@aleabitoreddit· options / flow
Sep 7Uhh chat, did we accidentally AI bottleneck-pill Warren Buffett's $BRK.B successor Greg Abel? https://t.co/FnHS87s6XN
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Uhh chat, did we accidentally AI bottleneck-pill Warren Buffett's $BRK.B successor Greg Abel? https://t.co/FnHS87s6XN
I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout. - $40B ATM, $30B offerings, Berkshire $10B Upstream ecosystem from $LITE to $AVGO to Mediatek to $TSM to $MU should go brrr. Not sure if the Google holders are though, given this massive capex scale isn’t as funded by FCF.