Jack of All Trades: High Stakes SKORE 06.04.2026

Semi speed bump: AVGO −10%+, CRWD continued fall. Consumer rotation; Dow +880. Israel-Lebanon ceasefire; oil/yields ease. PVH −21%: Q1 EPS beat but Q2 guided −3–4%, FY flat — Iran war collapsed EMEA −5%, Middle East tourist spending in European flagship stores. SKORE: PVH 5.2 Hold.