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TB

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  1. Looks like they have raised the funds, definitely dreaming big - https://cfs.energy/news-and-media/commonwealth-fusion-systems-closes-1-8-billion-series-b-round
  2. Commercial Nuclear Fusion Power Plant commissioned
  3. The earnings estimates for SP500 in 2025 and 2026 are increasing in the double digits +13% in 2025 and +11% in 2026. Factset is expecting 14.8% earnings growth in 2025. https://insight.factset.com/sp-500-cy-2025-earnings-preview-analysts-expect-earnings-growth-of-15 If the wars come to an end and the government deficit comes under control in the US; I expect more upside longer term. AI can help improve productivity significantly - https://www.msn.com/en-us/health/other/openai-s-o3-model-aced-a-test-of-ai-reasoning-but-it-s-still-not-agi/ar-AA1wfITU
  4. Canada doesn't look cheap looking from price/gdp point of view but the loonie may be bottoming out at this price point. https://companiesmarketcap.com/canada/largest-companies-in-canada-by-market-cap/
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