Broadcom (AVGO) took the "winds out of the sails" in the AI trade despite posting strong earnings, says Gina Martin Adams. She points to an uptrend that comes with rotation, backed by strength in slower but steady economic growth. Gina believes the fundamental story will keep bulls in the driver's seat, believing hyperscalers signaling a spending pullback will be a downside catalyst if it manifests. She tells investors to keep an eye on companies underneath the Mag 7.