TSMC

Connections

Each line is a relationship Brain Rot Report drew in a specific piece, in that piece's words.

• Broadcom

  Physical supply limits are introducing friction into a market priced for infinite AI scale.

  Source piece →

Coverage

• AI Valuation Is Pure Magic Thinking Jun 4, 2026
• Reviving the Past Is the Only Avant-Garde Left May 9, 2026
• Chips, Civilization, and the Texas Gambit Apr 7, 2026