BRK.B
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by ThreadGuy 3w ago
IN TRACKED PORTFOLIOS
LONG2w ago
“Berkshire Hathaway, company that spent almost no money on AI, has almost no AI exposure except Google that they bought $10 billion with of their debt sale... is looking so good.”ThreadGuy
Berkshire Hathaway is outperforming the market by completely avoiding the AI capex arms race.
BRK.BLONG@ $505.38
$515.11+1.92%
since call Jul 13
peak +3.1%
LONG3w ago
“it's like an inverse ai trade berkshire halfway... they hold like construction insurance transmission rodent control luxury like they hold a bunch of just like not ai capex stuff”ThreadGuy
Berkshire Hathaway dumped 75% of its Apple stock to hoard cash and buy physical businesses that avoid the massive spending race for new computer chips.
BRK.BLONG@ $503.16
$515.11+2.38%
since call Jul 9
peak +3.1%