Since Warren Buffett bought a controlling stake in 1965, he’s turned Berkshire Hathaway into a financial colossus. Now, with a $1.05 trillion empire and a CEO transition looming, the man who once called Apple “the most beautiful company in the world” is quietly betting big on AI. But let’s not get too excited-this is the same guy who once said “our favorite holding period is forever,” which, uh, is now 58 years and counting.
Buffett’s leadership transition is less “reboot” and more “I’m gonna go take a nap and someone else can handle this.” His successor, Greg Abel, is basically the corporate equivalent of a backup singer-competent, but not exactly a rock star. Meanwhile, Berkshire’s portfolio moves are getting more interesting than a spreadsheet with a 2% error. Spoiler: it’s not about the numbers.
Here’s the twist: Buffett’s $294 billion stock portfolio has 22% tied to two AI stocks. One is Apple, the other is Amazon. Because nothing says “future-proof” like a company that’s still figuring out how to make a phone that doesn’t crash when you open a PDF.
1. Apple stock: 21.5% of Berkshire’s public stock portfolio
Apple has been Buffett’s golden child since, like, the 1990s. He’s called it “the most beautiful company in the world,” which is either a compliment or a very specific metaphor. But lately, Berkshire’s been selling Apple shares like they’re a bad dating app. Buffett’s team, Todd Combs and Ted Weschler, are basically the corporate version of “I’m not ignoring you, I’m just focusing on other things.”
Apple’s AI game? Let’s just say it’s not exactly the next big thing. While competitors are rolling out AI like it’s a new flavor of ice cream, Apple’s still marketing its “Intelligence” like it’s a 1990s software update. But hey, at least they’re not selling a phone that explodes. Yet.
Buffett’s love for Apple is like a parent’s love for their kid’s terrible band. He sees potential, even if the product is still stuck in the 2000s. But let’s be real-Apple’s ecosystem is a moat so wide, it could double as a defensive wall. Just don’t expect it to solve the world’s problems anytime soon.
Still, Apple’s stock is like a used car: it might not be shiny, but it’s reliable. And if Buffett’s team keeps selling, maybe they’ll finally admit they’re not the tech wizards they once claimed to be.
2. Amazon stock: 0.8% of Berkshire’s public stock portfolio
Amazon’s Berkshire stake is like a token gesture. Buffett’s been slowly buying Amazon since 2019, which is basically a lifetime in stock market terms. But here’s the kicker: Berkshire’s cash pile is bigger than the GDP of some countries. It’s like they’re waiting for the next big thing to come along and say, “Hey, remember me?”
Amazon’s AWS is the crown jewel of the AI space, but Buffett’s cautious approach feels like a toddler avoiding a spider. He’s not exactly rushing to invest, which is ironic because Amazon’s e-commerce business is basically a tech experiment waiting to happen. If AI can cut costs, Amazon could be the next big thing. Or it could be the next Blockbuster.
Buffett’s strategy is classic: hold on to what you know, and don’t touch the rest. But in a world where AI is the new oil, even the most cautious investors have to ask themselves: are we missing the boat?
So there you have it-Buffett’s AI bets are as predictable as a sitcom reboot. But hey, at least he’s not investing in NFTs. Yet.
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2025-08-24 11:03