Someone at OpenAI leaked that it is missing targets, but they didn't leak the numbers. That's either a red flag or a setup. Malcolm Ethridge and Ricky Mulvey discuss: The OpenAI leak: why leak a miss without leaking the actual numbers? Meta deception, the magic trick concept that might explain how big companies manage investor expectations Big tech earnings: Meta's ad machine is working, and Malcolm explains why Amazon's chip business may be the most underrated AI story Starbucks vs. the K-shaped economy: what delivery orders and $6 California gas tell us about where the real cracks are showing. Why the stock market keeps shrugging off the Iran War. Micron skepticism: listener question on a stock up almost 6x in 12 months that still looks cheap on paper Tim Cook's legacy and the three problems for new CEO John Ternus. Contact us: [email protected] We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast. Hosts: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices