The index hits a new high—someone slashed AVGO by one knife
SPY is only 0.1% away from its 52-week high; no one’s panicking
Broadcom dropped 4% today, directly smashing it down to 400
In the same hour, SOXX is still green
The sector overall didn’t move—only that one got hammered down
This AI chip trade is splitting; days of blindly buying the whole basket are over. Now you have to pick names
On Friday, if you’re holding a single stock like AVGO, I’ll cut half first
Keep cash over the weekend and reassess on Monday
SPY is only 0.1% away from its 52-week high; no one’s panicking
Broadcom dropped 4% today, directly smashing it down to 400
In the same hour, SOXX is still green
The sector overall didn’t move—only that one got hammered down
This AI chip trade is splitting; days of blindly buying the whole basket are over. Now you have to pick names
On Friday, if you’re holding a single stock like AVGO, I’ll cut half first
Keep cash over the weekend and reassess on Monday