Sell AVGO by Sep 8, 2026.

https://www.cnbc.com/2026/06/10/investors-are-fleeing-tech-stocks-in-record-numbers.html Key points from the Article: The AI hype trade might finally be cooling off. Investors are dumping Big Tech at a record pace after a strong jobs report pushed Treasury yields higher. The market is realizing the Fed may keep rates high for longer. That changes the math for all these AI names. High rates are a problem for tech because AI infrastructure is insanely expensive. You can only justify spending that much if the profits show up fast. …