TickerTain — Make Analysis Fun Again

▶ 10:59 · $INTC · Brookfield building Intel fab in Arizona as part of semiconductor reshoring trend

now playing · $INTC

$WESTINGHOUSE-ELECTRICbullish· high· posbruce flatt

Flatt: Nuclear essential for energy transition, Westinghouse AP1000 and SMRs key

Nuclear energy is indispensable for full decarbonization because renewables have intermittency issues; Westinghouse's AP1000 large plants and upcoming 300MW/20MW small modular rea…

$BN···bullish· highbruce flatt

Brookfield's transition fund targets 15% returns on low-risk infrastructure

Brookfield's energy transition fund raised $15B and is raising a larger second fund, targeting 15% returns compounding over 10-15 years by investing in the backbone of the energy…

$BROOKFIELD-GLOBAL-TRANSITION-FUNDbullish· high· posbruce flatt

Flatt: Transition Fund targets 15% returns on low-risk infrastructure backbone of energy transition

The fund invests in the backbone infrastructure of the energy transition (renewables, batteries, grid), targeting 15% compounded returns over 10-15 years with low risk; first fund…

$BROOKFIELD-TRANSITION-FUNDbullish· high· posbruce flatt

Flatt: Transition fund targets 15% returns, low risk, raising second fund >$15B

The fund invests in backbone transition infrastructure (renewables, batteries, grid) targeting 15% compounded returns over 10-15 years with low risk, funded by institutional inves…

$INTC···neutral· mediumbruce flatt

Brookfield building Intel fab in Arizona as part of semiconductor reshoring trend

Deglobalization is driving high-end semiconductor manufacturing back to the US; Brookfield is partnering with Intel to build a fabrication plant in Arizona, reflecting broader sup…

$BAM···bullish· high· posbruce flatt

Flatt: Brookfield's operating heritage, global scale, and GP alignment differentiate it in private markets

Brookfield's 40-year operating history in real assets, 35-country platform, 20% GP co-invest, and permanent capital base allow it to execute long-term value creation (e.g., 10-yea…

$BROOKFIELD-PRIVATE-EQUITY-FUNDbullish· medium· posbruce flatt

Flatt: PE fund uses co-investment model, 70% direct to partners with lower fees

Brookfield's private equity fund generates large co-investment opportunities allowing institutional partners to invest directly alongside the fund with reduced fees, exemplified b…

←