Broadcom Falls 13.78% After-Hours on AI Chip Revenue Disappointment; KOL Warns of AI Chain Fragility

According to BlockBeats, Broadcom (AVGO) tumbled 13.78% in after-hours trading on June 4 after missing AI chip revenue guidance. Prominent U.S. stock market analyst Herman Jin, a former Goldman Sachs Asia FICC executive, commented that while the adjustment is temporary and the underlying fundamentals remain sound, the sharp market reaction exposes the fragility of the entire AI supply chain—any unmet expectation triggers severe volatility.

The selloff rippled across related sectors, with storage stocks including Micron (MU) down 2.55%, Western Digital (WDC) down 2.05%, and optical module names such as Akoustis Technologies (AAOI) down 4.28% and Coherent (COHR) down 4.65%.