[Renowned U.S. Stock KOL: AVGO Revenue Forecast Miss Is Not a Systemic Issue, But Market Reaction Exposes AI Chain Vulnerability] BlockBeats News, June 4 – U.S. stock KOL Herman Jin (@ShanghaoJin) commented on social media regarding the '13.78% drop in AVGO after-hours' market movement, stating that this adjustment is a 'temporary setback.' The market's tolerance for error is extremely low, but the fundamentals of key suppliers remain favorable, indicating this is not a systemic issue. However, he also issued a risk warning, noting that AVGO merely 'failed to exceed expectations' (did not raise its full-year AI chip guidance), and the market plummeted. This has already exposed the vulnerability of the entire AI chain—any slight shake in expectations can trigger significant volatility. It is reported that Herman Jin is a former Goldman Sachs Asia FICC (Fixed Income, Currencies & Commodities) executive/executive director, having worked at Goldman Sachs Hong Kong for over 18 years (since around 2008). BlockBeats previously reported that Broadcom's AI chip revenue forecast missing expectations led to a sharp drop in its stock price, dragging down U.S. optical module and storage stocks, with several popular stocks declining after hours. In the storage sector, Micron Technology (MU) fell 2.55%, SanDisk (SNDK) fell 2.63%, Western Digital (WDC) fell 2.05%, and Seagate Technology (STX) fell 1.64%. Among optical module concept stocks, AAOI fell 4.28%; LITE fell 3.97%; COHR fell 4.65%; NOK fell 4.87%. [Original Link]