🚨 Broadcom’s CEO just sparked a debate: Is the AI boom getting ahead of itself? Hock Tan’s “casino gamblers” remark at a Singapore conference sent ripples through the semiconductor market, with $AVGO , #ASML , $TSM and the #SOXX ETF under pressure. But Tan wasn’t simply dismissing AI. His concern was whether investors understand what they’re betting on, whether AI businesses can generate sustainable returns, and whether funding can keep pace with the massive infrastructure buildout. That’s an important distinction. AI demand can remain strong while valuations and expectations get ahead of fundamentals. #Macro Insights# #RWA