[OpenAI's Astra launch](https://www.cnbc.com/2026/09/03/open-ai-astra-gpt-6-cyber.html) is being priced as a compute abundance story. But the Forensic angle? When hyperscalers lock down custom silicon orders (AVGO, LRCX), the equipment deferral cascade accelerates — and that's where the accrual bombs live. AVGO's ROIC sits at 6.7%, a destruction of capital at any cost of equity above 7%.

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