I’m not calling the end of the AI trade. I’m calling it a reset. Broadcom’s AI growth is still strong, but the stock was priced for perfection, and “good” was not good enough. I’d avoid leveraged chip ETFs here, but I’d start watching AVGO in tranches near major support. If $380 fails hard, patience matters. If it stabilises and guidance holds, this looks more like profit-taking than a broken thesis.
#AVGO #Broadcom #NVDA #AMD #Semiconductors #AIStocks #SOXL
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