Eh,
Broadcom (AVGO) is down roughly 10% intraday while the Nasdaq is only off about 1–1.5%. This looks more like a stock-specific repricing than a broader tech sell-off, what do you think?
Fundamentals haven’t changed overnight: strong margins, recurring enterprise revenue, and long-term AI exposure remain intact. The real question is whether this is a temporary shakeout or the start of a deeper valuation reset.
Curious how others are approaching this, buying in tranches, waiting for stabilization, or staying on the sidelines?