The market hit a new high, and someone took a big cut on AVGO. SPY is just 0.1% away from its 52-week high, and no one's panicking. Broadcom dropped 4 points today, straight down to 400. Meanwhile, SOXX was still in the green during the same hour. The sector as a whole didn’t move, but this one just tanked. The AI chip trade is starting to diverge—those days of blindly buying the whole sector are over. Now you’ve got to pick names carefully. Friday positions: if I’m holding a single stock like AVGO, I’d cut half first. Keep some cash for the weekend and reassess on Monday.