AI Hardware Crash: Texas Vote Threatens $50B Data Centers | Stock Market
Deep Values: Value Investing Deep Dives · Nov 12, 2026 · 17:35
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Nov 12, 2026 · 17:35
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
A Texas election and two federal bills just made local permission, not capital, the real moat for AI data centers. We use the Graham-Buffett lens to ask what happens to a business when its runway for growth suddenly gets shorter.
• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes
• Is the market overvalued? The Buffett Indicator app
Android (Buffett Indicator & Shiller PE)
Chapters
(0:00) Introduction
(1:26) Problem Statement
(2:45) Solution Overview
(4:03) Key Features
(5:22) Technical Architecture
(6:41) Implementation Details
(7:59) User Experience
(9:18) Security Measures
(10:37) Performance Metrics
(11:55) Future Roadmap
(13:14) Case Studies
(14:32) Support Resources
(15:51) Disclaimer
(17:10) Get the apps
DeepValues toolkit
• Run the numbers on any stock yourself, free
• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)
• Open-source research on 300+ companies
• Deep Value Intelligence, the multi-agent AI analyst
• Developer API and MCP server for your AI agents
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Podcast (Deep Values): Spotify · Apple Podcasts
Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
#StockMarket #ValueInvesting #BuffettIndicator
Original source
AI撞上美国“新世界”：暴跌、监管、政治博弈，数据中心何去何从？【101视频播客】
Episodes: Deep Values: Value Investing Deep Dives
