May. 8 at 8:30 AM
$HWM $NVDA $MSFT $GOOG $AMZN
The market is moving fast again. Artificial intelligence dominates headlines, trillion-dollar valuations are expanding almost weekly, and investors are rushing toward anything tied to chips, data centers, or automation. But while excitement continues building, another signal is emerging quietly in the background: some of the world’s most disciplined capital allocators are becoming increasingly cautious.
Warren Buffett’s nearly
$400 billion cash position is not just a defensive move—it reflects a growing gap between market enthusiasm and valuation reality. That tension is creating one of the most important...
https://www.wizeinvesting.com/p/how-hwm-delivered-664-gains-in-5-years
