Still kept buying more last night.

I quietly bought some $GOOGL Google and $AVGO Broadcom. These two stocks had already pulled back a while earlier; especially Broadcom—after dropping from its peak, the final position no longer felt uncomfortable, so I bought a bit in advance.

Originally, I planned to wait until after the $NVDAB earnings report before taking action, but this time Nvidia continues to beat expectations. At the very least, it suggests that AI as the main theme hasn’t gone out of the spotlight in the short term. As for Google and Broadcom, they’ve already gone through a valuation cycle; basically there’s no clear bad sign. I think now it may be time to start buying gradually.

Of course, the only thing I’m worried about now is: every time I think “the price has dropped enough,” the market usually teaches me another lesson. Tonight, let’s see if the market will give me a little face 😡