Broadcom's recent 20% pullback from all-time highs is viewed as a reset of expectations rather than a fundamental break in the AI demand story.
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The Hyperscaler Capex Cycle Isn't Slowing Down #stocks #AI
Mr M TradesNew
The creator argues that the recent pullback in the semiconductor sector, triggered by Broadcom's earnings, is a healthy reset rather than the end of the AI trade. He maintains that the hyperscaler capex cycle remains intact and views the current volatility as a potential opportunity for patient investors.
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