1. Brookfield Infrastructure Partners is a diversified infrastructure investor with strong FFO growth, focusing on Transportation, Utilities, Midstream, and Data sectors. 2. BIP is prioritizing the Data segment, allocating 72% of its capital backlog to data centers, which are poised for significant growth. 3. BIP has a low FFO payout ratio, aiming for 10% annual growth and offering a 5% dividend yield, with potential for future hikes.

1. Taiwan Semiconductor Manufacturing Company Limited reported excellent quarterly earnings, continuing its trend of outperforming Wall Street estimates. 2. TSM benefits from strong demand in the semiconductor space, driven by the Artificial Intelligence trend and key customers like NVIDIA and Apple. 3. The company's financial health is robust, with significant revenue growth, expanding margins, and a substantial net cash position of over $40 billion.

1. Advanced Micro Devices' stock price has dropped significantly; 2. The upcoming MI325X AI accelerators and data center growth present a strong buying opportunity; 3. AMD's new AI accelerators in 2025 could boost sales, profit growth, and gross margins.

1. ON Semiconductor is currently undervalued and expected to face a slow recovery in 2025; 2. The company's strategic position in its end-markets positions it as a potential industry leader in Silicon Carbide chip-making; 3. ON's strong financials and cost optimization strategies are expected to improve business profitability.

1. Realty Income offers a compelling 6% yield, backed by 30 years of dividend growth; 2. The retail real estate sector remains resilient with low vacancy rates; 3. Despite rising bond yields, Realty Income's valuation is attractive and offers significant upside potential.

1. Low valuation combined with strong catalysts can lead to big profits; 2. Some real estate companies have become very cheap recently; 3. The author presents three of his largest holdings for 2025.

1. Warren Buffett's Berkshire Hathaway increased its stake in Occidental Petroleum to over 28% in December; 2. The company is focused on deleveraging its balance sheet and maintaining high free cash flow profitability; 3. Occidental Petroleum's valuation is attractive with a forward P/E ratio of 12.5X, offering up to 20% upside potential based on FY 2026 earnings estimates.

1. Rigetti Computing and other quantum stocks plummeted after NVDA CEO Jensen Huang suggested that good things were far in the future. 2. Investors need to consider the context of Huang's remarks and remember that these investments are more like angel/venture capital situations than conventional companies. 3. Rigetti is the leading company in the superconducting protocol within quantum computing, which is fast but presents more error challenges. Choosing Rigetti's protocol involves accepting higher risk for greater growth potential. 4. For those who understand quantum computing investing, the author rates Rigetti 'Buy'.

1. Digital Turbine, Inc. is undergoing a significant reorganization, exiting legacy platforms to focus on more profitable business lines, promising future free cash flow growth. 2. The company's tools, such as SingleTap and Application Media, enhance app installs and monetization, making it attractive to OEMs and investors. 3. Despite recent revenue declines due to strategic exits, APPS shows strong free cash flow growth and trades at attractive valuation multiples, making it a buy.

1. Warren Buffett has been purchasing Occidental Petroleum shares for years; 2. The stock has a significant discount to Buffett's average cost; 3. Occidental Petroleum has high profitability and commendable growth rates.

➀ In 2024, AI accounted for 37% of venture funding and 17% of deals, according to a CB Insights report. AI infrastructure players led the top 5 venture deals, with 4 closing in Q4'24. 74% of AI deals were early-stage in 2024.➁ Global deal activity fell 19% YoY to its lowest level since 2016, with the sharpest drop in China (-33% YoY), Canada (-27%), and Germany (-23%).➂ Despite market uncertainty, early-stage valuations reached a record-high median of $25M in 2024. However, later-stage startups may face challenges raising further rounds if they haven't proven their growth potential.

1. Realty Income offers a 6% yield and long-term growth potential at a 33% undervalued price; 2. The company's low-cost capital allows for nearly unlimited growth; 3. Realty Income has demonstrated strong cash flow and occupancy through economic downturns, positioning it as a stable dividend aristocrat; 4. The company's entry into data centers positions it for growth in the AI infrastructure market.

➀ China's Big Fund III has begun spending its $47 billion allocation; ➁ The fund aims to support chip production equipment developers and makers; ➂ The investment is part of China's effort to become self-sufficient in semiconductor production.

1. President-elect Trump's policies are expected to favor the American midstream industry by reducing regulations and increasing domestic output; 2. Energy Transfer LP stands to benefit significantly from these policy changes, making it a high-yielding, undervalued investment with strong growth potential; 3. ET has outperformed the S&P 500 significantly, reinforcing its 'Strong Buy' rating and promising both income and growth opportunities.

1. AI is both overhyped and a significant invention of the last decade; 2. The short-term impact of AI is overestimated; 3. Fundamental questions about AGI remain unanswered, making true AGI unlikely soon; 4. Microsoft is uniquely positioned to navigate the AI revolution and market backlash.

1. Broadcom's stock surged 107% in 2024, benefiting from the AI revolution; 2. The company's earnings report and analyst call surprised investors; 3. Nexus Research upgrades Broadcom stock to 'buy'.

1. Quantum computing is facing a battle akin to the 1970-80s video cassette format wars; 2. IonQ addresses the challenges of quantum computing by trapping and energizing ions, which it calls nature's qubits; 3. IonQ is well on its way to becoming a financial giant in the quantum computing field.

1. I have been purchasing Brookfield Infrastructure's 5.0% Subordinated Notes due to their significant discount, trading at 68 cents on the dollar. 2. The notes offer an asymmetrical investment profile supported by BIP's investment-grade balance sheet, diversified assets, and strong funds from operation generation. 3. The recent price collapse presents a unique buying opportunity driven by market volatility and end-of-year tax loss selling.

1. Public Storage remains a 'hold' due to high valuation despite being a strong operator in the self-storage industry with a significant market share; 2. Revenue growth driven by acquisitions, but profits and cash flows have declined due to lower rental revenue per square foot and occupancy rates; 3. Public Storage has less net leverage compared to peers, providing operational flexibility and potential for strategic acquisitions amid slower industry supply growth.