⁠Wall St Engine
WARREN BUFFETT’S CASH STACK: A DECADE OF GROWTH

2015: $63B
2016: $85B
2017: $92B
2018: $120B
2019: $136B
2020: $140B
2021: $149B
2022: $109B
2023: $157B
2024: $334B
Q1'25: $347.7B https://t.co/vCLutmXAYv
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⁠Wall St Engine
Berkshire Hathaway just posted Q1 2025 results and here's everything u need to know from earnings and the Buffett annual shareholder meeting:

Thread (1/x) 🧵
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⁠Wall St Engine
Warren Buffett says the U.S. should trade with the world, should not be used as a weapon: “We should do what we do best, they should do what they do best. Trade can be an act of war, but it shouldn’t be a weapon.” Adds: “The U.S. has already won—what we’ve built is unmatched.” https://t.co/0zWumLuzW5
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⁠Investing visuals
Interesting for $HOOD investors: interview with CEO @vladtenev about their Q1 results 👌

🔴 LIVE - $HOOD Q1 '25 EARNINGS Q&A WITH CEO @VLADTENEV https://t.co/bKj7dANhA3 - Stocktwits
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⁠Dimitry Nakhla | Babylon Capital®
The S&P 500 $SPY rose 9 days in a row, its longest win streak in 20 years 📈

Did you miss one of the most historic runs in recent history?

Don’t worry

Here are 5 high-quality stocks STILL trading at attractive valuations 🧵 https://t.co/3AJT7hPmD4
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⁠Wall St Engine
Warren Buffett: "Be very careful who you work for, because you will take on the habits of the people around you."
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⁠Wall St Engine
Warren Buffett: “The longer-term trend is up, but I—and nobody else—knows what the market will do short term.”
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⁠App Economy Insights
$BRK Berkshire Hathaway Q1 FY25.

"The one problem with the investment business is that things don't come along in an orderly fashion." ~ Warren Buffett.

• Net profit $4.7B.
• Segment margin 13% (-1pp Y/Y).
• Investment losses (unrealized) $6.4B.
• Cash and short-term securities $348B.
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⁠Wall St Engine
RT @wallstengine: If you support this account, go ahead and like ♥️ this post. I’m committed to sharing quality and accurate information and will always do my best to avoid spreading anything misleading or false.
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⁠Wall St Engine
Warren Buffett’s advice for young peoplel:

• Surround yourself with people who make you better
• Pick mentors you admire — you’ll pick up their habits
• Don’t chase high starting salaries; chase learning
• Do work you’d do even if money wasn’t a factor
• Be around those who bring the best out of others
• If you’re born in the U.S., “you’ve already won the game”
• And if you’re lucky, find your passion early — that’s the real win
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⁠Investing visuals
$NBIS 20-F quote:

"A comprehensive suite of AI services – from data preparation to model deployment – within a single environment, eliminating the need for multiple vendors and resulting in efficiencies, reduced operational complexity and improved ROI"

This perfectly reinforces what I shared earlier: $NBIS is building vertically integrated AI offerings.

The all-in-one AI package👌

Why I believe Nebius $NBIS has a lot of potential (hint: it is not their hardware business) 👇

$NBIS is a so called "Neo-Cloud" business. Providing GPU compute capacity to other businesses. Due to their own high-tech datacenter they can do so at competitive pricing.

But...this is where the near to mid-term growth is and only a part of what makes $NBIS compelling to me. The most interesting part is their vertically integrated offerings.

A full stack AI platform: from bare metal hardware consisting of GPU & datacenters, to managed cloud clusters, to a software stack they are building on top of it.

To me, its software stack is the most interesting part long term. If GPU's become a commodity, their biggest driver of growth could be the software ecosystem that they are currently building. Toloka is a great example growing 140% YoY. The more they build on top of their own infrastructure, the wider $NBIS moat will become.

Oh and let's not forget $NBIS autonomous driving and delivery robots (Avride) plus its EdTech business (Tripleten).

Love it. - Investing visuals
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⁠Wall St Engine
Buffett: This hasn’t been a dramatic bear market... If being down 15% shakes you, you may need a new philosophy.

The Dow was 240 when I was born—now it’s over 40K. Stocks only go up long term. Somewhere in next 20Yrs There’ll be a crash & you should invest heavily when it comes. https://t.co/PbEQPAzCeX
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⁠App Economy Insights
What are you watching this week?

• Monday: $PLTR, $HIMS
• Tuesday: $AMD, $ANET, $CELH, $DDOG
• Wednesday: $APP, $DIS, $UBER, $NVO
• Thursday: $MELI, $SHOP, $TTD, $COIN

All visualized in our PRO coverage next Saturday. https://t.co/iCD6j5AqE6
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