THE AI TRADE Is CRASHING After TSMC Record PROFITS...

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. Topics covered: • TSMC earnings • AI infrastructure spending • Taiwan stock market selloff • Nvidia and semiconductor stocks • AI bubble concerns • Capital expenditures • Market valuation • Global supply chains • Semiconductor investing Subscribe for daily market analysis that goes beyond the headlines. Subscribe:    / @wstruthbombs   Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon:   / wstruthbombs   BlueSky: https://bsky.app/profile/wstruthbombs... TikTok:   / wstruthbombs   Truthbombs 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 #stockmarket #trading #money #economy