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Lets go item by item then. 1. They don't make jobs: This is not true. The median employment impact of data center presence is an overall increase employmeny by 5%, construction jobs increase by 11%, IT increases by 22%, and median wages rise by 4%. Since you're going by X anecdotes here are anecdotes where DCs are being built. Albiline Texas: Contruction general laborers median wages went from 17.5/hr to 23.63/hr. HVAC in Georgia median went from 40/hr to 47.82. Where these are built blue collar jobs are 1 created, and 2 paid extraordinary premiums. Sources: brookings.edu/articles/new-e… biz.loudoun.gov/wp-content/upl… 2. Energy concerns: Data centers that build their own energy infrastructure export that energy to the state and subsidize power rates for local citizens. There are cases, especially in the past where data centers have likely contributed to rising energy costs. But COUNTIES CAN AND SHOULD negotiate in ways that are beneficial for people, like Indiana did where tech firms are subsidizing energy costs by 1B per year. Mississippi is funding it's entire grid rebuild through the data center revenue instead from the local taxpayers. This is bringing rates down for people. Sources: Mississippi: mississippitoday.org/2025/09/25/ent… entergy.com/news/entergy-m… Indiana: utilitydive.com/news/nisource-… 3. They don't cut down property taxes: This is just blatantly untrue and the locals getting tax cuts as a result of data center revenue is literally the MOST substantiated benefit of them. These are not drops in house value but the local governments just cutting taxes. Sources: loudounnow.com/news/county-st… wric.com/news/local-new… wsbtv.com/news/local/new… Finally the "its production for the sake of production" part: You are show host on an online internet show. Your entire job requires data centers to exist. People don't listen on radio anymore it's all streamed now. Your job, your producers, your mic people, your lighting people, Alex and all his employees, none of this would exist in the way and scale it does without the flow of data online, which is sustained through a data center. I know its easy to be all pessimistic about technology and pretend that it's only bad and we don't benefit at all. But you wouldn't be getting a paycheck if it wasn't for them. YOU specifically, and all the people around you at the AJN, need data centers to live the life you do.

@cremieuxrecueil Waymo build out can’t come any sooner.

My Uber driver is on a video call with his family back in Bangladesh. He's not even talking to them and they're not talking to him either, there's just background noise coming out of the phone.

TRAGIC: If Steyer hadn't blown $150 million on his campaign the state could have used that money to build 2 feet of high-speed rail. sacbee.com/opinion/articl…

@taobanker Please fill me in when you find those!

I no longer wish to identify as an investor. Ideally by the end of the year I can find 20 stocks to invest in for the rest of my life. Life is about making art and being a critic , basically life is all about having a lifestyle blog that only a few hundred people read

@taobanker I like him because we’re both $GE bulls

respectfully who gives a fuck everything has changed and it's time to stop idolizing hedge fund managers of the past whatever these guys are doing sucks ass versus sitting in cash and waiting for truly generational opportunities to earn 1000% a year

@taobanker 50% is pretty steep

Been working on a real prompt again instead of just asking for bear/base/bull cases. It's medium key pretty fire. Post a ticker that's undervalued by at least 50% in the replies and i'll reply with feedback/questions from the AI.

Why is $APP down 9% today?

Thank you Diamondback With this contribution, the city of Midland now has nearly 200 trees

I’m making a lot of money in this market, but still annoys me when a powerhouse like $APP reports incredible earnings and dumps.

@taobanker Many are saying this

I'm starting to be a real believer in AI. Will be a megatrend like no one else is imagining right now. I'm sure there will be plenty of ramps and drops along the way though.

S&P $SPGI pretty clearly seems like not an AI loser (and very possibly an AI winner) > CapIQ workstation is 6% of rev > Ratings + Indices + Systems of Records + Price Assessments segments all should be pretty immune to AI competition > AI API calls up 5x QoQ and ACV growth among customers using AI products > CEO bought $1M > Increased buybacks to 100% of FCF > A lot of their data is proprietary and literally impossible to scrape (private market data, fundraising data, M&A data). > Trading at lowest P/E since COVID Main risk seems like a value trap risk from either AI fears not dissipating and/or just a permanent multiple compression across the industry

@taobanker It’s defending $600 well

Think about how bad someone wants to buy $META to release these weekly hit pieces

$MU the ongoing rally in this name and peers is insane and I love it, but makes me more and more skiddish seeing it up 10% everyday

@ContrarianCurse Sounds like something someone from Canada would say

The beach fucking blows x.com/KevinMoss216/s…

$GME bag holders are literal cattle

This is such a hard watch 😭

@taobanker (Maybe) Hot take: it won’t be either of them in the general

Dawg I can't fucking do a Vance vs Newsom election can we please think of another path forward

PM Péter Magyar: Gypsy anthem to be performed alongside Hungary’s national anthem at new assembly inauguration