BEYOND NVIDIA: Why Wall Street Sold Big Tech & Bought Intel!

Alphabet and Tesla just got slammed by Wall Street for their massive AI spending—so why did an "old school" chipmaker post its best revenue growth in 15 years? In this video, Mark Malek breaks down the mechanics of "Agentic AI," why CPU-to-GPU server ratios are shifting, and how an $11 Billion headline loss hid a massive operational cash flow quarter.CHAPTERS & TOPICS:• Mega-Cap Tech CapEx Punishment vs. Supply Chain Winners• Intel Q2 Financials: 25% Revenue Surge & $16.1B Top Line• Demystifying GAAP: The $12.5B Government CHIPS Act Charge• The Agentic AI Shift: Why CPUs Are the Orchestra Conductors• Server CPU Pricing Power & Multi-Year Lock-ins• Portfolio Takeaways: Why the AI Trade Is Spreading Out• Your Daily Wall Street TruthbombInvestors punished Big Tech for pouring hundreds of billions into AI infrastructure, but they missed the chipmaker quietly collecting the check on the other side of the trade. In today's Wall Street Truthbomb, Mark Malek cuts through GAAP accounting noise to explain how autonomous "agentic AI" is driving a massive server CPU rebound, and why the AI trade is moving deep into the hardware supply chain.Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Substack: https://substack.com/@wstruthbombsX: https://x.com/WSTruthBombsPatreon: https://www.patreon.com/wstruthbombsBlueSky: https://bsky.app/profile/wstruthbombs.bsky.socialTikTok: https://www.tiktok.com/@wstruthbombsTruthbombs 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.#Intel #AI #TechStocks #StockMarket #Earnings #MarkMalek #WallStreet #TruthbombsSupport the show