Broadcom's Dip: Backlogs, Belief and the Bigger Picture
πππ Broadcom $Broadcom(AVGO)$
But here is the truth:
Backlogs are not abandonment. They are a sign of demand outpacing supply. The market wanted fireworks but what it got was a reminder that scaling AI infrastructure is a marathon, not a sprint.
The dip is not the death of AI. It is a recalibration of narratives . Investors are learning that AI growth will be lumpy , tied to cycles of Capex, supply chains and customer adoption.
Semiconductors remain the backbone of AI infrastructure. Without chips, there is no AI. Broadcom's backlog is proof of its relevance even if the market's reaction was impatience.
Concluding Thoughts
To me Broadcom's earnings are a lesson in conviction. Growth is there, stability is forming and conviction is tested when the crowd wavers. The dip may sting but it is also the market's way of asking : Do you believe in the long game?
So while some investors were disappointed, I saw resilience. AI isn't abandoned. It is just reminding us that even revolutions need time to build.
Broadcom's dip isn't the end of the AI story . It is the pause before the next chapter.
@Tiger_comments @Tiger_SG @TigerStars @TigerClub @CaptainTiger
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