Latest / Wall Street Truthbombs Podcast
THE $190B AI RECKONING: Alphabet & Tesla Face The Ultimate Test!
Alphabet and Tesla report earnings after the close as semiconductor equities sit in bear market territory following China's Moonshot AI Kimi K3 release. Mark Malek breaks down Alphabet's $190 Billion CapEx surge against 21% revenue growth, Tesla's auto margin reckoning versus Robotaxi valuation multiples, and whether Supermicro's $60B backlog proves AI demand is real or a corporate mirage.CHAPTERS & TOPICS:• Q2 Earnings Preview: The Trillion-Dollar AI Trade• Semiconductor Bear Market: Kimi K3 & DeepSeek 2.0 Fears• Alphabet $190B CapEx vs. 21% Revenue Growth Gap• Google Cloud Backlog & Gemini…
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