- Entry
- $771.35
- Now
- $777.31 +0.8%
- Target
- —
- Score
- —
Came across an institutional audit showing hyperscalers booked \~$150B in non-operating paper gains last quarter, masking baseline deceleration. Put together a 2-minute visual breakdown of the depreciation lag and $420B debt wave here: \[[The $150B Accounting Illusion: How Big Tech Hides the AI CapEx Trap](https://www.youtube.com/watch?v=mg7PprCZmR8&t=20s)\] Looking for counterarguments from anyone actively tracking 10-Q footnote disclosures.
— ORIGINAL POST ·
Goldman’s stress test: consensus 2027 S&P EPS drops 22% if AI CapEx is expensed. How are buy-side desks pricing this in?
· r/ValueInvesting
· Sep 26, 2026