Reddit Posts
Bitcoin Miners Show Significant Gains in Run up to 2024 Halving with $MIGI Up 300% This Year Outperforming The Sector
Adyen stock is down +33% today, what's happening?
Mayor of Lima, Peru vows to sue and go after Brookfield $BN for money laundering, short opportunity maybe?
Can someone please ELI5 Brookfield Asset Split BAM & BN
Meta ordered to suspend Facebook EU data flows as it’s hit with record €1.2BN privacy fine under GDPR
$WONDF $WNDR Recently released news has grabbed my full attention..as it should yours.. Bitbuy.ca looks to soon be a household name..
AI is a fraud and you should avoid investing/betting in it as much as possible. Specifically MSFT.
Brookfield Corp. Q4 earnings top consensus, marks asset management spinoff (NYSE:BN)
Mentions
BN. The canadian one unless you are an american citizen. In the later case you can buy the NYSE BN to avoid exchange costs.
BN is the best. The next BRK, buy and forget
So why not go with BN (Brookfield corp) that also control 50% of westtinghouse and is way more diversified with multiples line of businesses than CCJ could ever be? CCJ looks like a good company but just asking a question.
Holding mostly. Earlier this year I decided CSU, TOI, LMN, and BN would make up a bulk of the 'safe' side of my portfolio's equities So I'd rebalance into them as is appropriate with next years' contributions. Otherwise I'm pretty happy with what proportion of my portfolio is US big tech split between NVDA, AMD, GOOGL, and MSFT and I probably won't be adding to any of those positions at the moment. (They're already quite dominant.) Aside from that I'd just be shifting my US big tech holdings into my Canadian TFSA/FHSAs for tax purposes, then scoping out whatever I'll be buying next year. I may increase my RKLB and RDDT stake when I have some more cash for the 'high risk' side of my portfolio's equities. I also have a large part of my portfolio, including some margin, invested in a pharma company I really believe in. I am hoping it will really take-off sometime next year, though the more I look at the company's time frame before *actually* getting to market the more I think the opportunity cost at present suggests I should sell out, do something more productive with the cash, then buy back in a year or so from now.
I don’t disagree but 10-15 years from now no one will care about any of this stuff. AI isn’t going anywhere, that’s why I’m sticking to most ETFs and conglomerates like BN
They also have pre authorized a program to buy back $500M and reclaim the dilution from the PIPE. This ability is consistent with the Emerging Growth categorization they filed the joint entity under allowing for immediate buy back. The banker here, Cantor Fitz is a seasoned issuer offering potential to raise additional capital at virtually any point. This is consistent with their at the money offering program for up to $450M. In a similar situation back in July, BMNR was able to raise $20+ BN after completing several complex transactions. Borrowing rates in this situation exploded to 750% (compared to ASST recent 1050%), and the stock went from $4 to $135 in a week.
BEP is the ticker that stands to benefit more though. Brookfield owns 60% of the shares. It's riskier but it's up over 50% vs BN's like 18% YTD.
BEP is a partnership so you'd end up with a K-1 every year you owned it, even if for a day. You'd want BEPC (C Corp) instead. I own a small position in Cameco. I have owned Brookfield over the years and probably will again at some point but do feel that the organization has turned into this: https://pbs.twimg.com/media/ECAf-kjXYAARAm7.jpg BAM, BN (and BAMR can be exchanged for BAM), all the spin offs (and C-Corp versions of all of them), etc.
BN is the ticker of the operating company of Brookfield. And despite the blind trust and all that, Brookfield is legitimately world class at this type of stuff and would be a major contender even if Carney wasn’t connected, so of course they will get a bid and he will trust them to execute. FWIW I’m a happy BN shareholder for many years.
https://youtu.be/W5mkVjVFAoE?si=y4BN0R3WSygSJ9jm
Feel so good to have google as 30% of my portfolio. I have BN, AMZN, PYPL, ADBE, AMD, CRM, VOO
Personally I'd split it between LMN and TOI as they're my two smallest positions at the moment and I'd be be able to average down a bit. A boring safety move, really. Either that or BN.
BN. They are getting into nuclear and ai needs power
I might be a regard for holding BYND, but there is way too much ber circle jerking for a stock that did 2BN in one day
Can anyone explain why the earnings miss really matters? All I hear about TSLA is that the valuation is completely out of line with the car business and that all investors are concerned about at this point is robotaxi/optimus/whatever other nonsense. The valuation is so absurd for a car company that those numbers should be practically irrelevant to the stock price right? Why is it moving $50+ BN in market cap on this news?
1 BN trading volume soon lessgettit MEATards 😩
We’ll see, I’ll come back in a bit and give you my findings. 
https://www.reddit.com/r/OPENDOORTECH/s/TP6VpoM4BN
Recent reported annual revenue was extremely low (in the hundreds of thousands) and losses were in the millions. The CEO (Chris Gannon) stepped down, and the board appointed an interim CEO (Stephen J. Jones) while searching for a permanent replacement. An owner (Yaacov Nagar) sold some shares recently. Only rating they've gotten is a sell. **What I'm looking for in the turnaround**: In their Investor Presentation (Dec 2024), the company states: “a robust pipeline totaling nearly **$1.8BN** and growing”, across Municipal, Federal, and Industrial sectors. That's a lot of potential, but you need to see those converting into meaningful contracts (especially in municipal, DOD, industrial sectors) and for them to start scaling revenue. If they convert just 10% of that (a *very* low number to hit) – the stock should pump. It would dwarf their current revenue base and mark a leap from early-stage to scale-up status. Any signs of becoming less dependent on external funding (e.g. better margins, lower cash burn) would build confidence **Another interesting note**: "Jones, the current CEO, accepted a base salary of just $1.00. In return, he received 4,500,000 stock options with an exercise price of $0.37 per share. I'm holding.
Recent reported annual revenue was extremely low (in the hundreds of thousands) and losses were in the millions. The CEO (Chris Gannon) stepped down, and the board appointed an interim CEO (Stephen J. Jones) while searching for a permanent replacement. An owner (Yaacov Nagar) sold some shares recently. Only rating they've gotten is a sell. **What you're looking for in the turnaround**: In their Investor Presentation (Dec 2024), the company states: *“a robust pipeline totaling nearly $1.8BN and growing”*, across Municipal, Federal, and Industrial sectors. That's a lot of potential, but you need to see those converting into meaningful contracts (especially in municipal, DOD, industrial sectors) and starts scaling revenue. If they convert just 10% of that (a very low number to hit) – this stock should pump. It would dwarf their current revenue base and mark a leap from early-stage to scale-up status. Any signs of becoming less dependent on external funding (e.g. better margins, lower cash burn) would build confidence **Another interesting note**: "Jones, the current CEO, accepted a base salary of just $1.00. In return, he received 4,500,000 stock options with an exercise price of $0.37 per share. I'm holding because of that pipeline and how fast things can change if they convert just a tiny percentage of it into contracts. But you do you.
Yes. A big example for me would be something like Brookfield, who has so many public entities at this point it looks like the GE organization chart joke from "30 Rock." I can research Brookfield to a significant degree, but I'm not realistically going to analyze every aspect of the company. If me investing in Brookfield (whether via BN or BAM or BRT or....) required me to analyze every aspect of Brookfield then I'm not investing in Brookfield.
XIC mostly. Some FFH, BN, CNQ, NTR. ( Which XIC holds btw ). I also have XEM and XEF for Europe and emerging market exposure. Emerging has done well for.me too. I reduced my US exposure because of currency risk mostly. I think the USA is printing money pretty fast and tariffs are reducing demand globally for usd.
You should be getting more shares, I also got a notification about the BN split today. Here is what it says on my platform: "Brookfield Corp. (BN) performed a subdivision. Holders received 0.5 additional shares of BN per share held as of October 10, 2025."
I see what u mean, but things are just getting too frothy imo. Like any idiot is making money haha. Companies that have ridiculous valuations like OKLO with a 20B market cap and no revenue are continually going up. Quantum is a sham, data center stocks are going up based on anticipated demand, crypto is as usual. I feel like if we were in a healthy growth market GOOG, AMZN, BN other A+ companies would be much higher rn. Everyone is chasing “easy” money on sketchy tickers. I’d be lying if I’m not doing the same due to the market inflows. I think the reason these bubble talks are even brought up is because people have no clue what they are even buying anymore because it doesn’t matter with everything going up 😂.
Almost 50% of my portfolio is RDDT and the rest is FIG (just started), PL, SOFI, BN, and an Australian accounting firm KPGHF.
You mean the same 28BN CLS that is the top performing on the TSX? Same one that’s done 300% + YTD?
$9MM in shares in a $99BN company… oh me oh my
BN at 67 (CAD), but at least I got a house
Brookfield ticker BN has been a winner for me.
Its only risky if your few stocks are extremely risky like RKLB and ASTS. If you hold a few stocks like BRK.B, BN, GOOGL, MSFT, then it's very different.
Odyssey 3 is ONON Phoenix 1 could be BN but I’m not sure. Phoenix 2 is MELI
Other than it respecting the MA I have no clue lol my knowledge on the sector is minimal at best I could see them also giving a small donation of $70BN to the mafia soon to continue doing what they’re doing Im still waiting for $35 but I think my grandchildren will be born before that time comes 🤣
Wow, $4BN already in prediction market contracts Hood is a force , wen $200?
lol I wish, this popped up after the move SEC and Nasdaq both useless QMMM 150K in cash, $6BN marketcap . $5 to $300
Posted this in another group. This group might have better conversation... I was interested (new to reddit so started here), but not anymore. Friend is a utilities infrastructure analyst on wall street said stay away. Said he ran into a buddy at Fraunces Tavern who had a lot of knowledge and said its lots of baggage full of trash. Below are notes. So for 9 months hard work if prices how they want Rick Perry family gets >$2.8BN, Neugebauer family gets >$3.5BN. Have full discretion over company ops. Lots of risk. \- Going to IPO mkt while still in business plan stage (rd flag!). Significant ($Billions!) of private infra funds pouring into power and data center projects. Shows lack of interest/access to capital (see Macquarie loan at effective 50% interest rate). Smart money staying away. \- Everything is under LOI or MOU. Meaningless. No agreements will be signed until a data center tenant signs a long term binding lease. \- Electric Power: \- Rptd 8% of initial power from the grid. Don’t count on them to get this power. Multiple data center projects in the Amarillo area, sounds like there’s one that has a long awaited queue position that would take all excess power in the SPS region. \- Company lacks op history (and no prev power/data center experience): no revenue, no binding contracts (and unlikely for many months, if any). Non binding LOI is worthless. \- No or little IPO proceeds = no equipment = no binding tenant contracts = Macquarie calls 1.5x their capital = further depletion of cash = business plan failure. \- Leadership team with no experience in power interconnection, power generation or power markets. Opaque connection to core business. Highly speculative. \- CEO is currently involved in litigation related to a recent (last 3 yrs) bankrupt startup and is accused of fraud, negligence. \- Concentration of control (55%) and enrichment $$ of 2 families (for 9 months work?). \- Neugebauer +/- 32% at $20/share valuation of >$3.5BN \- Perry +/- 23% at $20/share valuation of > $2.8BN \- Discretion: \- Leadership has full discretion over funds. See CEO allegations of recent (last 3 yrs) bankrupt startup and is accused of fraud, negligence (last 3 yrs). \- No REIT experience. Risk of compliance and execution. \- Formation: Company filed for IPO 9 months after formation, no contracts or revenue, IPO road show is 4-5 business days then want to raise $500M at a $13BN valuation. \- SEC filing S-11 for IPO 9/5/2025 \- SEC filing S-11 Amendment for $500M raise at $18-22/share – 9/24/25 \- Expected pricing date 9/30/25 and open trading 10/1/25
I got in on 2,225 shares at $0.45. This is a significantly underrated company purely from an upside stock price perspective. They still need to execute. Take a look at their filings around the same time they rebranded to NUAI. They also got a significant increase in their Equity Purchase Facility Agreement (EPFA) from $75M to $1BN and the minimum share price floor was removed. They also have to meet the Market Cap threshold of $50M by Sept 2, this has passed so they have a date with Nasdaq to present their strategy to regain compliance. My belief is that their pivot into AI/HPC would justify that they would be aligned to embrace a Bitcoin treasury strategy. They also need to maintain their $1 share price for 30 days to remain compliant with Nasdaq Minimum Price requirements. This can easily be done with a reverse stock split so my main concern was how do they get to the $50M market cap without diluting shareholders. Right now their market cap has actually doubled since I bought to $24M. They need to get to $2.15 roughly to get to $50M. They could immediately get to $50M by issuing $26M in shares to procure Bitcoin as it would immediately show up on their balance sheet. Dilution to existing shareholders will be minimal. That all assumes that they get no hype from embracing the treasury strategy, which we know is false. They could likely just issue $10M in shares for Bitcoin and the hype would drive the stock to wherever it would need to be. The biggest thing working against them right now is that bitcoin is close to all time highs. So if Bitcoin enters its crypto winter, that's going to be a very poor outcome for them. Regardless. I have this stock popping to as much as $8 if they embrace a significant enough treasury plan.
https://media.tenor.com/UxBgz9K_BN4AAAAM/bloodcartier.gif
OKLO is interesting but literally doesn't have any revenues. And the stock keeps going up as if it does. Turning into a meme stock. There are other ways to play the energy side, BN/BIPC, or CCJ, CEG, or an ETF like NUKZ.
INTC is a real shiddy company that can't hold onto the $15BN pump in the last month.
“Shit, how can we pay for this ORCL deal? We have $12BN in revenue and don’t make a profit.” “Call Jensen and beg”
Hey Deuce. What are your thoughts on nuclear power companies? I'm not talking about pre-revenue companies like OKLO or SMR, but rather companies who have already built nuclear reactors. I'm specifically referring to Westinghouse, which is partially owned by Brookfield (BN) and Cameco (CCJ). I know the former has gotten a lot of reddit love. I don't know if you listen to the All In Podcast but Chamanth's biggest gripe in today's world is that we do not have enough electrons to go around, especially as AI DCs eat up more and more power. Good long term play?
BN owns like half of Westinghouse and is much safer $$$
Are you sure you've factored in it's debt? Enterprise value is 2.4 BN, so if you buy the whole company and assume it's debt, it's like you paid 2.4BN I mean if it was valued at 800MM, I agree it's a steal given its EBITDA is 300MM but since the debt is high, the interest payments eat up all the profits and then some
Su Bae and Jensen are cousins - you'd think he'd have $5 BN to spare for her first. Asian family values take the L
Musk buys $1BN of TSLA stock, market cap rises by $100BN
Musk's $1BN purchase of TSLA stock pushed his net worth higher by $15BN
Brookfield BN and bought an Australian accounting firm, Kelly Partners KPGHF thanks to a post on the daily not too long ago.
The money being pledged on AI stuff are insane I know these companies print money but god damn.. they throw around numbers like 600 BN 300 BN adding 80 BN like it's nothing is there no end or do they just think of random numbers that feels right
ORCL cooking the books? "we expect Oracle Cloud Infrastructure revenue [of ~$10BN] to grow 77% to $18 billion this fiscal year—and then increase to $32 billion [double], $73 billion [double], $114 billion [almost double], and $144 billion over the subsequent four years. Most of the revenue in this 5-year forecast is already booked in our reported RPO. Oracle is off to a brilliant start to FY26."
Brookfield BN.To / Loblaws or George Weston / BRK.B / CNQ for the Div 10+ year holds
All of this info from Oracle combined with pepperidge farm forgetting that NVDA just approved another $60BN in buybacks sets the stage perfectly for one play: NVDA calls
$17BN AI deal with MSFT
Classic over-reaction. My conservative estimates: 50% execution rate, $2BN order backlog (it is already $1.95BN), NPM of 11% (2025 H1 has been 13% !), Shares outstanding 13.64 MN and PE of 28 gives like $226 target. Stock price has rallied to over $240 also in the last one month, but I am still going to hold this till 2026 end at least.
$ZPTA New CEO Hypergrowth Leader, scaled 50x to 1 BN+ Revenues. Name changed to Zapata Quantum Inc. Key highlights: 🔹 $3M bridge financing + $10M debt-to-equity conversion 🔹 50+ patents preserved, securing seven years of R&D 🔹 Renewed focus on hardware-agnostic quantum software 🔹 Plans to rebuild teams, uplist to a national exchange, and grow in cryptography, pharma, materials, and defense Futures looking good! NFA
NVDA down as well AVGO $10BN new chip client is the reason, r UI mores to be OpenAI
the BN part but not the PL part
He and Saudis can buy 1million robots (e.g. $30-40bn cost) just to hit the milestone and the cult and WS can hype this company to $8trillion. The goal should be $1trillion revenue , $250BN Gaap net profit.
Reborn changed name to Zapata Quantum Inc. New CEO hypergrowth 50X to 1BN+
Which of the Brookfield stock's would this impact the most? There's BEP, BEPC, and BN....
Can’t really think of anything off the top of my head that I really want to buy in the market right now. Biggest positions are currently VOO, AMZN, GOOG, META, BN, QXO, DLO (RTAC and YORK also but don’t really count those as they are near NAV so no worries so to speak on those). Got some smaller positions but nothing super high conviction beyond those.
LMGIF or BN can't decide which I like more
Not even the companies getting $5 BN each in government contracts tomorrow could save you
I think LUNR is more of a gamble and I don’t see how they can have consistent revenue long term. Doesn’t mean it can’t happen I just think they might be too ahead of their time. Rklb in my mind has solid revenue that will continue to grow massively. The history of Rklb is going to be told as BN and AN.. before and after neutron. Launching neutron opens up a whole world of new possibilities and widens the revenue stream significantly. The path to profitability becomes clearer and the inclusion in the S&P will follow in time. Operating a constellation or constellations then becomes the next objective and huge profit will follow. With LUNR I just don’t see the path to becoming a big successful space company.
SoftBank to light $2BN on fire. FTFY
I looked into their balance sheet. You don't know if they own any BTC themselves or not. Regardless, you are correct in that it is def not 3BN. Good job sport
Gildan purchase for $5BN from FT
Gildan offer to buy at $5BN. Been bag holding $5 call options for weeks yeehaw
There is a pretty good thesis on Small Street Bets about $PEW- Grab a Gun. By all measures shareholders have been slaughtered in the past 6 months but with the existing Float, the short interest and the share Buy back program announced the risk is fairly compelling. It doesn’t meet the threshold of a 1BN company but they have a really chance to scale up. It’s like the Endy of Mattresses but for Firearms.
i am kind of down on BN, a lot of RE holdings and canadian market is turning sour.
BN and ATRL both report good results. (Haven't read the reports or seen the numbers yet so I'm going off headlines here.) 3:2 stock split for the former as well, which is curious but fine - Brookfield knows what they're doing. Yet BN down 3%. Alrighty. For some reason I doubt we'll run to $100 before October given this reaction but you never know. Aside from that AMD really working hard to recover. Almost the entire rest of the portfolio down, including RDDT which is finally taking a breather. So a mixed day.
Perhaps this is a dumb question, but what is the difference between BN and BEP?
WHAT IS WRONG WITH YOU!!! His performance and impact on the company doesn’t justify a RED CENT over $29BN!!
RDDT *still* rising. BN results out, good but a muted reaction. AMD being disappointing - please don't go back to your journey destroying ways.
Disappointing to see AMD drop 6.5% in the after-hours. Let's hope the RKLB, BN, ATRL, and CSU earnings I'm waiting for this week go a bit better. (And obviously the NVDA news later this month.)
Brother the market is forward looking . When you guide $875M for Q3 while the market has you at $1.2BN you’re going to tank.
CSU, TOI, LMN, and BN, all up a nice 2% now that the Canadian market is open again. Hooray! ATRL looking kind of sluggish this morning, but aside from that I'm feeling pretty good going into an earnings day. Good luck to everyone!