Prominent US Stock KOL: AVGO Revenue Forecast Missing Expectations Not a Systemic Issue, But Market Reaction Still Highlights AI Supply Chain Vulnerability

On June 4, U.S. stock market KOL Herman Jin (@ShanghaoJin) commented on social media about Broadcom (ticker: AVGO), which posted a 13.78% drop in after-hours trading. Jin, a former Asia Fixed Income, Currencies & Commodities (FICC) CEO and Managing Director at Goldman Sachs with over 18 years at the bank’s Hong Kong office (starting around 2008), called this adjustment a “temporary pain.” He noted that the market currently has very low tolerance for such moves, but stressed that the fundamentals of key AVGO suppliers remain positive, making this not a systemic issue. However, he also sounded a cautionary note about risks: AVGO failed to exceed market expectations (it did not raise its full-year AI chip guidance), yet the stock still plummeted sharply. This sell-off has exposed a critical vulnerability in the entire AI supply chain—even small shifts in investor expectations can trigger drastic price swings across the sector. According to a prior BlockBeats report, Broadcom’s below-forecast AI chip revenue projection sparked the post-hours declines in U.S. stocks in the optoelectronics and storage sectors. In the storage space, Micron Technology (MU) fell 2.55%, SanDisk (SNDK) dropped 2.63%, Western Digital (WDC) slid 2.05%, and Seagate Technology (STX) declined 1.64%. In the optoelectronics sector, stocks saw steeper drops: AAOI fell 4.28%, LITE was down 3.97%, COHR dropped 4.65%, and NOK slid 4.87%.