Data Centers Lost 40 of 41 Votes. Why Microsoft Rose | Investor Playbook

Voters backed limits on data centers in 40 of 41 local ballot measures, and Texas, home to 25% of planned U.S. capacity, may freeze approvals. Learn why local permission is becoming AI's scarcest input, and how that red tape could quietly widen incumbents' moats.

• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes

iPhone

Android

• Is the market overvalued? The Buffett Indicator app

iPhone (Buffett Indicator)

Android (Buffett Indicator & Shiller PE)

Chapters

(0:00) Data Center Election Losses

(4:59) Texas Bottleneck and Youth Vote

(6:04) Evidence Assessment

(9:28) Market Divergence and Moat

(10:07) Buffett Lens: Business Quality

(11:30) Buffett Lens: Capital Value

(13:53) Investor Lesson on Regulation

(17:56) Intelligent Value Investor App Suite

(18:33) 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.

• This episode on YouTube

Subscribe on YouTube

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.

#WarrenBuffett #ValueInvesting #Investing

Original sources

Chamath Palihapitiya - Wikipedia

Data Centers Lost Nearly Every Local Vote on Election Day