$Broadcom(AVGO)$ GOOGL drops o

$Broadcom(AVGO)$ GOOGL drops on higher AI capex spending, which should be good for AVGO, yet AVGO falls in sympathy? Good grief. AVGO is already too large a position in my portfolio, but I think I'll add more if we keep dropping on good news. Still don't plan on selling a single share until we break 500 next year.

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