Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 139.28

-0.5%

Nov 14 9:30 AM EST

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To: y2kate who wrote (25199)	7/15/2025 2:14:02 PM
From: Kirk ©	Read Replies (2) of 26515

A lot to consider. Aggressive spending could be very conservative if they have contracts for the AI output that pays for the investment many times over with enough profits to upgrade servers and offer higher performance to the customers. they have cheap power lined up for all their expected expansion they have cheap cooling, perhaps with data centers located inside the Artic Circle perhaps fueled by cheap Russian energy. they have infrastructure already in place to get the power to their data centers When I bought my house 31 years ago my "metrics" looked horrible with 85% of income to service the final loan and over 100% to cover the bridge loan and first loan on the trade-up property... but 31 years later the debt service cost (tiny balance ~1% of value at 3.375%) and property taxes are a fraction of what it would cost to rent this place. That land and infrastructure (to bring power, water, sewer, etc.) homes and data centers sit on have great value. I read somewhere that old coal plants that were shut down have great value now as they have connections to the power grid that don't care which direction the electrons flow.

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