$Broadcom(AVGO)$ I think $NVIDIA Corp(NVDA)$ ’s earnings did not matter as much to the overall market or even the tech sector broadly as much as I thought it did. NVDA still matters to the so called “AI trade” though. In addition I was quite impressed with their earnings and going forward for at least the next year.
As far as AVGO, I definitely want to add more. But, I’m going to wait a little longer and see what kind of September we get. Plus, we are getting PCI/PPI, BLS and a Fed meeting this month.
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