Broadcom’s AI numbers are wild. $16.7B AI semiconductor revenue in Q3, +221% YoY. Q4 AI revenue expected at $21.7B, +236% YoY. And $AVGO still sold off after hours. The issue wasn’t collapsing AI demand. It was expectations: $34.8B Q4 revenue guidance vs roughly $35B expected. When the market demands near-perfect growth, even a small guidance gap can trigger a big reaction. Now I’m watching the bull vs bear debate: accelerating AI demand vs demanding valuation. Overreaction or opportunity? #Broadcom #AVGO #AI #AIEarnings #BingX