Meta's latest AI announcement may have revealed one of the biggest investment stories on Wall Street.

After committing nearly $600 billion to AI infrastructure, Big Tech is beginning to look less like software companies and more like industrial utilities. But Meta's decision to potentially rent excess GPU capacity raises a critical question:
Did they massively overbuild?

In this episode of Wall Street Truthbombs, Mark Malek breaks down what Meta Compute really means, why hyperscalers are taking on record debt, how depreciation could crush future earnings, and why investors may be underestimating the long-term consequences of the AI infrastructure race.

We also explore whether today's AI spending boom resembles previous capital spending bubbles—and what happens if demand fails to keep pace with supply.
If you follow Nvidia, Meta, Microsoft, Amazon, Alphabet, AI stocks, or the broader stock market, this is a conversation you don't want to miss.

In today's Wall Street Truth Bomb, we break down:

Meta Compute and why it matters
The massive AI infrastructure spending race
Why Big Tech is issuing record amounts of debt
What depreciation could mean for future earnings
How this could reshape software investing for years to come

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