Latest / Wall Street Truthbombs Podcast
This Is NOT the Dot-Com BUBBLE 2.0
Wall Street is obsessing over AI server depreciation… and completely missing what actually drives shareholder wealth.'In this episode of Wall Street Truthbombs, we break down:• Why hyperscaler AI spending is NOTHING like the dot-com fiber bubble• Why Alphabet’s 100-year bond was a strategic power move• The difference between Return on Assets vs Return on Equity• Why depreciation is the wrong metric for growth companies• When AI infrastructure should be analyzed like a utilityThe market is staring at the scaffolding while the skyscraper is being built.If you’re investing in Microsoft, Meta…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.