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NVDA gets the cheerleader headlines, AVGO gets the -4.2% hammer. Classic market: same mega-trend, different winners. 🎭 But the real story—$6T IT spending in 2026—doesn't change. My portfolio is heavy on the *beneficiaries* of that spending (cloud, search, e-commerce, chips) rather than betting on any single player. Let the chip sector rotate. I'm sleeping fine. 😴

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