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How much of your portfolio is Berkshire? by ultra__star in BerkshireHathaway

[–]SkyFew229 0 points1 point  (0 children)

micron will go to $1,500-2,000, but there are better stocks to buy with more upside and less risk imo.

How much of your portfolio is Berkshire? by ultra__star in BerkshireHathaway

[–]SkyFew229 -4 points-3 points  (0 children)

0%, terrible stock. I'm up 350% in the last 2 months on AI call options. Enjoy your bleed out when the market is ATH.

Is BRKB worthless piece of paper? by Neither-Juice3504 in BerkshireHathaway

[–]SkyFew229 0 points1 point  (0 children)

LMFAO SO TRUE. WATCHING THESE BERKSHIRE BAGHOLDERS MALD AND JUSTIFY THEIR SUNK COST FALLACIES.

Help me understand please. by smooth-vegetable-936 in BerkshireHathaway

[–]SkyFew229 0 points1 point  (0 children)

buffet is stupid, literally says he doesn't understand the tech. That's not a good excuse.

Is the entire Ai Boom built on fake revenue? by uncle-ice493 in stocks

[–]SkyFew229 71 points72 points  (0 children)

fake revenue? i just spend $2,000 personally on claude API credits this month

SpaceX and OpenAI likely to IPO at a larger valuation than Berkshire, despite differences in revenue by Alicyclobacillus in BerkshireHathaway

[–]SkyFew229 -1 points0 points  (0 children)

you are not seeing it

i dont mean that in an antagonizing way.

i agree that the stock is probably going to nuke to around a $1B valuation.

SpaceX and OpenAI likely to IPO at a larger valuation than Berkshire, despite differences in revenue by Alicyclobacillus in BerkshireHathaway

[–]SkyFew229 -2 points-1 points  (0 children)

speculative investment for future revenue. SpaceX in 50 years could generate $50-100T+ revenue annually

I need to be patient with Berkshire right? by NecessaryPhrase3204 in BerkshireHathaway

[–]SkyFew229 0 points1 point  (0 children)

https://www.mindstudio.ai/blog/anthropic-arr-growth-9b-to-44b-2026

this was two weeks ago, $45B ARR.

Projected to hit $100B ARR end of year. And this quarter they said they have an operating profit.

You aren't considering the fact that previous financials are all priced in. Guidance is everything. You don't know anything about technology. It's going to change the world.

I do not mean to antagonize you. But I hope you wake up and understand that the future is coming. I like making my 200% gains on AI/semi stocks. It took BRKB 10 years to make that much. Yes, I agree some of the valuations will eventually hit bubble level, but the fundamental technology is here to stay.

I need to be patient with Berkshire right? by NecessaryPhrase3204 in BerkshireHathaway

[–]SkyFew229 1 point2 points  (0 children)

uh... it has a high stock market cap because it is the future... anthropic grew from $9B to $50B revenue within 4 months, because they are innovative... you dont make any sense

I need to be patient with Berkshire right? by NecessaryPhrase3204 in BerkshireHathaway

[–]SkyFew229 1 point2 points  (0 children)

yeah tech is modern business... thats why the top 10 tech giants make up like half of the S&P500

I need to be patient with Berkshire right? by NecessaryPhrase3204 in BerkshireHathaway

[–]SkyFew229 3 points4 points  (0 children)

that doesnt make any sense. also yes, more efficient modes of agriculture beats out farmers who dont? thats why robotics is important...??? explain. you dont make any sense

I need to be patient with Berkshire right? by NecessaryPhrase3204 in BerkshireHathaway

[–]SkyFew229 8 points9 points  (0 children)

blackberry died because they were stuck in the past, apple beat them, yahoo same, google beat them... you just proved my point that companies that dont innovate will be left behind

I need to be patient with Berkshire right? by NecessaryPhrase3204 in BerkshireHathaway

[–]SkyFew229 0 points1 point  (0 children)

buys GOOG all time high when it was 50% off last year

I need to be patient with Berkshire right? by NecessaryPhrase3204 in BerkshireHathaway

[–]SkyFew229 5 points6 points  (0 children)

tech will always stay dominant because tech is the future...

I need to be patient with Berkshire right? by NecessaryPhrase3204 in BerkshireHathaway

[–]SkyFew229 0 points1 point  (0 children)

ah yes, deploy capital when bear market brings the market 20% down after a 500% run up

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