EPISODE · May 22, 2026 · 10 MIN
THE “AI PIVOT” Just Got EXPOSED AI Bubble? NO MUCH WORSE...
from Wall Street Truthbombs Podcast · host Wall Street Truthbombs
Wall Street is finally starting to separate real AI companies from businesses simply using AI as a costume.In this video, Mark Malek breaks down the dangerous “AI pivot” playbook: companies with broken business models, weak guidance, layoffs, and collapsing margins suddenly rebranding themselves as AI-first. Using Gambling.com as the latest example, Mark explains why the market punished the stock, what Google’s search changes revealed about the company’s underlying model, and why investors need to ask harder questions before buying into the next AI story.The truth bomb: AI is real — but not every company claiming AI is actually building it. Some are just using the buzzword to delay a bad diagnosis.Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Support the show
What this episode covers
Wall Street is finally starting to separate real AI companies from businesses simply using AI as a costume. In this video, Mark Malek breaks down the dangerous “AI pivot” playbook: companies with broken business models, weak guidance, layoffs, and collapsing margins suddenly rebranding themselves as AI-first. Using Gambling.com as the latest example, Mark explains why the market punished the stock, what Google’s search changes revealed about the company’s underlying model, and why investors ...
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THE “AI PIVOT” Just Got EXPOSED AI Bubble? NO MUCH WORSE...
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