The market's reaction to Broadcom's earnings versus the broader semiconductor sector perfectly demonstrates what I've been teaching about sector rotation: you need systematic evaluation to separate company-specific strength from overall market sentiment.
Totally agree, man. Broadcomβs numbers show not every chipmaker moves in lockstep. Itβs a great reminder that digging deeper than just βthe sectorβs upβ or βthe sectorβs downβ really pays off.
The market's reaction to Broadcom's earnings versus the broader semiconductor sector perfectly demonstrates what I've been teaching about sector rotation: you need systematic evaluation to separate company-specific strength from overall market sentiment.
Totally agree, man. Broadcomβs numbers show not every chipmaker moves in lockstep. Itβs a great reminder that digging deeper than just βthe sectorβs upβ or βthe sectorβs downβ really pays off.