Seeking Alpha(@SeekingAlpha):Oaktree co-founder Howard Marks warns that market volatility exaggerates AI uncertainty, urging investors to focus on fundamental upside. $QQQ $XLU For direct exposure, Marks recommends buying stocks rather than debt: debt offers capped returns, while equities capture long-term upside. Oaktree targets AI infrastructure, focusing on data centers and power supply capacity that could expand 3x-10x. Brookfield Corporation backs this buildout: Cash = over $14B EBITDA margin = above 40% Seeking Alpha Quant Rating for $BN: Hold. Is hard infrastructure the safest way to play AI?

Seeking Alpha

@SeekingAlpha

A global leader in crowdsourced U.S. investment research, powered by one of the largest and most vibrant investor communities.

参加 March 2009

244 フォロー中 347.1K ファン

Seeking Alpha@SeekingAlpha

2026.11.04 13:46

Oaktree co-founder Howard Marks warns that market volatility exaggerates AI uncertainty, urging investors to focus on fundamental upside. $QQQ $XLU For direct exposure, Marks recommends buying stocks rather than debt: debt offers capped returns, while equities capture long-term upside. Oaktree targets AI infrastructure, focusing on data centers and power supply capacity that could expand 3x-10x. Brookfield Corporation backs this buildout: Cash = over $14B EBITDA margin = above 40% Seeking Alpha Quant Rating for $BN: Hold. Is hard infrastructure the safest way to play AI?