About this episode

Mark Malek discusses the implications of TSMC's record profits and the potential turning point in the AI infrastructure boom.

TSMC just delivered record earnings, yet its stock plunged alongside markets across Asia. What caused investors to sell one of the world's most important AI companies despite booming profits? In this episode of Wall Street Truthbombs, Mark Malek explains why the AI infrastructure boom may be reaching a critical turning point. From exploding capital expenditures and rising depreciation costs to China's latest open-source AI model, this isn't just about one company—it's about the math behind t...

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