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BEARISHSubstantive discussion · 3/5

Data center economics shift from subsidy to tax

The hosts argued the balance of power has shifted for data center construction, moving from localities offering tax incentives to demanding payments from the companies, creating a new financial liability.

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The story so far
OPEN · 4 MENTIONS · 2 EPISODES · 2 SHOWS
2 SUPPORT · 2 REPEAT
  1. 21 AUG 2026 · 6D AGO · FIRST HEARD
    ODD LOTS · 3 MENTIONS
  2. 23 AUG 2026 · 4D AGO
    MOTLEY FOOL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE