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
I honestly can say I don't understand their business enough to want to buy it or know why I'd want to. Then again I hold BN but I saw a YouTube video that told me it was complicated, explained to me why it's a good buy, and I didn't understand all of it but I bought in and it's been great. So idk. I also really don't know why Tesla is worth as much as it is. It makes zero sense to me now too.
Does brookfield corporation (BN) or NU holdings (NU) classify?
Amazon also has a 4bn direct investment in Anthropic. Today, Anthropic is looking like a winner, although the answer seems to change every generation. https://www.businessinsider.com/amazon-ai-bet-anthropic-soars-61-billion-valuation-2026-2 Also, not sure on timing vs what's reported in the 60BN, but Anthropic just raised another 30BN: https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation Microsoft has some Anthropic investments, but I thought they were more linked hand in hand with ChatGPT.
BN is such an old reliable…like that uncle who gives you 20 quid every time you see him
Alphabet deal upsized to $20BN from $15BN. Looks like they scrapped the 100Yr piece - $2.5BN 3Y FXD At +27 - $3BN 5Y FXD At +43 - $3BN 7Y FXD At +53 - $4.25BN 10Y FXD At +63 - $1.5BN 20Y FXD At +75 - $4BN 30Y FXD At +83 - $1.5BN 40Y FXD At +95
With services factored in the US still runs a nearly 1 trillion dollar trade deficit [https://data.worldbank.org/indicator/BN.GSR.GNFS.CD?locations=US](https://data.worldbank.org/indicator/BN.GSR.GNFS.CD?locations=US)
In a perfect world, yes. But their margins are extremely thin as is. Their revenue for 2025 was 54.441BN, 2024 53.309B, and 2023 52.881BN. Despite this their gross profits for those three years were: 3.562BN, 3.627BN, and 2.631BN. I touch on beef primarily because it is their largest source of revenue, $5771 vs poultry at 4212 and prepared at 2673.
The bottleneck these tech companies, and sovereign countries, have and will have is energy. China has a lot of their energy needs as they’re a manufacturing economy and have built a massive base. The USA, for example and Europe will need their data centers to build up some of their own energy needs. I’ve invested in Brookfield Corporation to benefit from this. It’s a complex business but they’re projecting to grow their Distributable Earnings by 20-25% CAGR to 2030. And they have the history of investing very well in the past too. There’s a lot going on with BN so I’d encourage reading up on their Investor Day from September 2025.
I sold a chunk of my Nasdaq ETFs to deploy into higher conviction investments, like Meta Uber and BN. I have a chunk of my portfolio in the S&P500 and will leave it there. I have no more cash!
Nothing besides the fact their bitcoin position is not $9BN in loss. Their average cost is 72k.
AMD -16.67% RKLB -14.31% RDDT -10.93% NVDA -3.88% Only BN and MSFT are green for me today. GOOGL down. ATRL down. Rule 7 down. General slaughter. Now a -5% day for me.
Another day of NVDA and AMD getting kinda battered. Meanwhile BN -4.5%, RDDT -6.6%... And RKLB +9.6% and ATRL +7.5%. My portfolio is literally trying to rip itself in half lol. Pretty flat day overall.
BN has got to be oversold right now what the actual fuck.
I find I've stepped back from watching the portfolio. It feels... Weird. Almost like I'm back in that time period of 2022 where I mostly ignored the portfolio, let it do its thing, and then looked back in 2023 for the fun stuff. Anyway. It's been a mixed January to start off 2026, with the most brutal losses being this last week. Yet even then NVDA and GOOGL managed to have a positive week, and 4/6 of the below have had a positive year so far: * AMD -7.74% 5-Day, +10.54% YTD, -8.84% off ATH. (January) * NVDA +2.07% 5-Day, +2.5% YTD, -7.68% off ATH. (November) * GOOGL +3% 5-Day, +8% YTD, looks like it's just about at ATH. * MSFT -7.47% 5-Day, -11.03% YTD, -20.6% off ATH. (November) * RDDT -16.79% 5-Day, -21.58% YTD, -33.41% off ATH. (September) * RKLB -7.75% 5-Day, +14.78% YTD, -16,85% off ATH. (January) Definitely not too surprised to see MSFT take a hit like this, or to see NVDA or AMD cool off a bit. I miss the days where this sub was rabid about buying NVDA and calling it a day. It's clear that the 'easy money' time is over, and it's time to either double down or start re-examining my reasons for owning what I own. I'm starting to get more and more frustrated regarding OpenAI. Personally I prefer Gemini and think they'll end up winning the day, so it bugs me that so many of my holdings engage in such circular financing with what I believe to be the inferior LLM provider. I think Reddit still has growth ahead, but to my understanding their recent decline is because YouTube is now the number one cited platform for answers from AI models. Checking out my holdings in my home country (the the Canadian ones): * BN -3.2% 5-Day, +4.78% YTD, -8.59% off ATH. (January) * ATRL +1.48% 5-Day, +7.68% YTD, -9.83% off ATH. (September) * Rule 7 (still!!) -20.47% 5-Day, -29.17% YTD, -32.68% off ATH. (January.) Supposedly BAM had some great earnings just a couple days ago, so I'd love to see the mothership benefit from all the good news. I suspect they will have done well, but you can never quite tell until the reports are out with BN. They've had a surprisingly flat year, but I'm not complaining - ultimately a stable place to keep my cash. Overall: relatively happy. Everything is cooling off, but I'm still pretty certain money's going to continue pouring into equities.
I can tell you’re an extremely inexperienced investor and not a trader whatsoever. You don’t even know basic vocabulary. I found a few rekt traders I replied to on this account. I had even more on my older account that was 7-8 years old. TSLA bear marries -2x TSLA as it skyrockets ☠️: https://www.reddit.com/r/LETFs/s/KoERk3dZXD TSLA bull marries TSLA stock as it goes down ☠️: https://www.reddit.com/r/TSLA/s/3GIMcoS4sR BTC bull marries BTC as it goes down ☠️: https://www.reddit.com/r/Bitcoin/s/H7lMfJT2jr TQQQ bull misses out as TQQQ skyrockets ☠️: https://www.reddit.com/r/TQQQ/s/4BN8PGirld SPY bull misses out as SPY skyrockets ☠️: https://www.reddit.com/r/investing/s/RLi47c5rUQ
Beyond Mag7? PM, FCX, BN
On your first point, they are not catering to those who earn 300 USD a month. The concept of catering to different Indias is quite common here in India which I appreciate might not be clear from the outside. You don't have to cater to the entire 1.5 BN population. You don't even need to. You just need to cater to the top few %s. For them, European brand value is worth it if they spend an extra few rupees. If this were not the case there should not have been any market for brands like Zara or H&M, we get plenty of clothes for 1/10th the price produced locally. But that is clearly not the case with more and more European brands entering India each year. On the second point, there have been absolutely no changes to the compliance requirements for European firms to set up shop in India. The compliance related benefits are for Indian small scale exporters trying to export their goods to Europe - they are already selling to the Indian market. Service outsourcing I can understand. Production outsourcing I cannot under this agreement - requirements are the same as they were yesterday!
UNH casually evaporated $50BN in market cap
The businesses are set up very well for success. Uber bookings is growing in the +20% range right now in their Eats and Mobility. It accelerated last quarter. Their TAM is increasing, and they are taking market share. Their Uber One membership is growing too, and each member spends a lot more on Uber with subscription than without. And Dara has partnered with 12 different AV partners globally. They're launching AVs in 10 new cities this year. They're an asset light, fcf machine, with management saying overall they intend to spend half their fcf on buybacks. Brookfield Corporation has massive scale. They're owner operators of the real assets of the economy, the backbone of the economy. In Power, bridges, toll roads, etc. They've pivoted 20 years ago to raising capital with investors for their projects and have grown very successfully, in the 18% range for the last 20 years. They've recently added in their Insurance business which is doing very well, as is their Private Credit business. Moreover, they're going to benefit big time with the AI boom, as globally, we are energy constrained. And all the big players, big tech, sovereign countries, are partnering with BN to build more energy. With Nuclear, the USA government gave BN $80B to build nuclear plants. BN is one of the top owners of hydroelectric dams globally. They're building more solar+wind+battery plants which are in high demand for AI workloads. Meta is just a beast in social media. They're undervalued now, growing revenue by +22%, with strong operating leverage, growing DAUs in their family of apps, currently 3.4B users. Massive. MasterCard has had negative sentiment due to fears of stablecoin and trump not understanding how credit card debt works. But they're the rails for payment systems globally. Very strong position. Netflix may/may not be undervalued now. But with WBD they'll be a much heavier business. Long-term compounding machine.
BN - they own the infrastructure and energy assets surrounding our increased energy demand
Dates should be expressed in BN and AN, before and after Nana
TSLA robotics is garbage compared to the competition (many of which are ADRs for US investors or wholly own by private equity). BRK.B is a solid company. If you're into BRK.B check out BN. It's a Canadian company with a similarly diverse portfolio.
Taiwan's total GDP is around 800BN.
TSM had 70% market share in pure play foundry, consistently taking away % from Samsung and other competitors from \~60 - 70% 2024Q2 - 2025Q3. This market share figure doesn't represent the \[likely permanent\] business TSM took away from Samsung with Google choosing TSM for their TPU chips. Adding on top, TSM is the first company be in full production for 2NM chips - while Samsung announced today they are at 50% yield for 2NMs. Throughout history we have seen technology become the dominant choice not because it is 'better' but because it was the first to be widely adopted and used (ex. Famous case of VHS vs Betamax). TSM happens to be both - they have historically produced the best chips and by all accounts will continue to produce the best chips, AND has essentially a monopoloy on higher-end chips (<5NM). My biggest fear for this stock isnt China (the world isn't going to let them stop AI advancement - thus no war) - its whether or not TSM will be slapped with some anti-competitive / monopolstic rules that will limit their potential. Otherwise, I'm not really sure who stands in TSMs way. Modern chip fabs cost $20BN+ to make, and thats only a quarter of the battle - the real challenge is having the expertise to push it to production. holder of TSM stocks and leaps \~200K
Right now for me it's Uber, Meta. I'm eyeing MasterCard. And MSFT is looking interesting now too... If Intuit goes much lower it'll be tempting. And I do want me some Brookfield Corporation BN. Argh. Too many choices!
$META $RDDT Top Picks for 2026 - Piper $META Checks remain strong. We're most focused on 1Q rev guide & see bogey at ~$53BN on the high-end, or +25% y/y growth $RDDT Users Steady (+): Buyers into 4Q25 following solid PSC user data and expect US users to improve q/q. Ad checks remain +ve and point to ad pricing at ~1/2 of SMID peers. Admittedly, expectations are high given a large 3Q25 rev beat. We see a 4Q revenue bogey of ~$695MM relative to $655-$665MM guide and global DAUs of ~120MM. We expect 1Q guidance of $590-$600MM Positive on $AMZN - Recent CIO Survey data was positive and we see potential for AI to drive AWS revenue to +25% y/y growth. Anthropic should be ramping. The ads business should be margin accretive and CTV checks are strong. We see the 4Q AWS bogey at ~22% y/y, op income at ~$24BN
You’re arguing against a strawman. No one serious is claiming a criticality experiment is a finished reactor… that’s not how nuclear development has ever worked. **Criticality experiments are a prerequisite to reactor design, not a substitute for it.** They generate benchmark data that feeds directly into neutronics models, safety margins, and licensing analyses. Every fast reactor program (EBR-II, FFTF, Phenix, BN-series) followed this exact sequence. Calling that “vaporware” misunderstands the nuclear design process. You don’t finalize a plutonium fast-spectrum core before validating the physics… you do exactly what Oklo is doing now, with DOE/NNSA labs, under oversight. On Aurora: the 2022 NRC denial was explicitly about **application completeness**, not a finding that Oklo’s design was unsafe or unworkable. The NRC said Oklo failed to provide sufficient detail *in that submission*, not that the safety case was invalid. That distinction matters, and Oklo has publicly acknowledged it and restructured their licensing approach since then. And yes- NRC licensing takes time. That’s true for **every** new reactor class, including TerraPower, Kairos, and X-energy. The difference is Oklo is now generating the exact experimental data the NRC expects *before* locking a design and submitting again. Saying “Pluto isn’t finalized yet” isn’t a knock… it’s literally the point of doing this work now.
Not bad. Seems like BN should beat the market this year too
Brookfield corporation (BN) owns 51% of westinghouse. That's my exposure to nuclear power.
If only we knew where that 19BN in federal tax dollars went. Puts on SPY. Calls on Israel.
$1.3BN+ in $AAPL Shares Sold at $259.04 — BELOW THE BID into Market Close Thursday AAPL calls are cooked.
Nataxis estimates topping 2mn barrels a day will cost between 60BN to 70BN. Nothing is happening overnight. https://www.lemonde.fr/en/economy/article/2026/01/06/reviving-venezuela-s-oil-industry-comes-at-a-steep-cost_6749143_19.html
Let EB cook. The assets they currently hold and the roadmap they’ve provided to the US Military complex alone justifies their current valuation. Their revenue pipeline prospects are bullish with direct connections to government procurement and contracting figureheads. 7BN Valuation is where it’ll top out
Yep. The Fed just gave 2.7BN for Nuclear refining. Once that is operational we're going to be investments in old mines (through the fed and private, ex. 3 Mile Island)
I didn´t say they are undervalued, but I like the price relative to the fundamentals. Depending on what you believe the companies will produce in cash flows in the future both of them can be both undervalued, fairly valued and overvalued. No one knows for certain how the future looks like. BN. Traded at a 35% discount to NAV, fantastic historical performance (+19% CAGR over last 30 years), diversified, insiders owning a lot of stock and very optimistic guidance for future cash flow growth from operating activities. NVDA. Good forward PE relative to estimated EPS growth for the coming years, market leader, strong MOAT, high ROIC and great management.
That’s hard to say. Are you thinking shares or options? At current price, market cap is $620MM. I could see a buyout this year of $1BN, if not more if their drug is approved which some folks on here feel strongly about. I personally have a “missed the boat” approach, however, this stock seems to have more substance than a meme stock.
Why are BN and NVDA undervalued at these prices? Could you explain please? Thank you very much
I don´t hold any stock forever. I rotate from overvalued stocks to undervalued stocks. Given current valuation, cash flow estimates and EPS growth I like the following for the moment; NU, MELI, AMZN, META, UBER, PYPL, ADBE, BN, PINS, betsson, AMD, NVDA and more
Uber is way too low there lol. I'd add BN there but ah well.
Alright, time for the 1Y retrospective. For the last 1Y, I am: * \+54% in my TFSA * \+128% in my FHSA * \~+95% in the registered non-registered. Overall, excellent year. Played around with margin for the first time in the non-registered account. All that profit then gets to go into the TFSA/FHSA for 2026. Crossed $100,000 CAD this year as well, which I was concerned wouldn't happen due to, let's call it, a 'recent leadership chance in the United States.' I actually did well enough that I crossed the $150,000 CAD mark as well this year. It is safe to say I'm very pleased given my age and time horizon. To recap the trading year: don't panic sell, just hold. In no particular order, this year: * CTS.TO got bought out, making me \~60% profit. * I bought RKLB, BN, RDDT, MRNA, TOI, LMN, and added to CSU. Bought RKLB and MRNA in January, and sold the MRNA immediately. Sold the CSU, TOI, and LMN a few days ago at a loss on all three. I sold my AMZN for a modest (\~20%) profit to buy RDDT on earnings day in August. * My best performing stocks of this year were (that I can mention without breaking Rule 7, but I name on the r/CanadianInvestor subbreddit) were RDDT (+53%), GOOGL (+65%), Rule7 (+131%), and RKLB (+181%). * NVDA crossed 560% all time profit for me as well, and I sold 1/4th of my NVDA shares to buy \~1/3rd of my car back in July. Honestly if I had gotten a better job this year it might've straight up been the best year of my life. Let's hope 2026 is good.
Ok, the basket it is. I’m long AES, BE, VST, UUUU, BN, GEV. Mix of shares and calls. Opening a Samsung position next year
I'm planning to have at least 20% in BN. It's like a mini BRK
$PSH - given how many posts here are Bill Ackman holdings (GOOG, AMZN, UBER, BN, FNMA)
Couple of things: 1. I think you’re under-exposed to non-US markets. The US has been on a multiple expansion run, but something like a VEA or VYMI would do well to complement having more exposure to markets that could do well in the next 20 years - on top of your VT allocation. 2. I think 5-10% of “fun money” would be appropriate - to take calculated bets on companies that you do appropriate research on and think have a 10 year runway to do well (ie SOFI, AMZN, GOOGL, MELI, BN, etc). There are good companies this consistently outperform the S&P500 or are the companies hitting their growth curve that will be reflected in their stock price. But be disciplined and don’t put money in that you’re not prepared to lose. Do your research - there are several good YouTubers that talk about narratives & fundamentals of stocks (Patient Investor, Joseph Carlson, Daniel Pronk) - they might be good ideas to get stock picks from or cross reference ideas.
Yes but maybe not a good idea for OP. BN is definitely not for hedging against a crash due to my reasons above.
Brookfield (BN) is the Canadian Berkshire.
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.