AI hype went on a diet this week. $AVGO dropped 8%, $NVDA barely moved. Money only wants to stick with the big boss. As for $AVGO’s drop this time, I dug around for ages— No earnings report, no scandals, Just a slow, steady sell-off. Drops without a reason are scarier than those with one. A reason means bad news is out in the open. No reason means someone’s already running for the exit. The AI basket has narrowed down to just NVIDIA holding the fort. The market calls this 'safety,' I call it 'fragility.' With this kind of movement, I’m not adding positions. If NVIDIA sneezes, the whole sector’s catching a cold.