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And so, we find ourselves at the crossroads, eager to emulate the titan. How can one, a mere mortal, tap into such unfathomable wisdom? It is, alas, no simple matter. But with the SEC’s sacred quarterly reports, Buffett’s holdings are laid bare, a map to riches-or destruction, depending on how one dares to interpret them. He, too, has his missteps, his faltering moments. Not every acquisition becomes a golden statue. And so, let us examine, with the precision of a surgeon and the heart of a skeptic, two recent acquisitions: one to embrace, and one to shun, as though it were the very embodiment of folly.

It is, undeniably, a contest in which one side is weighted with the full force of corporate might, and the other, a mere fledgling in the corporate wilderness. Nvidia, the undisputed behemoth in the realm of graphics processing units (GPUs), has taken its throne by virtue of nothing more than sheer market dominance. The GPUs it produces have attained the status of legend, and it commands a market share so vast it is all but insurmountable. In contrast, CoreWeave is but a fledgling, a small bird flapping its wings against the suffocating winds of far larger, more entrenched competitors.