The Q2 13F holdings reports in the US reveal a subtle negative shift in the overall sentiment towards NVIDIA, with D1 Capital, Discovery Capital, and Third Point all liquidating their positions. The divestment signal for AI hardware leader Broadcom is even more pronounced, as D1 Capital, Altimeter, Duquesne, and Third Point all closed out their positions, while Iconiq and Soros Capital also trimmed theirs.