BN
Brookfield Corporation
stock NYSE

This was the first mention of Llama, so I wanted to counterpoint that Meta is beginning to charge certain high volume users of Llama. Furthermore, Meta is monetizing the AI to optimize ad placement. It arguably isn’t as tangible to quantify as Nvidia’s delivery backlog or Microsoft’s Azure backlog of $500 BN. But it’s worth mentioning that they’re not just trying to mine gold but also provisioning pick axes and pans. https://search10k.com/nvidia-vs-meta-the-same-ai-boom-from-opposite-ends-of-the-supply-chain/

AMZN and BN

This was the first mention of Llama, so I wanted to counterpoint that Meta is beginning to charge certain high volume users of Llama. Furthermore, Meta is monetizing the AI to optimize ad placement. It arguably isn’t as tangible to quantify as Nvidia’s delivery backlog or Microsoft’s Azure backlog of $500 BN. But it’s worth mentioning that they’re not just trying to mine gold but also provisioning pick axes and pans. https://search10k.com/nvidia-vs-meta-the-same-ai-boom-from-opposite-ends-of-the-supply-chain/

AMZN and BN

BRK.B, LLY, MCK, LMT, AMZN, GOOGL, MSFT, BLK, MKL, BN, TPL, NVO,

Everytime i buy it i regret it. It feels like they r doing the right things. But the chart says otherwise. They don't go up much when the market is pumping. But if the market has a 10-30% drop. BN most likely gonna drop more..