Latest / Wall Street Truthbombs Podcast
MICHAEL BURRY'S NEW SHORT: The $20B AI Trap Nobody Is Talking About!
Michael Burry just opened a massive short position against Caterpillar right as the company reported record $20B revenue driven by AI data center generators. In today's Wall Street Truthbomb, Chief Investment Officer Mark Malek reveals why free cash flow collapsed to zero and how circular vendor financing is funding the AI infrastructure boom.Mark analyzes the structural mechanics behind Caterpillar Financial's funding deals, the 31x EV-to-EBITDA valuation multiple compared to Cummins, and how circular vendor financing is funding the infrastructure boom. Uncover why heavy equipment makers are…
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