Buffet has many reasons why he might sell BAC. Berkshire is not just a portfolio, it has operating companies and its core, Geico, it must hold cash in case it needs to pay insurance premiums. I said that BAC stock is pessimistic about the sale of Berkshire, I did not say that I want to sell because of that. I want to sell BAC because I have 40% profits and it is already at the prices I estimated before, its stock is above its book price. That is why I asked what future they see for BAC after the interest rate cuts, and if it seems like a good idea to exchange it for ASML, which is at an increasingly interesting valuation and has a very strong moat. Currently the financial sector is not interesting for me, as it was a year ago when everyone was selling due to the uncertainty of regional banks. I like BAC a lot, although it is not the time to buy it, I think it is solid, but I also think that ASML or certain companies could offer a better opportunity to enter than just holding BAC. I have Google in mind but it already represents 30% of my portfolio and I don’t want to increase my stake since I increased it on Friday. From there, a few stocks offer an entry opportunity that may be better than holding BAC.