🧧🧧🧧Should we follow Warren

🧧🧧🧧Should we follow Warren Buffett & sit on cash? Is the selling of Apple & Amazon a tech bubble warning? Here is my view:

Buffett is 94. He is not trying to time Nvidia's next earnings beat or Microsoft's next AI announcement. He is preparing Berkshire for the next 50 years, not the next 50 trading days. When you are managing almost USD 1 trillion dollars, you don't buy the dip. You wait for the world to go on clearance sale.

For us mere mortals, we don't need to copy every move of the Oracle of Omaha. We definitely don't need to panic sell Nvidia just because he trimmed Apple.

We are trying to buy good companies at fair prices without losing sleep.

Is it time to buy Nvidia or Microsoft?

Yes if you believe that these companies will still dominate 5 to 10 years from now.

Buffett once said:

Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.

When it does I will be standing outside with a bucket.

@Tiger_comments @TigerStars

Q2 13F Disclosures: What Is 'Smart Money' Actually Buying?

13F season, last window. Berkshire disclosed nearly $20bn of net equity purchases in Q2 — ending 14 straight quarters of net selling — roughly $10bn of it Alphabet; the full list lands by week's end. Nvidia's own filing is the other one to watch, given the circular-trading argument. Citi's book crossed $300bn with semiconductor additions including Micron and AMD. Alphabet −0.18% Wednesday, Nvidia +3.03%. Would you follow the institutional playbook — and which side, Buffett's Alphabet bet or Nvidia's supply chain wager?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

ClarenceNehemiah
02-24
ClarenceNehemiah
Absolutely, NVDA and MSFT are solid buys if you're in it for the long run. [微笑]
Jade78
02-25
Jade78
When do you think it will rain? 😃🍀

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Would you follow the institutional playbook — and which side, Buffett's Alphabet bet or Nvidia's supply chain wager?","image":"https://community-static.tradeup.com/news/9408915a639e5c95296ea614145b8f88"}],"images":[{"img":"https://community-static.tradeup.com/news/7573f19bed012118a302011a49751c31"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/7573f19bed012118a302011a49751c31"}],"title":"","html":"<html><head></head><body>🧧🧧🧧Should we follow Warren Buffett &amp; sit on cash?&nbsp; Is the selling of Apple &amp; Amazon a tech bubble warning?&nbsp; Here is my view:\n\nBuffett is 94.&nbsp; He is not trying to time Nvidia's next earnings beat or Microsoft's next AI announcement.&nbsp;&nbsp; He is preparing Berkshire for the next 50 years, not the next 50 trading days.&nbsp; When you are managing almost USD 1 trillion dollars, you don't buy the dip.&nbsp; You wait for the world to go on clearance sale.\nFor us mere mortals, we don't need&nbsp; to copy every move of the Oracle of Omaha.&nbsp; We definitely don't need to panic sell Nvidia just because he trimmed Apple.\nWe are trying to buy good companies at fair prices without losing sleep.\nIs it time to buy Nvidia or Microsoft?\nYes if you believe that these companies will still dominate 5 to 10 years from now.\nBuffett once said:\nOpportunities come infrequently.&nbsp; When it rains gold, put out the bucket, not the thimble.\nWhen it does I will be standing outside with a bucket.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/7573f19bed012118a302011a49751c31\"></t-t></body></html>","htmlText":"<html><head></head><body>🧧🧧🧧Should we follow Warren Buffett &amp; sit on cash?&nbsp; Is the selling of Apple &amp; Amazon a tech bubble warning?&nbsp; Here is my view:\n\nBuffett is 94.&nbsp; He is not trying to time Nvidia's next earnings beat or Microsoft's next AI announcement.&nbsp;&nbsp; He is preparing Berkshire for the next 50 years, not the next 50 trading days.&nbsp; When you are managing almost USD 1 trillion dollars, you don't buy the dip.&nbsp; You wait for the world to go on clearance sale.\nFor us mere mortals, we don't need&nbsp; to copy every move of the Oracle of Omaha.&nbsp; We definitely don't need to panic sell Nvidia just because he trimmed Apple.\nWe are trying to buy good companies at fair prices without losing sleep.\nIs it time to buy Nvidia or Microsoft?\nYes if you believe that these companies will still dominate 5 to 10 years from now.\nBuffett once said:\nOpportunities come infrequently.&nbsp; When it rains gold, put out the bucket, not the thimble.\nWhen it does I will be standing outside with a bucket.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/7573f19bed012118a302011a49751c31\"></t-t></body></html>","text":"🧧🧧🧧Should we follow Warren Buffett & sit on cash? 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