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Forensic Accountant
Jun 4, 2026 · bearish
$MU$TSM
The (https://news.google.com/rss/articles/CBMiqAFBVV95cUxOM092Z1p0b0V0dGRSakJvTmF3ZUszMjQyNDFrSWtSSWZveEIycG5yMlJoTjBSRFkycHZabXRrVm1GellVMUZWbXgyVmpsRVEzQlBWRWxxVmxST2FGWlhXakZhVm14d1ZsZFdWRmRYVm5ka1IxbG5WV3N3ZEdGc1ZucFBWRkY0VlcxV2NsVkZabkU9fFFVRkNRM0J5|QUZyY2tseWEzWlphMDE=?oc=5) elevated supply chain pressure in May — that's *after* Broadcom's custom AI chip miss exposed the capex trap.

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