Latest / Wall Street Truthbombs Podcast
3 Hawkish Dissents & The $90 Oil SHOCK!
This was one of the most important weeks of the entire earnings season, and it delivered whiplash from start to finish. In this Weekly Recap, Chief Investment Officer Mark Malek breaks down why the AI trade officially stopped being a rising tide for all tech boats—and why Wall Street is now grading companies strictly on cash receipts.Mark analyzes Microsoft's historic Azure breakout ($100B annualized pace) and Amazon's AWS acceleration alongside Meta's 8% drop and Apple's loss of the world's most valuable company title to Nvidia. Unpack the shadow data behind the Federal Reserve's split 9-3…
The skinny
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