Techquity
Technology Investor, Fundamental Research
Brookfield stands to benefit from sustained demand for clean energy, AI data centers needing power it can build and finance, and companies turning to private credit as banks lend less. Its Oaktree holding provides exposure to that lending demand. Bill Ackman calls Brookfield an AI winner; despite the uncertainty, Brookfield remains highly attractive. x.comÂ
Brookfield should make a lot of money from three long-term trends happening at once: more digital infrastructure, cleaner energy and countries pulling supply chains closer to home. Management sees decades of building projects such as power plants, data centers and transmission lines, with power for AI data centers the biggest and fastest-growing piece. x.comÂ
Brookfield has one of the most underrated AI angles. It committed $100 billion to build a new AI cloud business and already has the permits, power and land in place. It trades at 16x distributable earnings while guiding for 20% annual growth through 2030. Its CEO calls AI the utility of the future, embedded in daily life without people noticing. x.comÂ
Brookfield Corporation's accounts look like pure book cooking. It pays premium prices for acquisitions and then sets its own valuations on the assets once it owns them, so results that seem fine on the surface do not hold up on closer inspection. x.comÂ
The Brookfield ecosystem looks increasingly attractive long term, pairing Brookfield Asset Management's asset-light fee machine with Brookfield Renewable's exposure to the enormous power and infrastructure buildout. Westinghouse adds another potentially powerful growth engine tied to the nuclear renaissance. Brookfield has consistently allocated capital well across cycles, and its scale and access to capital create a formidable moat. x.comÂ
Brookfield may be one of the safest undervalued stocks around, with a realistic path to triple over the next five years if execution stays strong. Its mix of infrastructure, power, asset management and long-duration capital makes it a boring business with huge upside rather than a lottery ticket. x.comÂ
Brookfield can triple and still be a bad investment because its valuation is too high. Even compounding at the 24% annual rate @InvestInAssets cites, it trades at a P/E of 90 against a recent historic range of 7 to 15, and its EPS has swung up and down rather than climbing steadily over 14 years, which does not justify a stable high multiple. x.comÂ
Bloom Energy has a better investor-confidence setup than neoclouds for exposure to AI's compute and energy needs. If compute remains insufficient to power AI growth, Bloom is likely to do better than a neocloud basket. x.comÂ
Bloom Energy is a generational AI-buildout stock to hold as it keeps climbing. @ripster47 reports that Brookfield and Bloom Energy expanded their AI infrastructure partnership fivefold to $25B, to build and finance rapid power for AI infrastructure. x.comÂ
Brookfield Corporation is not enticing near current valuations because of its accounting practices, of which office real estate is only the tip of the iceberg. @NickNemo17 notes Brookfield uses IFRS fair value for investment properties, so depreciation mostly disappears and investors must trust management's marks; before BPY was taken private it showed $321M of depreciation against about $100B of real estate. x.comÂ
Contracted AI compute demand makes four AI infrastructure stocks worth buying at 52-week lows. Applied Digital has a $36B backlog and expects 600+ MW online within 12 months; Cipher Mining has $8.5B+ in AI leases with payments ramping; CleanSpark has a 20-year $6.6B lease and 1.8+ GW power portfolio; CoreWeave has a $104B backlog and raised its year-end ARR target to $18.5-19.5B. x.com x.comÂ
