Group 1 - The article emphasizes the importance of in-depth research on various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the value of a free trial for potential investors [1] - The analyst, Leo Nelissen, focuses on major economic developments related to supply chains, infrastructure, and commodities, aiming to provide actionable investment ideas with a focus on dividend growth opportunities [1] Group 2 - The article includes a disclosure indicating that the analyst has a beneficial long position in the shares of CSL, which reflects a personal investment perspective [2] - It is noted that past performance is not indicative of future results, and no specific investment recommendations are provided, emphasizing the independent nature of the analysis [3]

We saw really strong revenue growth from Micron, The fundamentals clearly outperforming. Is that what we need. We need earnings proof points right now.Hi, Caroline. Yes, absolutely. I think investors are being more picky in general.I think as the I trend continues to accelerate, I think we need solid evidence that it is actually delivering commercial benefits, broadening application and, of course, delivering earnings. And I think that that is really the primary thing that investors are going to focus incre ...

AI Agent Infrastructure - SQD is building the infrastructure for AI agents [1] - SQD is shaping the foundation for the next wave of autonomous AI, from deployment to monetization [1] Industry Focus - The industry is rapidly developing AI agents [1]

Group 1 - The article emphasizes the importance of focusing on broader economic trends rather than fixating on specific future years like 2026 [1] - Leo Nelissen is identified as an analyst specializing in economic developments related to supply chains, infrastructure, and commodities [1] - The iREIT®+HOYA Capital team aims to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [1]

Let's talk more about it now with Terrell Wolf's co-founder and CEO Paul Prager. Paul, thanks for for coming back on. Um, what did you and your team see in Alphabet that it appears that others may have missed.>> I don't know if anybody could have missed it. I mean, they've been out in front of AI for nearly two decades. Um, they pioneered large-scale machine learning.They designed their own custom silicon. uh and they understand better than anyone uh that the next era of AI requires large enormous durable p ...

RT Sergej Kunz (@deacix)Many teams believe they compete with each other, but in reality we build different pieces of the same infrastructure. Several developers approached us concerned that Aqua might disrupt their work. My message to everyone is that we are all partners. If we focus on solving foundational problems, the ecosystem becomes easier to use for traditional industries as well. ...

Core Insights - The article emphasizes the significance of LandBridge Company LLC (LB) as a major investment, constituting 20% of the author's portfolio, and reflects broader bullish theses related to supply chains, infrastructure, and commodities [1]. Company Analysis - LandBridge Company LLC is highlighted as a key investment opportunity, aligning with major economic themes that are expected to drive growth in the sector [1]. Analyst Background - Leo Nelissen is identified as an analyst specializing in economic developments concerning supply chains, infrastructure, and commodities, contributing to iREIT®+HOYA Capital [1].

Thematic Investing Trends - The market is closely monitoring tokenization and its potential within the ETF structure [3] - Reshoring is gaining traction as a significant theme, driven by policy and consumer factors, potentially benefiting old-school infrastructure and industrial products [3][4] - Infrastructure is a key area of focus, particularly in relation to reshoring efforts [6] Impact of External Factors - Tariffs, while not currently having a massive impact on consumers, could further drive reshoring efforts through infrastructure plays [6] - Electrification of the US economy is crucial to support the AI boom [7] Company Focus - Global X's largest ETF, PAVE, highlights the importance of infrastructure [6]

Core Insights - The article discusses the importance of understanding long-term purchasing power and its implications for investment strategies [1]. Group 1: Analyst Background - Leo Nelissen is an analyst focused on major economic developments related to supply chains, infrastructure, and commodities [1]. - He is a contributing author for iREIT®+HOYA Capital, aiming to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [1]. Group 2: Investment Opportunities - The article emphasizes the significance of dividend growth opportunities as a key area for potential investment [1].

Market Volatility - Natural gas market is defined by short-term volatility [1][3] - Market tightness has been observed in the natural gas sector over the past couple of years [1] Infrastructure Bottlenecks - Demand for natural gas has grown 50% while pipeline infrastructure only grew 25% and storage infrastructure only grew 10% [2] - Infrastructure cancellation movement in the United States has contributed to the bottlenecks [1] - Bottlenecks will persist until infrastructure is built and permit reform is implemented [4] - Eastern part of the country, like Boston, are paying the highest gas prices despite proximity to large gas fields [3] Company Strategy - EQT is positioned to thrive in a volatile natural gas price environment by having a low-cost structure [3][4] Government Policy - The Trump administration understands the need for affordable and reliable energy and the importance of infrastructure development [5]