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4 thoughts on “Another Narrow Market Lament

  1. Wow, I didn’t realize Broadcom and TSMC had joined the trillion dollar market cap club. I should’ve stayed in the semiconductor industry instead of moving into startup land.

  2. The portion of my portfolio that isn’t in SPY has a common thread: for the most part, the CEOs are people I would genuinely enjoy having over for dinner. For example, tonight I would like to invite Hock.
    🙂

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