Aug. 10 at 3:29 PM
$BRK.A
$ZIM $DOCS $AMAT $ANET Berkshire Hathaway provides diversified earnings and strong capital allocation, ZIM remains tied to container-shipping rates, Doximity benefits from physician engagement, Applied Materials benefits from semiconductor capex, and Arista benefits from AI networking demand. I'm watching capital allocation, freight rates, healthcare adoption, chip spending, and AI infrastructure.