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

BlockBeats News, June 4th, US stock market KOL Herman Jin (@ShanghaoJin) made comments on the "AVGO after-hours drop of 13.78%" market trend on social media, stating that this adjustment was a "temporary pain," the market's tolerance is very low, but the fundamental of key suppliers is still positive, not a systemic issue.

However, he also warned of the risks. AVGO only "did not exceed expectations" (did not raise the full-year AI chip guidance), and the market plummeted. This has exposed the vulnerability of the entire AI chain—a slight expectation shake-up can trigger a drastic fluctuation.

It is reported that Herman Jin is the former Asia FICC (Fixed Income, Currencies & Commodities) CEO/Managing Director at Goldman Sachs, working at Goldman Sachs Hong Kong for over 18 years (since around 2008).

BlockBeats previously reported that Broadcom's AI chip revenue forecast fell below expectations, causing a sharp drop in US stocks in the optoelectronics and storage sectors, with multiple popular stocks falling after hours. In the storage sector, Micron Technology (MU) fell by 2.55%, SanDisk (SNDK) fell by 2.63%, Western Digital (WDC) fell by 2.05%, Seagate Technology (STX) fell by 1.64%. In the optoelectronics sector, AAOI fell by 4.28%; LITE fell by 3.97%; COHR fell by 4.65%; NOK fell by 4.87%.