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Cohen Shifts from Broadcom to Oracle | Durham News
Steve Cohen just pulled the trigger on a massive portfolio shift—dumping 55% of his Broadcom stake while loading up 188% on Oracle. With over 1.2 million Broadcom shares sold and more than 2.2 million Oracle shares bought, Cohen’s move signals a bold bet on the next wave of AI infrastructure. Broadcom’s growth is undeniable, but its stock is priced for perfection—any miss in guidance can trigger a sell-off, especially with new rival Marvell stepping in. Oracle, meanwhile, boasts a staggering $638 billion in backlog, fueling Cohen’s conviction that its cloud-driven future is undervalued…
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