Latest / Wall Street Truthbombs Podcast
BEYOND NVIDIA: Why Wall Street Sold Big Tech & Bought Intel!
Alphabet and Tesla just got slammed by Wall Street for their massive AI spending—so why did an "old school" chipmaker post its best revenue growth in 15 years? In this video, Mark Malek breaks down the mechanics of "Agentic AI," why CPU-to-GPU server ratios are shifting, and how an $11 Billion headline loss hid a massive operational cash flow quarter.CHAPTERS & TOPICS:• Mega-Cap Tech CapEx Punishment vs. Supply Chain Winners• Intel Q2 Financials: 25% Revenue Surge & $16.1B Top Line• Demystifying GAAP: The $12.5B Government CHIPS Act Charge• The Agentic AI Shift: Why CPUs Are the Orchestra…
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