DON'T PANIC SELL ...HAVE A PLAN! episode artwork

EPISODE · Nov 8, 2025 · 6 MIN

DON'T PANIC SELL ...HAVE A PLAN!

from Wall Street Truthbombs Podcast · host Wall Street Truthbombs

Are you an investor or a trader? That question has never mattered more.In this week’s Wall Street Truthbomb, Mark Malek breaks down the growing divide between conviction and reaction—between those building the AI future and those just chasing it.The headlines might have you spooked—Goldman Sachs, Morgan Stanley, and even “The Big Short” legend Michael Burry are warning about stretched valuations and overheated AI stocks. But beneath the noise, something bigger is happening: a massive, long-term infrastructure buildout that’s reshaping the digital economy.We’re still in the construction phase of the AI revolution. Microsoft, Amazon, Alphabet, Meta, and Oracle are spending billions in CAPEX—laying digital foundations that will support decades of innovation. The market’s anxiety about “too much spending” misses the point: this is what conviction looks like.Substack: 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.#foryou #investing #stocks #trading #inflationhedge #investmenttips #investmentadvice #stockmarket #trading #economy #news #invest #investmentstrategySupport the show

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Are you an investor or a trader? That question has never mattered more. In this week’s Wall Street Truthbomb, Mark Malek breaks down the growing divide between conviction and reaction—between those building the AI future and those just chasing it. The headlines might have you spooked—Goldman Sachs, Morgan Stanley, and even “The Big Short” legend Michael Burry are warning about stretched valuations and overheated AI stocks. But beneath the noise, something bigger is happening: a massive, long...

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DON'T PANIC SELL ...HAVE A PLAN!

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