[https://blog.citp.princeton.edu/2025/10/15/lifespan-of-ai-chips-the-300-billion-question/](https://blog.citp.princeton.edu/2025/10/15/lifespan-of-ai-chips-the-300-billion-question/) "the chips at the heart of the infrastructure buildout have a useful lifespan of one to three years due to rapid technological obsolescence and physical wear, but companies [depreciate](https://www.investopedia.com/terms/d/depreciation.asp) them over five to six years. In other words, they spread out the cost of their massive capital investments over a longer period than the facts warrant—what *The Economist* has referred to as the [“$4trn accounting puzzle at the heart of the AI cloud.”](https://www.economist.com/business/2025/09/18/the-4trn-accounting-puzzle-at-the-heart-of-the-ai-cloud) " That is what I'm talking about.

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The rotation into biotech began about five months ago, driven by renewed optimism that interest rates may soon decline. Lower rates are particularly beneficial for biotech, as they reduce the cost of capital and make long-term R&D pipelines more attractive to investors. Since many biotech firms operate at a loss while developing treatments, cheaper financing and a lower required return on investment significantly enhance their valuations and funding outlook—making the sector increasingly appealing in a softening rate environment.

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C O I L E D

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Phfft it’s a lower case d at best

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Bears can S my D

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My copium says it's building a little bear flag :D

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" Shares of Plug Power are jumping double digits as of 7:30 a.m. ET after the hydrogen fuel cell company announced that it “has signed a non-binding Letter of Intent to monetize its electricity rights in New York and one other location and collaborate with a US data center developer." Lmao okay we starting to hit the "i registered a domain" phase at least the other D tier companies were adjacent or directly in data centers.

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https://a.co/d/jgD1AbE What you guys think about this machine for basic Robinhood, Reddit, porn? Was thinking about getting a MacBook Air but it’s double and I just need a computer I can whip out when I can’t use my work one 

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8=======================================D Open up nerd

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You need to sell *before* the news. Who do you think gets first dibs on information? Tops investment firms and national banks, or Johnny D with the Stock Picks at KXWE Channel 7

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