Nebius, you see, positions itself as a purveyor of premium GPU time. They rent out the processing power, the very brains of the operation, to those willing to pay the piper. Nvidia, having presumably run the numbers – and who knows more about GPUs than Nvidia? – has sunk over $100 million into this venture. A sum, one notes, that could purchase a rather substantial collection of samovars. But then, one doesn’t build empires on tea alone.
Following Buffett’s investment philosophy—which, let’s be honest, is a bit like trying to decipher the instructions for assembling a particularly complex flat-pack furniture item—can often illuminate companies with robust fundamentals. He amassed his wealth by focusing on value and avoiding the siren song of speculative trends. This framework guided him to a few long-term picks, and we’ve taken a look at three stocks in the Berkshire portfolio that, barring unforeseen cosmological events, should continue to gain market share for years to come.
Indeed, it is in these moments of public panic that true value reveals itself. For the patient investor, a falling market is merely a sale—a rather dramatic one, to be sure. Let us consider, then, two companies currently offered at prices that, while not exactly insulting, are certainly… amenable. Carnival and Target, both possessing their particular charms, and both currently undervalued by a public too easily swayed by the latest headline.
But which one deserves your humble $500? Let’s unpack this, because adulting is hard enough without making questionable investment choices.
The R2, priced to entice (starting at a mere $45,000 – a sum that, in these inflationary times, buys you approximately three decent used sofas), aims to infiltrate the fiercely competitive mid-sized SUV market. Rivian promises a full unveiling of specifications on March 12th, which will undoubtedly involve a blizzard of technical jargon designed to confuse and impress in equal measure. One suspects the true specifications will be revealed only after a sufficient number of vehicles have rolled off the assembly line, and any…minor imperfections…have been addressed.
GE Vernova, born of an older lineage, carries the weight of industry in its bones. 2025 was a good year, a harvest of $59.3 billion in orders, $38.1 billion reaped in revenue. The demand for power, for the very electricity that hums in our homes and drives our machines, is a relentless tide. And Vernova, with its hand in so many things – power generation, electrification – is well-positioned to ride that wave. They see the future in artificial intelligence, in the need to electrify everything. A sound strategy, if a man can believe in such things.
There’s a comfort in that, a dignity. To watch a portfolio grow, not through speculation and fever, but through the simple act of receiving what is due. The market, like the land, can be fickle. But a consistent yield, reinvested with patience, is a bulwark against the storms. Over the past decade, the S&P 500 has risen, yes, but the true measure isn’t in the peak, but in the steady climb, aided by those quiet distributions. A man can build on that, plan with that, live with that. The index itself has offered a modest return, but with dividends reinvested, that return blossoms, becoming something more substantial, a testament to the power of compounding.
Then, in 2019, I doubled down. Wrote articles praising the man as a genius – yes, I was that guy. Defended him at dinner parties, arguing with people who just wanted to talk about the weather. The whole shebang. I was a true believer, a Tesla evangelist… and, let’s be honest, hoping for a hefty return. You know, the usual.
Both these coins have grown, changed their shape, like rivers carving new paths. But a man needs to know which river is more likely to still be flowing in seven years. It’s not about the flashiest growth, but about the steadiness of the current, and the depth of the water. A good investment isn’t about getting rich quick; it’s about building something that can weather the storms.
Still, one must acknowledge the undeniable. These little slivers of potential, these semiconductors, hold a peculiar power. Demand, they assure us, will continue. And so, a thousand dollars, a paltry sum in these inflated times, might as well be directed towards these purveyors of digital dreams. But which vessel to choose for this modest voyage? One must navigate the labyrinthine corridors of ETFs with the caution of a man dodging flying potatoes.