S&P inclusion sounds bullish but passive flows hit on the 22nd. Whoever's holding by then is selling into the rebalancing. New CFO starting same week adds uncertainty.
85x forward PE in a sector that averages 35x. That's not AI premium — that's hope.
Holding MU and AVGO. Keeping cash dry. The dip after inclusion is the entry, not today.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
