💵 Berkshire’s cash pile has climbed to nearly $400 B Now at par with the market value of companies like $PLTR. Buffett also built large cash reserves before the dotcom crash, 2008, and the pandemic selloff. Berkshire once again appears willing to wait.

🚨 HUGE: Institutional investors aggressively piled into semiconductor and AI infrastructure stocks in Q1. Chipmakers like Micron Technology and Intel Corporation surged 154% and 195% this year as the AI boom accelerated.

🚨 Tesla Semi orders are starting to pile up! WattEV just placed a 370-truck (~$100M) order, while more fleets are jumping in as incentives lower costs. With easier highway autonomy and a huge driver shortage, some now think Robo-trucking could become even bigger than Robotaxis. Could Tesla Semi end up being one of Tesla’s most underrated businesses? $TSLA

Warren Buffett at Berkshire’s 2026 AGM talking about waiting to deploy its $397B cash pile: “I’ve compared the markets to the church with a casino attached. People can move between the church and the casino. The casino has gotten very attractive to people. If you’re buying one-day options, it’s not investing or speculating. It’s gambling. We’ve never had more people in a gambling mood…Prices for a lot of things look very silly.” Says Greg Abel and Berkshire are still always “a phone call away” from making a massive investment. “We’re big enough to handle anything. We make decisions faster than anybody. And our word if good.”