r/TheVisualInvestors

I know the headlines say Buffett, and technically this is Greg Abel at this point, but I still think it is interesting to see Berkshire continue buying Google even at these prices.

What makes it even more interesting is the contrast with Ackman selling out while Berkshire appears to be scooping up more shares.

Personally, I think Google may be one of the best businesses to own in the world. Search, YouTube, Cloud, Waymo, Android, and one of the strongest cash-generating engines ever built.

As a shareholder, it is reassuring to see Berkshire and Chris Hohn continue buying at these levels. It does not guarantee anything, but it is a strong vote of confidence from investors who are not exactly known for chasing hype.

Curious how others are thinking about this. Is Google still undervalued, fairly valued, or finally getting fully priced in?

The comparison sounds clean, but I do not think it really works.

PayPal has run into a much clearer ceiling. Payments are massive, but transaction growth eventually ties back to consumer spending, merchant competition, take rates, and pricing pressure.

Adobe feels different. Revenue is still compounding faster, and the ceiling seems much higher because creative software, documents, enterprise workflows, AI tools, and content creation can keep expanding with the digital economy.

That does not mean Adobe is risk-free. AI is a real concern. But calling it the next PayPal feels too simple when the actual revenue trend looks meaningfully stronger.

NVIDIA $NVDA JUST REPORTED EARNINGS

Revenue: $81.6B (Est. $78.8B-$79.2B) ; +85% YoY
Adj. EPS: $1.87 (Est. $1.75-$1.78) ; +140% YoY
Data Center Revenue: $75.2B (Est. $73B) ; +92% YoY
Adj Gross Margin: 75.0% (Est. 74.5%)

Q2 Guide:
Revenue: $91.0B +/- 2% (Est. $87.2B)
Non-GAAP Gross Margin: 75.0% +/- 50 bps
Non-GAAP OpEx: ~$8.3B
NVIDIA is not assuming any Data Center compute revenue from China in its outlook

Commentary:
“The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed.”

“Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries.”

“NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.”

Some notes:

• Sen. Tuberville sits on the Senate Armed Services Committee
• March 27: Sen. Tuberville +123% / S&P500: +71.9%
• May 19: Sen. Tuberville: +237% / S&P500: +98.9%
• Data covers stock transactions since May 2022

Source: insidercat.com

Leopold Aschenbrenner appears to have become aggressively long CLSK as part of a broader “AI infrastructure bottleneck” thesis centered on power availability and data-center capacity.

I’m sure you’ve seen this guy everywhere in the last 24h

Leopold Aschenbrenner, ex-OpenAI researcher turned macro investor, who’s been widely shared for his massive semiconductor short thesis.

He disclosed a large position via puts (SMH + single names like NVDA/AMD).

I ran a simple mark-to-market assuming a Q1 top entry on SMH.

Even in that optimistic case, the position is already down ~35%.

And some underlying names (like Intel) have moved sharply higher in the same period.

Worth remembering: even if he was right in the past, nothing is guaranteed for the future.

Direction is often easier to get right, timing is the hardest part!

Options don’t just reward being right, they punish being early!!

A jury rejected Elon Musk's claims that OpenAI under Sam Altman's leadership betrayed its mission to benefit the public by morphing into a for-profit business, finding that he waited too long to sue the company.

Iran launching “Hormuz Safe” and using crypto around the Strait of Hormuz is actually insane when you think about it.

Feels like Bitcoin is slowly becoming less of a meme asset and more of a geopolitical tool while the USD keeps getting weaponized through sanctions and trade wars.
Thoughts?

After aggregating the filings, Berkshire looks like a net seller overall (~9% sold/reduced vs ~6% bought by portfolio weight), meaning this is not an expansion phase but a portfolio reshaping / compression phase.

On the buy side, the most notable additions were:

• Alphabet (large increase)
• New York Times (nearly doubled)
• Delta Air Lines (new position)
• plus smaller adds like Lennar and Macy’s

On the sell side, the more interesting signal is the full exit from several high-quality compounders, including Visa, Mastercard, Amazon, UnitedHealth, Aon, Domino’s, and others — alongside a meaningful reduction in Chevron and several industrial names.

So what’s actually happening here?

With renewed talks and shifting rhetoric around US–China trade relations, markets are starting to price in potential easing of tensions. Any meaningful deal or de-escalation could reshape global supply chains, tariffs, and investor sentiment.

Curious to hear perspectives: where do you see the biggest upside if tensions ease?

Hey everyone,

GOOGLE is trading at all-time highs, which usually makes people hesitate.

I went through the key drivers (ads, cloud, and AI) to see if the valuation still makes sense at this level and I would like to know what you think about it?

US inflation is heating up again.

Prices rose 3.8% YoY in April, driven by a surge in essentials:

• Gasoline: +28% in just two months
• Groceries, rent, airfares: all climbing fast

The Trump-Xi visit to China drew major attention as CEOs from Tesla, Nvidia, Apple, Boeing, Meta, Goldman Sachs, and others joined the trip. Together, these companies represent trillions in market value, making the summit important for investors watching US-China business ties.

The visit seemed more focused on goodwill and communication than major deal announcements. Boeing’s reported jet order came in smaller than expected, while Nvidia still has no clear breakthrough on H200 chip access in China.

$NVDA remains a key watch as China access is still important for AI chip demand and future regulatory clarity. Jensen Huang’s late addition to the trip also kept semiconductor talks in focus.

$TSLA and $AAPL are worth watching too, given their deep ties to China through supply chains, manufacturing, and consumer demand. A better tone in here alone could support the whole sentiment.

For now, I’m watching $NVDA, $TSLA, $AAPL, $BA, and $MU for any follow-up signals around regulation, market access, and supply chain confidence.

Which one are you watching most closely right now and why?

I put €100K to work, kept my strategy simple, and allowed time and compounding to do the heavy lifting. It was only recently that I stepped back and realized how far it had actually gone.

The biggest driver was consistency. I kept investing regularly, even through uncomfortable or uncertain markets.

at what point does it actually make sense to start taking profits from something like this?

This chart is wild if the Anthropic net retention number is even directionally right. Public SaaS investors usually reward higher NRR with higher EV/revenue multiples, but most great software companies are clustered around 110–130% net retention. Anthropic appears to be in a completely different category because enterprise AI spend can expand from a few seats to broad workflow usage very quickly. The question is whether this is a new SaaS-like compounding model, or just an early AI infrastructure land grab that eventually normalizes once pricing, model competition, and compute costs catch up.

And people thought search was going to zero....

Search is still carrying the business, but Cloud, YouTube, and Subscriptions are starting to add real weight.

Are you buying GOOGL here, waiting for a dip, or just holding?

Cerebras won't be the year's hottest ipo, but the demand around it tells you how hungry public markets are for AI exposure

The two charts are for the major indices in the US:

• Dow Jones Industrial Average (DJI30) [2]
• Standard & Poors (S&P500) [2]

Both tracking on a similar pattern and both revealing identical numbers.

With Biblical wisdom and understanding we can unpack them to reveal the true story

Pentecost - A highly possible day of the Rapture. A 50-day count from Resurrection Sunday April 5th, landing on Sunday May 24th. Pentecost/Feast of Weeks/Shavuot.

The money generally knows before the event. Biblically correlated, we know that Judas was paid 30 pieces of silver before betraying Jesus.

Matthew 26:15 And said unto them, What will ye give me, and I will deliver Him unto you? And they covenanted with him for thirty pieces of silver.