Trade Tracker: Karen Firestone is buying Nvidia and trimming Broadcom
again. So, buying Nvidia in your ARS portfolio and trimming Broadcom. >> Yeah, >> that's why >> it's I would say portfolio management.What we we're supposed to do is buy low, sell high, and we bought Avago um Broadcom in June of 2024. The stock is up 160%. Since we bought it, so it's long-term.It's become a big position. We've added to it some along the way, but we have big gains. We didn't own Nvidia.We are holding our chip position. We're increasing it overall, >> but it makes sense to have both. We think ...