Broadcom Inc. (NASDAQ: AVGO) is starting the week in a very different mood than it ended the last one. After a sharp post-earnings selloff that helped rattle the broader “AI trade,” investors are trying to decide whether Broadcom’s pullback is a warning sign about profitability in custom AI silicon—or a reset that creates a more attractive entry point into one of the market’s biggest AI infrastructure winners. ^[1]

As of Monday, Dec. 15, Broadcom shares were trading around $354 in U.S. session pricing (midday), after opening near $356. That places the stock near the center of a debate that has defined the final stretch of 2025 for mega-cap AI names: revenue momentum is undeniable, but margins and visibility matter more than…