$AVGO 's most recent quarterly results clearly showed how high the expectation bar has risen for AI stocks and how sensitive the market has become. Despite beating expectations and raising guidance, the stock faced a sharp post-earnings sell-off. This has become a classic post-ER pricing behavior we have seen across many AI stocks recently. Broadcom delivered a strong finish in the fourth quarter of the fiscal year with roughly 28% year-over-year revenue growth. Semiconductor revenues rose 35%, while AI-related revenues grew more than 70%, reaching approximately 60% of the segment. The software side continued to support overall profitability by maintaining its high-margin structure. However, the CFO’s comments that the rising share of AI revenues could pressure gross margins in the short term became the main trigger for the sell-off. While the $73 billion AI-focused order backlog confirms Broadcom’s central role in the sector, the market did not find this figure sufficient. Broadcom stands as a true alternative to the NVIDIA ecosystem not only through ASICs but also via networking infrastructure and custom-designed XPUs. As a result, while the stock may remain volatile in the short term, it continues to preserve a strong AI story for patient, long term oriented investors