Buffett’s AI Bet: 33.5% of $304B in 4 Stocks

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Dear Diary,
Today I found myself staring at Warren Buffett’s portfolio like a lovesick teenager. 33.5% of his $304 billion empire is parked in four AI stocks. I mean, who am I to judge? I once tried to invest in a cryptocurrency called “Dogecoin” and ended up with a 75% loss. But still, it’s fascinating how even the Oracle of Omaha can’t entirely resist the siren song of artificial intelligence.

Let me break this down. Buffett, the man who once said “our favorite holding period is forever,” has somehow managed to blend his long-term value investing with a nod to the future. It’s like a 19th-century banker using a smartphone. His Berkshire Hathaway has delivered a 19.9% annual return since 1965. If I had invested $1,000 back then, I’d be sipping margaritas in a beach house by now. Instead, I’m still paying rent.

But here’s the twist: Buffett’s AI bets aren’t flashy tech startups. They’re giants. Domino’s, Amazon, Coca-Cola, and Apple. Each of these companies is using AI to turbocharge their legacy. I’ve never been a fan of pizza, but I’ll admit, an AI-powered voice assistant that adapts to regional accents is impressive. And who knew Coca-Cola was partnering with Adobe to create an AI tool called “Fizzion”? I’m not sure what that means, but it sounds like a fancy way to say “we’re trying to be cool.”

Let’s talk numbers. Apple alone makes up 23.7% of the portfolio. That’s more than $70 billion. I once tried to buy Apple stock, but I panicked when the price dropped by 2%. Buffett, on the other hand, has held his Coca-Cola shares since 1988. That’s 36 years of patience. I can’t even keep a houseplant alive.

So, what’s the takeaway? Even the most disciplined investors can’t escape the allure of AI. But Buffett’s approach is a masterclass in balance. He’s not chasing trends, but he’s not ignoring them either. It’s like eating a salad while secretly craving a burger.

Units of Cryptocurrency Lost: 12.
Hours Spent Watching Charts: 9.
Number of Panicked Texts to Friends: 24.

And yet, here I am, still trying to figure out how to make money without losing my sanity. Maybe I should just invest in Buffett’s portfolio. At least then, I’d have a reason to blame him if things go wrong.

📈

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2025-10-05 13:20