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Replies4

United Rentals Acquiring H&E Equipment Services in ALL CASH Deal
Latest by JRo
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"Generational" Growth Opportunity for Infrastructure According to Goldman Sachs
Started by JRo
Replies0

“$2 trillion in hyperscaler cloud capex could be deployed in the next five years”
Started by JRo
Replies1

Excellent letter from Samantha McLemore (Bill Miller’s #2 for 20 years)
Latest by Cale
Replies0

FT Article on Microreactors (Small Modular Reactors)
Started by JRo
Replies4

We Are Completely Re-Architecting The Infrastructure of the U.S. and Ultimately the World
Latest by JRo
Replies2

Such an Exciting Time to be an Infrastructure and Industrial Tech Investor
Latest by JRo
Replies6

Some thoughts on Valuation
Latest by JRo
Replies3

Microsoft Announces it Will Spend $80 Billion in Ai Data Center CapEx in 2025
Latest by Cale
Replies2

Incredible Interview with Chris Davis in Barron’s
Latest by JRo
Replies1

KKR Thinks We're Entering Early Cycle Which Would be Positive for Leading Industrial/Infrastructure
Latest by JRo
Replies0

FedEx Spinning off its LTL Freight Division (direct competitor to Old Dominion)
Started by JRo
Replies0

Todd Ahlsten (CIO at Parnassus and Member Barron’s Roundtable) Outlook for 2025
Started by JRo
Replies0

Alphabet forms Partnership to Advance Humanoid Robots
Started by JRo
Replies0

This is One of the Things I'm Looking For (Bear Markets for High Quality, Crucial Industries)
Started by JRo
Replies0

Bridgewater on stronger Industrial and Interventionist Policies and Connecting the Dots to Buffett
Started by JRo
Replies0

Good Article on the Supply and Demand for Ai Infrastructure
Started by JRo
Replies5

Liz Ann Sonders and Kevin Gordon's (from Charles Schwab) 2025 Market Outlook
Latest by John
Replies0

Good Article for Tesla Bulls (like Me LOL)
Started by JRo
Replies0

Utilities Industry Overview from Goldman Sachs
Started by JRo

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