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
Nah, BN probably has the best ceo in Canada, it's been a great hold long before Carney's involvement.
BN underperforming the tsx but i do like it only b/c of carney
OpenAI to raise $100BN from Abu Dhabi, ouch my anoos tomorrow.
OpenAI is raising $100BN at a $830BN valuation
OpenAI working on raising $100BN at $830BN valuation
WSJ: OpenAI looking to raise up to $100BN at $830BN valuation
OPENAI planning new capital raise at $750BN valuation
Doesn’t matter for Amazon. $10BN is not to $2.38T in Market so they just need 50bps increase in Stock value to “match” the investment. All these companies are using OpenAI as a proxy to pump their stock. They know if Open fails the house of cards falls, atleast until a more stable competitor enters.
Did you know Uber sold its self driving division although it retains a 25% stake. The new company Aurora is really pivoting into self driving trucks, which is sensible as there are already a lot of established players in the robotaxi space. They are valued at 8BN, so now we know what the value of the tesla robotaxis thesis is and it's not 7 trillion.
https://preview.redd.it/xlng4w2fam7g1.png?width=543&format=png&auto=webp&s=d0a5078ba406808a0a1847efd15da5d064e21415 Bibi taking that 34BN he got from the last POTUS and the current POTUS, and putting a steady bid on the TSLA to buy Elon's favor in X(ai)/Grok. [sawse](https://youtube.com/shorts/ZZ8i9qr1WrI?si=Jiw82eJyymbcYVBJ)
Sold out Americans AND Grifted $3 BN ….. Donnie Dookie did that!
Bibi taking that $34Bn that Biden gave him and how many BN DJT gave him and full porting US Tax dollars into $TSLA.
Space X’s 2024 revenue was about $13-14BN, Musk said it’s 2025 revenue will be about $15.5BN. That is 10-20% growth. If IPO at $1.5BN, that would be about 100X price to sales on 2025. For 100X P/S, I think we really need to see HUGE growth - like strong triple-digit - and a clear path to HUGE profits.
$AMZN COWEN 🔥🔥 We expect AWS to Benefit From Continued Top Line Acceleration, Helped by Broader AI Trend: We project AWS will reach $128.1BN in rev in '25, up 19.1% y/y, and accelerating to +22.9% in '26 and +23.9% in '27. We estimate AWS will reach $348.5BN in '30 (a 22% CAGR '25-'30). Meanwhile, we forecast AWS Op Income will rise to $45.9BN in '25 and $117.8BN in '30, a 21% CAGR over the 5-year period.
There is some suggestive language in the original S4 regarding the pipe shares reversing 30:1, but the “Emerging Growth” filer category allows them to buy back equity immediately after vote closes. Pipe shares are locked up for 30 days post vote. If they’re following the BMNR pipeline they also are pre authorized to raise 500M under the emerging growth status. BMNR did their Pipe raised 2BN ATM and then another 20BN ATM directly after. So take that with a grain of salt, but they have several levers to pull ~ further, it seems the market is still trading ASST as a social media company.
There is some suggestive language in the original S4 regarding the pipe shares reversing 30:1, but the “Emerging Growth” filer category allows them to buy back equity immediately after vote closes. Pipe shares are locked up for 30 days post vote. If they’re following the BMNR pipeline they also are pre authorized to raise 500M under the emerging growth status. BMNR did their Pipe raised 2BN ATM and then another 20BN ATM directly after. So take that with a grain of salt, but it seems they have several levers to pull ~ and the market is still trading ASST as a social media company.
Market cap at $2.7BN seems undervalued considering what others would pay for it
Going heavy on BN and LMB right now.
Google’s wants to take 10% of NVDA’s revenue, which is $13BN. Market cap of Google: 3.84t
Built a decent 3% position in MELI and BN. I have some regrets about how active I was this year, probably would be up way more had I logged in only once a month. But all in all, I feel very good about my portfolio for the short and long term. If I had more money I would truly just spread it across my holdings.
The best thing about BN is that you don't need to worry about evaluating their finances ... there is no chance that you'll be able to.
Happy to be buying CSU, META, MELI at these prices Happy to have brought TDG, BN and AWK My mega cap tech concentration is greatly reduced. I have also built smaller positions in the following CLMB, HWKN, FEIM, PANW. Was considering V/MA but that idea on the shelf rn due to too many positions.
$NVDA $BN Nvidia Joins Forces with Brookfield to Launch a Groundbreaking $100 Billion AI Infrastructure Program
NVDA cash $60BN, only $320BN to catch up to Berkshire😂😂😂
MSFT is back feeding the new tech, and in turn gets the kickback talent/code for Copilot/Claude on their platform. Gemini and Claude play nice together though and Google is big on Anthropic. In a way this is a coupe for Msft but they are paying... MSFT is paying 30BN to anthropic to buy services from azure (commitment). NVDIA and Google have 15BN combined investment in the company. MSFT will then buy chips from NVIDIA to build Anthropics AI investment. It's a circle jerk.
Tom Lee indicates BMNR has 11.11BN worth of eth. BMNR goes down 11.1 percent that day alone. Coincidence? Impossible.
Anybody invested in Brookfield ($BN) I am really enamored by their Real Asset positions as well as them seemingly involved in secular growth (electricity, physical AI) How to value this company and any insights you might have is appreciated!
RKLB and RDDT down hard again today, as is BN in spite of an earnings beat. NVDA and looks like other chip names also down.
BN earning are tomorrow before open any thoughts?💭
10BN market cap and 1M in revenue. Seems like a no-brainer but maybe not, since you're betting against no-brainers.
That's actually interesting...the thought of investing in these PE companies never crossed my mind for some reason. Brookfield, Macquarie etc, they all tend to invest in these alternatives assets if I am not wrong. Some more than the others maybe. Any particular reason why you prefer BN over others ?
Brookfield Corporation (BN) may be what you’re looking for. They are an alternative asset manager and have been doing it for decades. They are involved in “real assets”, as they call it, which is infrastructure. So, things like building out power for data centers. I’d suggest researching them. They’re certainly a complex corporation with different public entities spun off from them that BN has ownership of.
Is BN or ET too boring for you guys 🥀
Good results from both CSU and BN today. Never a bad time to buy.
This is my thought as well. BN should do very well over the next year or so.
Didnt they just drop a 50BN stimmy to banks? Did those banks just use the money to short the market XD hahaha
BN is so diversified it will likely be a melt up rather then some kind of jump
Curious how that'll affect my BN shares in the long term.
Or you can do both ? BN to smooth out the volatility, CCJ to capture most of the upside tailwind from orangina grand atom plan...
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”