ChatGPT portfolio's Chewy bet up ~18% since Oct 8 after selling Broadcom near 52-week lows
alejandroll10 · x · 2026-10-21
Chewy, the second-largest position in a tracked ChatGPT portfolio, is up 18% since the AI bought it on October 8 (now $21.57). The stated logic: sell Broadcom after a 20% run, buy Chewy near 52-week lows under 10x forward earnings, with EPS expected to grow from $1.54 to $1.87; Autoship was 84.6% of sales. Next checkpoint: the December 9 earnings report.
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