alphabet concentration amid heavy capex spending and premature AMD/Intel sales.
- Fund remains cautious on Alphabet's capital allocation despite AI leadership and Apple partnership news.
Explore AMD price history & advisor snapshot
These are separate market snapshots and may predate this story. Check the data period, generation time and expiry before using them in your research.
Stored market data
AMD price history
516.13
+140.00% over the displayed period
Advisor Snapshot
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