AVGO Signals Bottleneck in TSM Capacity: Weighing Bullish & Bearish Perspective
Schwab Network · Schwab Network
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Show Notes
A speed bump in the AI boom may be forming after Broadcom (AVGO) warned that TSMC (TSM) capacity is maxed out. TSMC did not respond to comments on the tentative bottleneck. Marley Kayden expands the scope of this story to explain how it affects Broadcom, TSMC, and the greater AI trade. Joe Tigay offers a bearish example options trade for Broadcom.
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