Trade Tracker: Brian Belski buys more Broadcom, Nvidia and AMD

Brian, you bought more Broadcom, Nvidia, and AMD. >> I did. >> Tell me why you did that.>> Well, I think Broadcom and Nvidia are Coke and Pepsi. Nvidia is is obviously the clear leader. We given the fact that the stock had run a little bit too much, we needed to kind of rightsize our position.We still love love love that company longer term, but we're making a bet on on AMD and Broadcom to be sub A and sub B under Nvidia. And those are our three biggest chip company positions. What do you think of the the d ...