Rob Bacher @Intersection of People & Risk

The best #transaction integrators consistently follow 10 steps. #mergers #acquitions #transacations #people #planning #communications #eq bain.com/insights/10-st…

@elonmusk @Manhattanpeachy Happy St Patrick's day 🍀

One of the greatest teachers on the planet! We covered a lot of ground. Tonight on ⁦@MadMoneyOnCNBC⁩!

🛢️ barrel of crude becomes many fuels that power transport, industry, and the global economy. #oott

A special guest during tonight’s LR!

Look forward to seeing many of you in South Beach tomorrow at 12:30 pm at @FutureProof_HQ to discuss tech stocks and the AI Revolution in this jittery near term backdrop 🏖️🏆🍿🎯🐂 @Downtown @michaelbatnick @MattMiddleton__ @csreinicke

This blows my mind every time I see it! It's basically unreal! “Starship design is the first design that is capable of full and rapid reusability.” — Elon Musk

BREAKING: Next Starship launch in 4 weeks

Quality stocks trading near their 52-week lows: Sherwin-Williams $SHW (-12%) Visa $V (-15%) Home Depot $HD (-15%) BlackRock $BLK (-20%) Microsoft $MSFT (-24%) MercadoLibre $MELI (-31%) Ferrari $RACE (-32%) Blackstone $BX (-41%) Novo Nordisk $NVO (-72%)

Big Tech PE ratios: Broadcom $AVGO: 31x Apple $AAPL: 30x Amazon $AMZN: 28x Google $GOOGL: 26x Microsoft $MSFT: 23x Meta $META: 22x Nvidia $NVDA: 21x

The AI data center landscape: $IREN - 4.5 GW secured power. $9.7B Microsoft deal. $NBIS - $20B+ in Microsoft and Meta contracts. $CRWV - $66.8B backlog. Largest pure-play GPU cloud. $APLD - $16B backlog. Campuses leased to CoreWeave. $WULF - Google owns 14%. 510+ MW contracted. $CIFR - Google owns 5.4%. 2.4 GW development pipeline. $NUAI - Pre-revenue. Integrated energy + DC play. The AI infrastructure buildout is just getting started. I think every name on this list has room to run. Which ones are you watching?

Top Manufacturing Companies in the 🌎

THE FUTURE ECONOMY STACK 10 sectors that will dominate the next decade AI INFRASTRUCTURE $NVDA - AI compute backbone $AVGO - AI networking / custom silicon $AMD - data-center GPUs AI MEMORY $MU - HBM AI memory leader $WDC - data storage infrastructure $SNDK - NAND flash storage AI DATA CENTERS $IREN - AI compute hosting $CIFR - GPU data centers $NBIS - AI cloud infrastructure POWER / ELECTRICITY $CEG - nuclear generation $NEE - renewable power $VRT - data-center power systems GRID INFRASTRUCTURE $GEV - grid modernization $ETN - electrical equipment $HUBB - grid components ROBOTICS / AUTOMATION $TSLA - humanoid robotics $SYM - warehouse robotics $PATH - automation software AUTONOMOUS DEFENSE $AVAV - combat drones $KTOS - autonomous aircraft $ONDS - defense drones SPACE / SATELLITES $RKLB - launch infrastructure $ASTS - satellite cellular $RDW - space manufacturing CRITICAL MINERALS $MP - rare earth supply $UUUU - uranium + rare earths $UAMY - antimony supply DIGITAL FINANCE $COIN - crypto exchange $HOOD - retail brokerage $XYZ - fintech ecosystem BONUS SECTOR URANIUM / NUCLEAR $CCJ - uranium production $SMR - modular reactors $BWXT - nuclear components

Bain & Company's Global Private Equity Report 2026 - Powering forward in a new era bain.com/insights/topic…

How Boards and CEOs Can Close the First-Year Learning Gap huntscanlon.com/how-boards-and…

The AI-Ready Chief People Officer huntscanlon.com/the-ai-ready-c…

Data centers aren’t one trade, it’s an entire supply chain from power + cooling to chips, networking, storage, security, and the hyperscalers buying it all. If AI demand stays real, this whole stack gets pulled higher (and volatility can be your friend if you sell premium). Here’s the watchlist: $VRT $ETN $CSCO $ANET $JNPR $AVGO $MRVL $CRDO $NVDA $AMD $INTC $ARM $GOOGL $AMZN $DELL $HPE $MU $WDC $NTAP $PSTG $MSFT $IBM $PANW $FTNT $DDOG $META $ORCL

Learn Data Science for FREE in 2026 1. Python cs50.harvard.edu/python/2022/ 2. SQL learn.saylor.org/course/view.ph... 3. Excel learn.microsoft.com/en-gb/training… 4. Power BI learn.microsoft.com/collections/m1… 5. Mathematics ocw.mit.edu/search/?d=Math… 6. Data Analysis skillsbuild.org/adult-learners… 7. Data Science using Python learn.saylor.org/course/view.ph… 8. Data Visualization pll.harvard.edu/course/data-sc… 9. Machine Learning developers.google.com/machine-learni… 10. Deep Learning introtodeeplearning.com 11. AI elementsofai.com 12. LLM youtube.com/playlist?list=… 13. Generative AI youtube.com/watch?v=mEsleV…

🚨 AI can now build Excel formulas like Microsoft's Power BI consultants (for free). Here are 15 insane Claude prompts that replace $150/hour spreadsheet specialists (Save for later)

The entire financial system is going to be built around Bitcoin. This is fucking genius.