Berkshire’s AI Tilt: A Portfolio Diary

The numbers are frankly astonishing. A mere $500 in 1965 would now be… well, enough to buy a small island, probably. Or at least a very nice garden shed. The S&P 500 did okay, I suppose, but not island okay. It’s all a bit intimidating, really. Makes my own portfolio look like a collection of impulse purchases from a charity shop.

Kratos: A Valuation in the Infinite

The Sky Perfect JSAT Corporation, a name redolent of distant constellations and terrestrial ambition, has engaged Kratos to construct the ground infrastructure for a “5G Non-Terrestrial Network” (NTN) across the Asia-Pacific region. A network of signals, mirroring, perhaps, the endless corridors of a forgotten palace.

The Great AI Gobble: Who Gets the Biggest Bite?

The experts reckon this AI business will keep expanding for a good decade, growing at a rate that would make even a prize-winning pumpkin blush. But here’s the wrinkle, the little twist in the tale: this whole market is splitting in two, like a mischievous twin. We have the ‘Trainers’ and the ‘Users’, and figuring out which side will gobble up the most money is the trick.

The Illusion of Banking Security

The regulators – those diligent arbiters of risk – have decreed that banks may hold slightly fewer billions on their balance sheets. This, of course, is not a reduction in security, but a liberation of capital. Funds previously dedicated to weathering storms will now be available for the far more civilized pursuits of share buybacks and dividend disbursements. It’s a simple equation, really: less caution, more profit. One trusts they’ve calculated the probabilities with the same meticulous care they apply to selecting a suitable waistcoat.

Bitcoin: From Zero to $1.7 Million (Seriously)

So, if you’d had the foresight – or just the sheer audacity – to drop ten grand into Bitcoin a decade ago, brace yourself. You’d be looking at roughly $1.7 million today. That’s right, a casual 16,900% return. I’m not saying it’s a better investment than, like, owning a solid gold stapler, but it’s up there. It’s officially one of the best performing assets of the century, which is a sentence I still have trouble saying with a straight face.

Rivian: A Bloom in the Silicon Fields

The terms are, on the surface, straightforward: Uber will invest up to $1.25 billion, a substantial sum, and will, in time, procure ten thousand autonomous iterations of Rivian’s R2 vehicle, with an option for forty thousand more. The year 2030 feels distant, a horizon veiled in the mist of technological uncertainty, but the promise is there – robotaxis, gliding through the streets of San Francisco and Miami by 2028, bearing the mark of Rivian. It is a gamble, certainly, but one undertaken with a quiet dignity.

You Won’t Believe What Bernstein Thinks About Bitcoin’s Future!

Bitcoin rollercoaster

But fear not! Bernstein’s got its eyes on the prize, highlighting that ETF inflows are steady-like my Aunt Mildred at the buffet-and institutional demand is rising faster than a balloon animal at a children’s party! With the macro pressures easing up, they’re holding onto their $150,000 year-end target for 2026 like it’s the last slice of pizza at a frat party.

NuScale Power: A Speculative Atlas

The demand for energy, it is universally acknowledged, increases with a relentless, almost geometrical progression. The scholars of the Institute for Temporal Economics estimate a 3.5% annual escalation between 2025 and 2040, a figure further compounded by the insatiable appetite of the burgeoning artificial intelligence – those digital labyrinths demanding ever greater sustenance. It is within this context that NuScale proposes its solution, a series of contained suns, promising power in a diminished scale.