Broadcom (AVGO) shares fell on earnings even though the company posted strong earnings. Melissa Armo says it's interesting considering Nvidia (NVDA) and some of the other AI chipmaking peers rallied after their earnings. Jay Hatfield attributes the selling action to a "hedge fund blowup" as Wall Street reanalyzes exposure to the AI space. The panel analyzes where Broadcom stands in the greater AI trade and as Jay sets a $450 price target.