Rate Of ReturnBroadcom is yet another victim of its success. Despite beating the analyst number, the share still dropped drastically due to stagnant projection. Do you think that the share pulling back is a healthy correction or it is a sign of a bubble. It dragged down Nvidia and other AI related stocks. Another theory is the fund manager trying to pull out from AI and get into next week's blockbuster IPO of SpaceX. Whatever is the narrative, I am keeping my discipline of investing only 30% of my asset in stock.
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