The latest 13F filing from Berkshire Hathaway offers a glimpse into Warren Buffett's investment strategy as he prepares to step down as CEO. Several key takeaways emerge from the filing: Concentration Remains Key: Despite some adjustments, the top ten holdings still account for 88% of the portfolio, reflecting Buffett's long-standing approach of concentrating investments in a few high-conviction bets. Apple Adjustment: The trimming of Apple for the third consecutive quarter may indicate that Buffett views the stock as fully valued or is rebalancing the portfolio. However, Apple remains a significant holding, suggesting that Berkshire still sees long-term value in the company. Amazon Reduction: The substantial cut in Amazon holdings (over 77%) is noteworthy. This could be due to valuation c

Meta's decision to expand!!!!! its partnership with Nvidia, planning to deploy millions of Nvidia AI chips, signifies a significant deepening of their infrastructure collaboration. This move has several implications for both companies and the broader tech industry: Nvidia's Growth Prospects: The large-scale deployment of Nvidia's AI chips by Meta underscores the growing demand for advanced computing solutions in the tech sector. This partnership could contribute substantially to Nvidia's revenue growth, potentially securing its stock performance in the short to medium term. Meta's AI Ambitions: By integrating Nvidia's chips, including the upcoming Vera Rubin architecture and, notably, the Grace CPU into its standalone computing systems for the first time, Meta is bolstering its AI capabili

Factors Influencing S-REITs and the Singapore Housing Market Economic Growth and Stability Singapore's economic growth significantly impacts both the housing market and S-REITs. Strong GDP growth, like the 4.8% seen in 2025, typically supports demand for residential properties and commercial spaces, benefiting REITs. Singapore's macro resilience and stability amid global political risks and uneven growth can attract capital, acting as a safe haven. Interest Rate Environment Interest rates play a crucial role for REITs, as they often rely on borrowing for expansion and refinancing. Higher interest rates increase financing costs, potentially affecting profitability and dividend payouts. The Monetary Authority of Singapore (MAS) may maintain a hawkish hold at policy meetings and could increas

Comprehensive Analysis of Intel (INTC) Stock Price and Performance Intel (INTC) stock closed at $46.96 on January 16, 2026, with a daily change of -1.36 (-2.81%). The stock has a 52-week high of $50.39 and a 52-week low of $17.665. In the first few trading days of 2026, Intel's stock was up an impressive 31%, significantly outpacing the broader market. Over the last year, Intel has delivered 145.6% returns. The stock gained 7.33% on a Tuesday, closing at $47.29, driven by KeyBanc's comments on strong AI server demand. Another surge of nearly 7% occurred after investor approval of its new product lineup unveiled at CES, including a gaming-focused processor and platform. Financial Performance Intel is scheduled to report its fourth-quarter and full-year 2025 financial results on Thursday, Ja

Figma's impressive Q4 earnings report, with 40% revenue growth and a significant beat on adjusted EPS, has certainly sent a positive signal to investors, as evidenced by the nearly 16% jump in premarket shares. The guidance for Q1 and FY2026 also exceeded expectations, suggesting a strong momentum for the company. The acceleration in AI traction, with a 70% QoQ increase in Figma Make weekly active users, is particularly noteworthy. This, combined with strategic partnerships with Anthropic and OpenAI, reinforces Figma's position as a leader in the AI-enhanced design and collaboration space. As for whether Figma is proving that AI enhances its offerings, the numbers seem to suggest a positive correlation. The company's ability to integrate AI capabilities into its platform appears to be driv

Based on the detailed earnings data and strategic context, here's a direct assessment: Yes, the iPhone reacceleration is likely enough to mark a durable bottom for the stock, provided it signals the beginning of a multi-quarter upgrade cycle fueled by AI integration and ecosystem monetization—not just pent-up demand. Here's why: The Case for a Durable Bottom & Long-Term Buy Not Just a Rebound—A Narrative Shift The surprise wasn't just iPhone sales—it was broad-based strength (all regions, record services) combined with aggressive R&D investment (32% increase). This suggests Apple is transitioning from a "hardware replacement cycle" story to an "AI-driven ecosystem monetization" story. That pivot can support a higher valuation floor. Installed Base as a Moat

If forced to pick one stock from the WallStreetBets Top 10 for 2026, Amazon (AMZN) would be a logical choice due to its diversified business model, including its dominant cloud service AWS and resilient e-commerce, which offers a balance of growth and stability compared to more speculative picks like AST SpaceMobile or Rocket Lab.

Tesla (TSLA) Robotaxi and Optimus Impact on 2026 Earnings Narrative While Tesla is making significant strides in its AI roadmap, the Robotaxi and Optimus timelines are unlikely to materially change Tesla's earnings narrative in 2026 in terms of substantial revenue or profit generation, though they will continue to lay the groundwork for future growth. Robotaxi Service Timeline and Scope: Tesla began removing safety monitors from its Robotaxis in Austin in January 2026, and a small fleet has been operating in Austin and San Francisco since mid-2025. The Robotaxi iOS app no longer has a waitlist in served areas, and coverage is planned for Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of 2026. Earnings Impact in 2026: While expanding, the Robotaxi service i

The semiconductor and storage market appears to be in an AI-driven supercycle, with SanDisk (SNDK) and Western Digital (WDC) experiencing significant gains due to accelerating AI-driven demand. 1. Current Market Conditions and AI-Driven Supercycle SanDisk (SNDK) saw its shares rise over 5% overnight, and is up 871% since its spin-off in early 2025, largely due to explosive demand for AI flash storage. Its BiCS8 technology, delivering high-capacity, power-efficient SSDs, is particularly suited for AI applications. SNDK closed at $409.24 on January 15, 2026, with a 52-week high of $423.35. Western Digital (WDC) rose over 3% overnight, and is on a 5-day continuous rise, reaching a 52-week high of $230.48. It closed at $222.10 on January 15, 2026. WDC's growth is fueled by strong demand for st

1. Analysis of Tesla's Autonomy Upside and Market Pricing The market's valuation of Tesla is increasingly bifurcated between its current automotive business and its future potential in autonomy and robotics. The recent stock reaction to CEO Elon Musk's comments suggests the market is highly responsive to updates on these future technologies. Arguments that the market may be underpricing the upside: Valuation Shift in Focus: Analysts note that investor focus for Tesla's upcoming earnings has shifted from traditional financial metrics to progress on "unsupervised FSD, Robotaxi, and the Optimus robot". This indicates the market is attempting to price in a future that is still under development. Strategic Bet on AI: Tesla is explicitly framing itself as an "AI & Robotics" company, developi