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Ansem 🧸💸· 2026-02-08 19:12
RT anand iyer (@ai)Amazon made $90B in profit in 2025 and paid $1.2B in federal taxes, down 87% from the year before. The driver: accelerated depreciation on their $131B in capital expenditure. When you're building data centers at this scale, the tax code effectively subsidizes your buildout. Every major hyperscaler is now in the same position. The companies investing the most in AI infrastructure get the largest depreciation shields, which frees up more capital to invest even more. It's a compounding loop ...
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Ansem 🧸💸· 2026-02-08 18:39
RT Jon Charbonneau 🇺🇸 (@jon_charb)absolutely elite researchHIP-3 Silver perps are delivering tighter spreads & better execution for retail than CME/COMEX Micro Silver futures, and Hyperliquid is open 24/7imagine being bearish crypto when we're just starting to beat tradfi at their own gameHyperliquid ...