Episode Details
Back to Episodes
AVGO Signals Bottleneck in TSM Capacity: Weighing Bullish & Bearish Perspective
Description
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.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about