Two Stocks to Overtake Berkshire: A Skeptic’s Tale

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Now, I ain’t never claimed to be a prophet, but I can tell you this: when the market gets its jowls all puffed up talkin’ about Berkshire Hathaway’s trillion-dollar crown, it’s like watchin’ a bull in a china shop with a pocket full of dynamite. The old dog may learn new tricks, but mark my words, the next pup’ll come along with a waggin’ tail and a grin wide enough to swallow the crown whole.

Berkshire’s got more zeros in its wallet than a river of gold coins, but let’s not forget-money’s like a river. It flows, it floods, and every now and then, it drowns the fool who thought he could dam it up. Two stocks, they say, are set to lap this old titan by 2030. Let’s take a gander at these self-anointed heirs to the throne.

1. Palantir Technologies

Oh, Palantir! The darling of the data diviners, the golden goose of government contracts. They sell software so fancy, it could probably tell you what your socks are thinkin’-if your socks were sentient and had a grudge. The feds hand ’em buckets of cash to turn chaos into charts, and the civilians? Well, they’re just along for the ride, clutchin’ their shares like a prayer.

But here’s the rub: this stock’s price ain’t just high-it’s reachin’ for the stratosphere with a ladder made of wishful thinking. Ninety times revenue? Two-hundred-forty times earnings? That’s like payin’ for a horse that’s supposed to fly. And yet, folks line up like pilgrims to buy tickets to the circus, shoutin’ prices while the ringmaster laughs in the dark.

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But let’s not be too hasty. The world’s got more data than a squirrel’s hoard of acorns, and only 10% of it’s been touched by AI. That’s a frontier bigger than the Wild West, and Palantir’s the sheriff with a shiny badge and a debt problem. If they survive the volatility, maybe they’ll grow. Or maybe they’ll be the next dot-com ghost story.

2. Alibaba Group

Now, Alibaba’s a different beast. You know ’em from the bazaars of the internet, where a click buys you a box of mystery goods. But the real game’s in the AI trenches. They’re buildin’ chatbots, chips, and dreams in a land where the rules are written by bureaucrats with more ambition than sense.

They’ve even got Apple usin’ their AI in China-a land where 1.25 billion folks hold phones like talismans. But here’s the kicker: Alibaba’s still a pup in the global AI race, laggin’ behind the big dogs. Yet they’re plowin’ money into chips and open-source wizardry, like a farmer plantin’ seeds in a drought, hopin’ for rain.

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And let’s not forget the politics. China’s got its eyes on self-reliance, and Alibaba’s chips are their answer to the American spellbook. But for every dollar they make, there’s a red ribbon tied to it, and you can’t trade freedom for profit without gettin’ your hands stained.

Don’t Lose Perspective-Or Your Shirt

Now, I ain’t sayin’ Berkshire’s a lemon. The old elephant’s still got tusks. But if you’re chasin’ growth like it’s a pot of gold at the rainbow’s end, you’ll need more than a compass-you’ll need a blindfold and a leap of faith. Palantir and Alibaba might ride the AI wave to glory, but they’re more likely to capsize in the next storm.

So, what’s a poor investor to do? Diversify, of course! Or better yet, keep your cash in a jar and your wits about you. The market’s a fickle lover, and it’s got a habit of leavin’ folks with empty pockets and full regrets.

But if you must play the game, play it with a grin and a healthy dose of skepticism. After all, the only thing more certain than the market is a man who thinks he knows it-until he doesn’t. 😉

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2025-09-09 11:56