It looks like the AI trade is trading at a major discount right now, and I think it could be poised to hit a record high in less than five months. Looking at some of the key names, $Broadcom(AVGO)$ is down 22.3%, $Meta Platforms, Inc.(META)$ is down 16.1%, $NVIDIA(NVDA)$ is down 13.2%, and $Advanced Micro Devices(AMD)$ is down 7.9%. At least from my perspective, the pullback seems significant.
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