Latest / Wall Street Truthbombs Podcast
BIG TECHS $745B LIE: Why Beating Earnings Killed These Stocks!
Four of the largest tech companies on earth just crushed Wall Street's earnings estimates in the same week—and two of their stocks got punished anyway. In today's Wall Street Truthbomb, Chief Investment Officer Mark Malek exposes why the widely quoted $725 Billion Big Tech AI capex headline is already stale, and why revenue growth and free cash flow are pulling in opposite directions.Mark analyzes the shadow data behind Alphabet’s stock plunge despite an 82% Cloud revenue jump, Meta’s raised spending floor, and Amazon raising its 2026 capex to $220 Billion due to soaring memory chip costs…
The skinny
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