This week started with a striking warning from the Broadcom CEO, who likened the artificial intelligence market to a "casino." The statement was followed by strong earnings from ASML and a better-than-expected outlook from TSMC, though neither was enough to stem a global tech stock rout. Bloomberg's "The Opening Trade" spoke to analysts and experts about what this tells us about the state of expenditure within the booming trade and whether its becoming an increasingly riskier bet. Video Transcript 00:00 Speaker A There's a lot of things changing at the moment. Broadcom CEO was out earlier on this week talking about the fact that people are gambling at the moment. Nobody has any visibility, nobody. How much of this is speculative?
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