Wise Old Oak

Investor. Progress is the most important thing.

[Zephyr @zephyr_z9]

That's not enough

[rubicon59 @rubicon59]

Fire also broke out at #Kioxia in Japan. I mean with the stock price, and they can't bring it under control.

[Trade Whisperer @TradexWhisperer]

$MU UBS and Susquehanna literally TRIPLED their PTs to $1625 and $1750.

UBS: $535 to $1,625
Susquehanna: $600 to $1,750
D.A. Davidson: $1000 to $1500

Six raises in less than 4 days.
The commodity narrative is dead.

[Jukan @COMPUTEX @jukan05]

This is a really remarkable report from UBS.

I was genuinely stunned by a lot of it.

In particular, the point that Kioxia's NAND wafer cost is $2,000 — only half of Samsung's — and that Kioxia's lateral (horizontal) scaling architecture is what gives the company its industry-leading cost advantage was something I really had no idea about.

There's so much else in there too — HBF, the outlook for the NAND flash market itself, and more.

[Wise Old Oak @ValueFanatic26]

@GavMcCracken How many holdings do you usually have at any one time?

[Wise Old Oak @ValueFanatic26]

@blondesnmoney Hit my TP at 650 🫠

[Wise Old Oak @ValueFanatic26]

@JimChuong

[Wise Old Oak @ValueFanatic26]

@sidecarcap

[Wise Old Oak @ValueFanatic26]

@optimusbutler @blondesnmoney any substack recommendations?

[Wise Old Oak @ValueFanatic26]

@CDInewsletter Love the ragebait

[Wise Old Oak @ValueFanatic26]

@blondesnmoney 🐐

[Wise Old Oak @ValueFanatic26]

@sidecarcap Bruce Flatt $BN

[Garp&Chill @GarpandChill]

https://t.co/aU69k8lcLI

[Wise Old Oak @ValueFanatic26]

@PronkDaniel 3700 shares but I feel like I still don’t own enough! So much tailwinds ahead especially in the AI space!

[Daniel Pronk @PronkDaniel]

Every time I re-read about $BN, I want to own more.

It's projecting:

- $53B of total cash generated over the next 5 years
- $13B of annual cash flow by 2030

And it's trading for a $115B market cap today.

[David Perlmutter @Muzzlebuster]

1/5
The Brookfield ecosystem is anything but simple. At its core, it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Let’s break down the way money flows within the system, particularly between Brookfield Asset Management Ltd $BAM, Brookfield Wealth Solutions Ltd $BNT, and Brookfield Corporation $BN. 🧵👇

[Wise Old Oak @ValueFanatic26]

@Muzzlebuster Thank you for this this thread. I own about 3700 shares of $BN and I hope to continue owning them for the forseeable future!

[Wise Old Oak @ValueFanatic26]

@zeroxpectation I have so much respect for the way $COST does things for the community.

[Wise Old Oak @ValueFanatic26]

$BN

[Brookfield @Brookfield]

#ICYMI we released our 2026 Investment Outlook. It lays out the structural shifts reshaping the global economy—and why they’re setting the stage for one of the most pivotal investment environments in years.

We share what this means for long-term investors and where we see compelling opportunities emerging across sectors.

Read the full outlook: https://t.co/9yBB6oFj3T