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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (78577)	11/21/2025 9:20:19 AM
From: E_K_S	1 Recommendation Recommended By sjemmeri Respond to of 78748

Re: Depreciation - Accelrated vs Straight line I am not an accounting expert but the accelerated depreciation is a book entry but will impact the stated PE. So one would want to look at EBITD for these companies. Also important is the FCF and weather the FCF is growing. Many of these AI deals have revenues coming in the future some many years out. Will that really happen? Margins will also be suspect because those depend on the cost to build & operate the new AI Data Center(s). I expect those costs to increase vs estimates. Therefore, future valuations have a lot of moving parts and current estimates are probably wrong. . . . . stay tuned