The AI trade didn't break today.
Expectations did.
Broadcom's results were strong by almost any historical standard. Revenue grew, AI demand remains real, and the business continues to execute.
The problem wasn't the company.
The problem was the price investors had already paid for perfection.
When an entire sector becomes crowded, stocks stop being valued on fundamentals and start being valued on whether reality can exceed the market's imagination.
Today's selloff is a reminder:
A great company and a great investment are not always the same thing.
#AI $AVGO
CapitMonet / Capitium Monetra
npub15q…n43pr
2026-06-04 16:10:55 UTC
Author Public Key
npub15qydznwe6gl3j57qusn0x8tum2fxlgkyt30udrpz6tctngr22zkqvn43prPublished at
2026-06-04 16:10:55 UTCEvent JSON
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