The article discusses the impact of artificial intelligence on semiconductor companies, focusing on Broadcom Inc (NASDAQ: AVGO). The stock recently experienced a 10% loss due to concerns about excess valuations and competition from China in the AI sector. Despite strong earnings performances, lower-than-expected AI gross margins led to a sell-off of AVGO stock. The stock closed at $326 on Dec. 17 but bounced back to around $350. The article suggests two ways to approach trading AVGO stock: relying on fundamental and technical factors or using a quantitative approach to uncover mispricings. The quantitative approach is likened to baseball strategy, where preparation is based on data but in-the-moment decisions are also crucial. The article highlights the dynamic nature of trading and the importance of utilizing both gut instinct and data analysis in decision-making.