VERY STRONG RESULTS FROM REALTY INCOME
Realty Income is delivering growth in both revenue and AFFO
In line with its strategy, the company continues to invest in expansion across Europe and in new sectors such as data centers
Occupancy remains at outstanding levels, close to 99%
And all of this is happening while interest rates have remained elevated for the past several years
Its dividend yield remains attractive at over 5%
What do you think of Realty Income as an investment?
BERKSHIRE HATHAWAY: VERY STRONG RESULTS
Berkshire Hathaway has just reported a strong quarter, with its operating businesses delivering solid earnings growth
In addition, unrealized gains from the company's investment portfolio increased significantly
The company also deployed part of its cash reserves to repurchase $4.5 billion worth of its own shares
The stock price has climbed above the level it was trading at when Buffett announced he would step down as CEO
What do you think of Berkshire Hathaway as an investment?
ARE WE SEEING THE CEILING FOR NVIDIA?
Many investors believe NVIDIA has reached its peak because its market capitalization has surged to $5.4 trillion
Two things to conside
A. Every major technology giant continues to invest hundreds of billions of dollars in AI infrastructure. We are seeing exponential growth in the amount of computing power required through 2028
B. As massive as the AI software market may become, the next phase of growth lies in the physical world through Physical AI and robotics
NVIDIA's chips will be powering the brains of countless robots
And you're still bearish?
SPCX TSLA
Terafab is one of the largest projects humanity has ever undertaken
For comparison, its size is roughly equivalent to 50 Pentagon buildings
In other words, it will be like a small city
And as you can imagine, a chip manufacturing facility of this scale will require A LOT of equipment
