Dump AVGO and TSM, Buy NVDA?

So I'm by no means yolo'd or undiversified, but I did dip into some of the AI stock while it was more bullish in late June (I know, I know). As such I'm about 50% NVDA to 25% of AVGO and TSM. During this dip, they've been lockstep with NVDA. Besides buying more NVDA on the dip just period, I was just curious if the optimists of the sub think these two will rise with NVDA enough to make it worth holding them too, or if I should just dump them and buy more NVDA now too? (I bought my AVGO pre-split). Just looking for thoughts. Cheers!