THE AI TRADE Is CRASHING After TSMC Record PROFITS...
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THE AI TRADE Is CRASHING After TSMC Record PROFITS...
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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 the entire AI trade.
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