Morning Blast: TSM and the Price of Silicon
Morning Blast: Taiwan Semiconductor (TSM) capital expenditure physics, leading-edge 3nm/2nm gross margins, and global fab subsidy economics.
Semiconductors
The $780 Gamma Pin, Broadcom’s $30B Cash Engine, and Rivian’s Cost-of-Capital Wall: Daily Morning Editorial Blast
Pre-market institutional dossier: Broadcom custom silicon margins, Rivian cost-of-capital wall, and index gamma strike pinning.