Berkshire Hathaway’s Strategic Moves with Apple: A Deep Dive

At its peak, Apple comprised over 50% of Berkshire’s public equity portfolio, with an astonishing ownership of more than 900 million shares. Current holdings now stand at 280 million shares, a drastic reduction in light of recent divestment activities that commenced in the fourth quarter of 2023. Although Apple remains the largest asset in Berkshire’s investment portfolio, accounting for approximately 21.4%, the rapid contraction in shares raises pertinent questions regarding the rationale behind this strategy.

The Hidden Truth Behind Defense Contracts

Palantir’s success is undeniable, but it pales in comparison to another contract awarded on the same day, one that speaks volumes about where real power resides in the defense industry. This was not just an ordinary award; it was a staggering $50 billion commitment to RTX, formerly known as Raytheon, for the support of Patriot air defense systems over the next 20 years. Such sums are not merely financial transactions-they are statements of intent, signaling which technologies and companies will shape the future of global security.

SoFi: Millionaire or Mirage?

Is SoFi the golden goose or a mere parlor trick? The numbers suggest a tale of ambition. With 11.7 million members, a 34% year-over-year jump, and a 43% revenue boost, it’s clear that the company has mastered the art of attracting crowds. Yet, as the old adage goes, “The more they grow, the more they attract the scythe.”

Quantum Dreams and Nvidia’s Shadow

While Nvidia’s dominion may endure, the horizon whispers of a revolution. Here, in the shadow of the old guard, emerges IonQ-a curious creature, its qubits dancing to a different rhythm. Could this fledgling entity, with its trapped-ion sorcery, one day eclipse the giants? The question hangs like a ghost in the machine.