$BN 0.44 Noisy

Notable posts

• @StockSavvyShay neutral 247 eng

  $BE and $BN expanded their AI infrastructure power partnership from $5B to $25B (a 5X increase since October 2025). The deal helps finance Bloom’s onsite fuel-cell power projects as AI data centers increasingly need fast, reliable power outside the traditional grid timeline. https://t.co/w8KSkSVCSN

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• @Ashton_1nvests bullish 136 eng

  I just went through the $BN 2026 Investor Day presentation. There was a lot in it, but these were the biggest takeaways for me: - Brookfield sees Plan Value reaching $140/share by 2031, up from $67 today. - Distributable earnings before realizations are expected to grow from $5.3B in 2026 to $11.6B by 2031. That is a 17% CAGR. - Wealth Solutions might be the biggest story here. Insurance assets have gone from basically nothing in 2020 to around $200B today. Brookfield is targeting nearly $400B by 2031 and close to $5B in annual distributable earnings. Management estimates Wealth Solutions alone could be worth $29–$37 per $BN share by 2031. - Carried interest is becoming a much bigger earnings driver. Carry-eligible capital is expected to grow from around $273B today to $600B by 2031. Brookfield also expects roughly $25B of net carried interest realizations over the next decade. - The cash generation here could get massive. Brookfield expects roughly $54B of free cash flow over the next five years. After dividends and reinvestment into the business, management estimates around $26B of excess cash could still be available for new investments, strategic deals or shareholder returns. - AI and power infrastructure are becoming a much bigger part of the thesis. Brookfield highlighted a $4T+ AI compute infrastructure opportunity and a $6T global energy grid opportunity. They are already deploying billions across nuclear, AI data centers and power infrastructure. - Real estate also looks a lot healthier than the headlines make it seem. Brookfield’s Super Core portfolio is around 95% occupied. Its office portfolio is roughly 94% leased. Management is targeting around 4% annual same-store NOI growth through 2031. - The new Brookfield structure could be a huge advantage over time. Combining permanent capital with insurance float gives Brookfield roughly $345B of flexible capital today. Management believes that could eventually grow to more than $1T as the platform scales. And one underrated slide: Brookfield invested $325M in SpaceX. That stake is now worth roughly $1.5B. 4.7x multiple. 55% IRR. More than $1B of value created. My biggest takeaway: $BN is becoming a much bigger and more powerful business than I think most people realize. Asset management keeps scaling, Wealth Solutions is becoming a monster, carried interest is starting to matter more, and real estate is improving. On top of that, Brookfield could have tens of billions of dollars to deploy into AI, energy and other massive opportunities over the next decade. These are long-term management targets, not guarantees, but this presentation definitely strengthened my conviction in $BN.

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• @wallstengine neutral 106 eng

  Today's Key Events (All EST) — 08/13/2026 08:15: Fed's Hammack 08:30: US PPI Inflation data 08:30: US Initial Jobless Claims 08:40: Fed's Barkin 13:00: US 30-Year Bond Auction Before Open 👇 05:45: $JD 06:00: $YETI 06:45: Tapestry $TPR 06:50: Vertical Aerospace $EVTL 06:55: Bullish $BLSH 06:55: Paysafe $PSFE 07:00: Fermi $FRMI 07:00: GDS Holdings $GDS 07:00: SOLV Energy $MWH 07:00: Stratasys $SSYS 07:00: Cellebrite $CLBT 07:30: Intuitive Machines $LUNR 07:30: Ascendis Pharma $ASND 07:30: Madison Square Garden Sports $MSGS B.O.: Ondas $ONDS B.O.: Figure Technology Solutions $FIGR B.O.: Birkenstock $BIRK B.O.: X-Energy $XE B.O.: Bit Digital $BTBT B.O.: Brookfield $BN After Hours 👇 16:00: Applied Materials $AMAT 16:00: TMC the metals company $TMC 16:00: Heartflow $HTFL 16:05: DLocal $DLO 16:05: Capricor Therapeutics $CAPR 16:05: Quantum-Si $QSI 16:05: Blaize Holdings $BZAI 16:10: AudioEye $AEYE 16:10: Xos $XOS 16:15: Globant $GLOB 16:15: KULR Technology $KULR 16:15: Faraday Future $FFAI 16:15: Nektar Therapeutics $NKTR 16:15: York Space Systems $YSS 16:30: Gemini Space Station $GEMI 17:55: Nu Holdings $NU 18:00: Agora $API After Close: StoneCo $STNE After Close: DeFi Technologies $DEFT After Close: HawkEye 360 $HAWK

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• @Ashton_1nvests bullish 92 eng

  I get asked all the time why my portfolio is so concentrated and “risky.” I’m 22 years old. I have a long time horizon, and I’m willing to take more risk on growth companies I believe are changing their industries. $SOFI is changing financial services. $OSCR is trying to modernize health insurance. $ZETA is building an AI-powered marketing platform. $NOW is becoming a central operating system for enterprise workflows and AI. Then I have more speculative positions like $SNAP and $FUBO, where the upside could be significant if execution improves. A large portion of my portfolio is still sitting in $AMD, one of my highest-conviction long-term holdings. But the portfolio is not only speculation. $AMZN, $BN, $UBER, $NFLX, and $NOW give me exposure to proven businesses with strong competitive positions and long-term compounding potential. It may look risky from the outside, but every position has a role. I’m not trying to build the safest portfolio possible. I’m trying to build the portfolio that makes the most sense for my age, risk tolerance, and long-term goals.

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• @Ashton_1nvests bullish 71 eng

  $BN continues to quietly put capital to work. Brookfield has reached an agreement to acquire Australia’s Reliance Worldwide for roughly $2.9B through its private equity business. This is what I like about Brookfield. They have the scale, capital, and patience to keep finding opportunities across different parts of the market. Not flashy. Just consistent capital deployment from one of the best operators in the business.

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• @Ashton_1nvests bullish 71 eng

  My favorite stocks across the market right now: Semiconductors: $AMD Enterprise Software: $NOW Digital Advertising: $APP Fintech: $SOFI E-Commerce: $AMZN Mobility: $UBER Streaming: $NFLX Social Media: $SNAP Healthcare Insurance: $OSCR Alternative Assets: $BN Data & Marketing: $ZETA Utilities / AI Power: $VST Digital Infrastructure: $EQIX Consumer Internet: $DUOL Cybersecurity: $CRWD Cloud Software: $CRM Creative Software: $ADBE Social Platforms: $META Consumer Growth: $CELH Entertainment: $FUBO Payments: $V Traditional Finance: $JPM Energy: $XOM Materials: $FCX Retail: $WMT Some of these I own, some I watch, and some I would only buy at the right valuation. But if I had to pick one company from each corner of the market, this is pretty close to my list. What would you change?

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• @Ashton_1nvests bullish 59 eng

  Everyone talks about AI spending. I’m more interested in where every dollar actually ends up. $AMD gets paid for compute. $AMZN gets paid for cloud infrastructure. $NOW gets paid for enterprise AI deployment. $VST gets paid for the electricity. $BN gets paid for helping finance and build the infrastructure behind it all. That’s why I think the AI trade is much broader than just semiconductors. The biggest winners over the next decade could come from every layer of the buildout.

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• @Ashton_1nvests neutral 58 eng

  How far every stock I own is from its 52-week high right now: Advanced Micro Devices $AMD: 20% below SoFi Technologies $SOFI: 45% below Oscar Health $OSCR: 9% below ServiceNow $NOW: 26% below Zeta Global $ZETA: 0.3% below Amazon $AMZN: 10% below Snap $SNAP: 40% below Uber $UBER: 26% below Brookfield $BN: 17% below Netflix $NFLX: 36% below FuboTV $FUBO: 81% below

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