Jun 2 Massive HPE and Marvell AI Surges Counter Alphabet's Surprise $80B Share Sale

$CRDO $HPE $AVGO

Author

Mukund Mohan
June 02, 2026

Market

“Wall Street erased early morning soft patches to hover near record territory, driven by explosive tech upgrades $MRVL ( ▼ 0.07% )  $AVGO ( ▼ 5.94% )  $HPE ( ▼ 1.86% )  ” 😊 😋

Wall Street demonstrated immense structural resilience this Tuesday

Alphabet's surprise $80 billion secondary equity offering—the largest common stock issuance Wall Street has ever witnessed. While this massive new supply initially dragged Google and broader indices lower due to dilution fears, relentless capital allocation into hardware infrastructure has completely neutralized the blow.

Buy the Book

My new book looks at 320 people’s lives over the last 30 years, from similar backgrounds and tries to explain why some are doing very well from a finance, career and relationships standpoint, but others are struggling. Buy the book today on Amazon.

Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

www.amazon.com/Why-similar-people-very-differently-ebook/dp/B0GDWJQB5D

Insights from the portfolio

HPE HP Enterprise delivered an absolute masterclass in execution

The infrastructure legacy titan sparked a massive 30% after-hours surge to pull off its strongest trading session in years.

Mukund Mohan

Video of the day

Today’s video is on Broadcom $AVGO ( ▼ 5.94% ) the semiconductor company.

Deep dive of the day

CRDO Credo Technology: Whisper Numbers Got Loud — And the Guidance Didn't Answer Back - Investment Literacy Coach

Here is the uncomfortable truth that institutional desks are processing this morning: Credo Technology just posted one of the cleaner beats in the

Investment Literacy Coach

Good setups for swing

Subscribe to Investment Literacy Coach Daily Swing Research

Daily Swing Research. Click to read Investment Literacy Coach Daily Swing Research, by Mukund Mohan.

ilcdailyswing.substack.com/subscribe