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#AVGODipsSNOWPops Broadcom beat Q3 revenue and earnings estimates, AI chip revenue reached $16.7B—and the shares still fell more than 6% after hours before recovering part of the drop 😅 The reason seems familiar: expectations moved faster than the actual results. Slightly softer Q4 guidance mattered more than another strong quarter. Snowflake had the opposite reaction. Q2 product revenue grew 37%, the company reached 9,100 customers and raised its full-year outlook. Shares jumped more than 21% ❄️ What caught my attention is how AI demand is spreading across the stack. Dell sees stronger server demand, Broadcom is benefiting from chips and networking, while Snowflake is capturing growth in the data layer. The demand story looks real, but the market is becoming much more selective about execution. It’s no longer enough to say “AI growth.” Companies now have to show where that growth appears—and how quickly it reaches guidance.