$BAM $BN First close $4B+ for 4th Global Infrastructure Debt Fund. Targets infra assets and businesses backed by regulated, contracted, or concession-based cash flows. Supports multi‑year mgmt fee growth and cross‑sell across Brookfield platforms. bam.brookfield.com/press-releases…

$DHR and $NVO rallying with the chips must mean something right?

Find the picks and shovels in the gold rush and then bet heavily. Simple as that... $NVDA $TSM $MU $ASML

Micron $MU is now expecting total server units to grow ~10% in 2025, up from a prior expectation for mid-single digit growth, driven by “very robust” AI server growth and strengthening traditional server demand from AI agent growth. $NVDA $AMD $AVGO

$NVO plans to launch its new obesity pill direct-to-consumer through platforms like Ro and WeightWatchers once FDA-approved, potentially early 2026. A multi-month subscription model is being considered. reuters.com/business/healt…

Guess who’s back!!!

After today, I’m beginning to think $NVDA may just end up owning the Nasdaq. Not sure the market has priced that in

#OpenAI is more than just the Windows of AI. Altman said AI would figure out how to monetize. No surprise this is what it came up with: -API\Interface of AI like $MSFT Windows was to PC in 80s\90s -Search -- $GOOG -App Store -- $AAPL (devices coming) -Social Network -- $META

$MU Micron picking back where it left off! DRAM/NAND price increases coming (HBM scarcity). Tight supply + AI demand supporting elevated bit pricing. Going to be a good year end!

$SPGI re-tooling for AI as the primary consumer of it's datasets: economictimes.indiatimes.com/tech/technolog…

$TSM Continuing to crush it: -Q3 rev ~$32.5B, +30% y/y, beating forecasts -Monthly Sept rev +31% y/y. -AI nodes (N5/N3) continue to offset softer legacy reuters.com/world/asia-pac…

$ASML earnings tomorrow before market open. $TSM on Thurs. afternoon.

$TSM Earnings • Record Q3 net profit: ~$14.8B (+39% YoY) • Rev: NT$989.9 B (+30% YoY) • FY '25 guide raised to mid 30% growth • >15 new fabs and packaging sites in pipeline "The tokens and the # of tokens increased exponentially; much, much higher than forecasted" -C.C. Wei

$GOOGL: almost like they knew what they were doing...

$DHR rallying after earnings for a change

The day that OpenAI announces ads, $GOOGL loses half it's market cap. Calling it now...

$TSMC a "fat pitch" in Oct. 2025?!?! These are the type of comments that make me think anybody could do this job...

Agreed 100%. Never thought I’d see a player who I thought could ever touch Jordan as the GOAT. Wemby is like creating a player in a video game and maxing out every available metric. He is the ultimate cheat code

Just my quarterly reminder...

What a game 🤯