Wall Street Truthbombs Podcast

The 1987 TECH WARNING: The Trillion-Dollar Valuation Gap NOBODY Is Pricing...

8 min · 16. Juli 2026
Episode The 1987 TECH WARNING: The Trillion-Dollar Valuation Gap NOBODY Is Pricing... Cover

Beschreibung

IBM's earnings miss wasn't just about IBM—it may have revealed the biggest hidden risk in the entire AI investment cycle. In this episode of Wall Street Truth Bombs, Mark Malek explains why corporations are still spending hundreds of billions on AI infrastructure while very few are seeing measurable returns. We break down IBM's historic selloff, the $600 billion gap between AI spending and AI revenue, why the S&P 500 has stalled despite soaring earnings expectations, and what this means for Nvidia, Microsoft, Amazon, Meta, Google, Oracle and the future of the AI trade. If you're investing in technology stocks, this is one market signal you can't afford to ignore. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Support the show [https://www.buzzsprout.com/2544749/support]

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Alle Folgen

316 Folgen

Episode The Fed Just SHOCKED MARKETS And Declared WAR on INFLATION... Cover

The Fed Just SHOCKED MARKETS And Declared WAR on INFLATION...

Trump appointed Kevin Warsh expecting a new direction at the Federal Reserve—but his first testimony told a very different story. Warsh made it clear the Fed has zero tolerance for inflation, emphasized central bank independence, and signaled that protecting credibility may matter more than protecting stock prices. In this Wall Street Truth Bomb, Mark Malek explains: Why the market may be misreading CPI Why rate cuts aren't guaranteed The real message behind Warsh's testimony Why supply-driven inflation changes everything Why the Fed Put may officially be dead What this means for stocks, bonds, and your portfolio If the bond market is right, investors may be far too complacent. Subscribe for daily market analysis before Wall Street catches up. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Support the show [https://www.buzzsprout.com/2544749/support]

16. Juli 20269 min
Episode The 1987 TECH WARNING: The Trillion-Dollar Valuation Gap NOBODY Is Pricing... Cover

The 1987 TECH WARNING: The Trillion-Dollar Valuation Gap NOBODY Is Pricing...

IBM's earnings miss wasn't just about IBM—it may have revealed the biggest hidden risk in the entire AI investment cycle. In this episode of Wall Street Truth Bombs, Mark Malek explains why corporations are still spending hundreds of billions on AI infrastructure while very few are seeing measurable returns. We break down IBM's historic selloff, the $600 billion gap between AI spending and AI revenue, why the S&P 500 has stalled despite soaring earnings expectations, and what this means for Nvidia, Microsoft, Amazon, Meta, Google, Oracle and the future of the AI trade. If you're investing in technology stocks, this is one market signal you can't afford to ignore. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Support the show [https://www.buzzsprout.com/2544749/support]

16. Juli 20268 min
Episode The Fed's INFLATION NIGHTMARE Is Just Getting Started... Cover

The Fed's INFLATION NIGHTMARE Is Just Getting Started...

Today's CPI report looked like incredible news for investors—but what if it's already obsolete? In this episode of Wall Street Truth Bombs, we break down why the June inflation report may be measuring an economy that no longer exists. The Strait of Hormuz transit levy, surging oil prices, core goods inflation, and the Federal Reserve's next move could completely change the market narrative over the next several weeks. We also examine Christopher Waller's warning, why the Fed may be closer to tightening than cutting, and how higher energy costs could quietly spread through the entire economy before investors realize what's happening. If you're investing in stocks, following inflation, watching interest rates, or trying to understand where the economy is headed, this is an analysis you won't want to miss. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Truthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do  not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions. Support the show [https://www.buzzsprout.com/2544749/support]

Gestern10 min
Episode The Market Just Bought A GHOST... Why Today's CPI Is Already Dead! Cover

The Market Just Bought A GHOST... Why Today's CPI Is Already Dead!

Today's CPI report is making headlines for all the wrong reasons. Wall Street is celebrating a sharp drop in June inflation, but what if the data is already outdated? In this episode of Wall Street Truth Bombs, we break down why the latest CPI report may be describing a world that no longer exists. Energy prices drove most of the decline, but with oil surging, tensions escalating in the Strait of Hormuz, and the Federal Reserve preparing for its next interest rate decision, the inflation story may be far from over. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Truthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do  not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions. Support the show [https://www.buzzsprout.com/2544749/support]

Gestern8 min
Episode America's POWER GRID Almost COLLAPSED And WENT DARK... Cover

America's POWER GRID Almost COLLAPSED And WENT DARK...

America's largest power grid nearly reached its breaking point—and the federal government had to step in with an emergency order that barely made headlines. In this episode of Wall Street Truthbombs, Mark Malek explains what really happened inside the PJM power grid, why data centers were ordered to disconnect, and what this reveals about the hidden cost of the AI infrastructure boom. As Big Tech spends hundreds of billions on AI, America's aging electrical grid is becoming the next major bottleneck—and investors may not be prepared for what comes next. We break down the July 2 emergency, AI power demand, utility debt, rising electricity costs, bond market implications, and why this may be one of the biggest underappreciated risks facing markets today. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Support the show [https://www.buzzsprout.com/2544749/support]

13. Juli 20268 min