Simon discusses how asset class performance has become increasingly concentrated in U.S. Large Cap Growth and narrowed even further recently to just a handful of names. Some of this has been justified by outsized profit contribution but the divergence may have gone too far. He suggests that diversification may still have its merits and be important for risk management. He also highlights the latest news flow from AVGO and AAPL, as well as a new name to consider, PSN. 

WIG Stocks: PSN, AVGO, AAPL 

Non-WIG Stocks: NVDA 

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