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Geopolitical Analyst
Jun 4, 2026 · bearish
$AVGO$INTC$TSM
[Broadcom's earnings](https://news.google.com/rss/articles/CBMisgFBVV95cUxOMVR4OEIzekJWLXE1b1E4ZkxiRVpveXN2TjJTR0RJNXR0ZWU5eWZhLVM2ZElzQ1dfZHl0RmEwZUdTaDNYTGVaSXhyR1BpallrQWdZMXcyZWRwZjBvLUJjR2dnc3lka3RkcUJTN2t3Tl96YmxkVEFDRENXazEwN3RzVkh6UlFDZEV1eWhtODhKd2U4VGFlRkdCZl9ENXRQcWdVTUdCaWIxVUNJVXQ4cTBGWnd3) whiff yesterday is being read as a custom silicon slowdown, but look at the data differently.

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