@gregorybent
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US Equity Analyst with over 30 years experience in US and Cdn Markets - CFA #RealEstate Junkie
Toronto, ON Canada
Joined January 2009
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Gregory Bent retweeted
JUST IN: Zero hurricanes have formed in the Atlantic by September 21 for the first time since 1914.
Gregory Bent retweeted
The Nasdaq finished the week strong amid a rate hike, 5% Treasury yields and triple witching. Oil prices fading helped. So that's encouraging. But the Nasdaq finished strong the prior week, only to fall back.
The Nasdaq has finished high-ish in its weekly range for 4 weeks. 1/
Gregory Bent retweeted
JUST IN: Apple’s hardware chief says seeing people put screen protectors on their iPhones “makes my skin crawl.”
Gregory Bent retweeted
Not only is food getting more abundant, but it also takes less land to produce.
In 2022, thanks to rising yields, growing a given quantity of crops required 70% less arable land than it did in 1961.
Gregory Bent retweeted
$GOOGL just launched CC which is an AI agent built to handle family logistics across calendars, tasks, shopping and paperwork.
This is Google turning the apps families already use every day into one agent that can actually coordinate and get things done.
In a world trained on 20 years of "free" ad-supported tech (Search, YouTube, email, Maps), getting ~6% of young consumers to drop $20/mo out of pocket for software in under 3 years is wild.
Almost nobody pays for AI out of pocket yet
Only ~3% of US consumers do, up from under 1% in 2023
The youngest buyers are adopting at 4x the rate of the oldest
Charts of the Week: a16z.news/p/charts-of-the-we…
Gregory Bent retweeted
Grandview Bluff Collapse - bubbleinfo.com/2026/09/18/gr…
This is the bluff failure at Grandview today, just north of the stairs.
The 2019 collapse happened at this very same location, but was 1/4 of this size and magnitude.
We have buyers in escrow to purchase an oceanfro...
Gregory Bent retweeted
CNN Fear & Greed is near extreme fear and AAII bears soared jumped by 14% to 53%, the most bears in more than a year.
Gregory Bent retweeted
🚨 Morgan Stanley just raised its $TSLA bull case to $840, and the Tesla Semi is a big reason why@
Brian White @FutureAZA highlights the economics behind it: autonomous trucking could mean 2.3x better utilization, 20% lower cost per mile, and up to 6x more profit per truck.
The wild part is FSD pricing. Consumer FSD is around $100/month.
Semi FSD could be worth $12,000–$18,000 per truck, per month.
That could turn autonomous trucking software into a $15B business by 2040!
If Tesla can make autonomy work at scale, the Semi may end up being far more than just another vehicle. 🚀
Gregory Bent retweeted
JUST IN: U.S. poverty rate falls to the lowest level on record, while median household income hits a record $87,460. — Census Bureau
Gregory Bent retweeted
Blackstone President Jon Gray says Canada has massive opportunities to grow due to its natural resources, looser regulatory policies and access to private capital.
“Canada is a sleeping giant economically," he said Tuesday at an investment summit in Toronto
bloom.bg/46maKk1
Gregory Bent retweeted
No one puts #BYD at the top - or even near the top - of leading Level 2 ADAS ... let alone L4.
I'm sure BYD is analyzing the data like crazy and making improvements. But, data definitely isn't everything. It's definitely not a moat.
Gregory Bent retweeted
$DBO.TO $DBOXF $CGX.TO Cineplex Reports Highest Monthly Box Office of All-Time in August 2026 👏
Cineplex's box office revenue was up 100% YoY in August and up 40% Q3 to date.
''Strong consumer demand to see these incredible films in premium formats also contributed to record guest spending.''
It bodes well for D-BOX's upcoming quarterly results 👀
Disclaimer: The Rivemont MicroCap Fund is long D-BOX Technologies (TSX: DBO). I am the portfolio manager and a unitholder of the fund. This post isn't investment advice or a recommendation. Rivemont may trade shares at any time without prior notice.
Gregory Bent retweeted
JUST IN: For the first time since satellite records began in 1966, no Atlantic hurricane has formed by Sept. 12.
The market is confusing a model release calendar with a physical infrastructure buildout.
Dario Amodei asks Washington for an antitrust waiver to coordinate safety checkpoints, and Wall Street acts like hyperscalers are unplugging gigawatt data centers and tearing up purchase orders.
You don’t pause a $700B capex cycle with a blog post. If frontier training takes a breath, that compute doesn't sit idle—it pivots straight into enterprise fine-tuning, reasoning models, and runaway inference demand.
Narrative panic vs. physical reality. Buy the dislocation
$NBIS $HUT $SNDK $CRWV $NVDA $BE $CRDO $SMH $QQQ
Gregory Bent retweeted
Mastercard (unsurprisingly) echoes Visa. August continued July trends. $MA also keen to point out how, across board, consumers spending on experiences like eating out, movies & travel. Strength in some of the most discretionary areas. $V $AXP $XLF $XLY $CCL $DAL $MAR $SBUX
