tax code

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 22, 2026 by Michel Del Buono · across every show →

Everything said about tax code, oldest first

May 22, 2026 positive
Assertion Partly supported
Taxable investors can immediately depreciate 100% of data center capital expenditures
“The beauty of the recent tax changes is that for a taxable investor you have accelerated depreciation on data centers, so you can depreciate a hundred percent of your capex immediately and get a huge tax benefit. So there's some tailwinds to the sector because…”
Michel Del Buono May 22, 2026 ▶ 39:18 CIO of Marc & Ben's Multi-Family Office: SpaceX IPO, Anthropic & OpenAI · Sourcery with Molly O'Shea
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