AVGO into the print tonight — extended, crowded long, and the flow doesn't confirm. Beat-and-rip or sell-the-news fade?

Broadcom reports Q2 FY26 tonight, after the close (June 3), call at 5:00 PM ET. I'm not in this one — just want to crowd-source which way people are leaning, because the setup is genuinely two-sided. The stock has ripped into the print (~29% YTD, fresh all-time highs, up ~4.7% on June 1 alone). The narrative is wall-to-wall bullish: $73B AI backlog, "may as well be Mag 7," analysts revamping PTs upward, custom-silicon-is-the-future. All true. But a few things cut against just buying the hype here. Bullish p