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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again

100 most recent posts by BreckHutHigh⎊Shrewdness 3
  Author Board Recs Date
Re: Gemini a better model than most think?
BreckHutHighAlphabet309/30/26
Re: Kara Swisher and Scott Galloway
BreckHutHighBerkshire Hathaway709/30/26
Re: 2026 BN Investor Day
BreckHutHighBrookfield Corporation809/27/26
Re: OT - new Howard Marks letter
BreckHutHighBerkshire Hathaway709/22/26
Re: OT - new Howard Marks letter
BreckHutHighBerkshire Hathaway309/22/26
Gemini a better model than most think?
BreckHutHighAlphabet309/19/26
OT:Hyperscaler Capex Returns
BreckHutHighBerkshire Hathaway409/18/26
OT: Brooks Running
BreckHutHighBerkshire Hathaway809/12/26
B 200
BreckHutHighNvidia-09/07/26
H100
BreckHutHighNvidia-09/07/26
Chip Diplomacy
BreckHutHighNvidia-09/05/26
Re: Crying Face?
BreckHutHighNvidia-09/03/26
Spreadsheet Jockeys
BreckHutHighNvidia-08/27/26
Re: Post Earnings
BreckHutHighNvidia-08/27/26
Satya on Hyperscaler ROIC
BreckHutHighMicrosoft108/18/26
Re: 13F
BreckHutHighBerkshire Hathaway108/14/26
BRK's GOOG(L) Position
BreckHutHighAlphabet308/14/26
Coreweave CEO
BreckHutHighNvidia108/13/26
Re: Jassy on AI infrastructure economics
BreckHutHighAlphabet308/13/26
Re: Jassy on AI infrastructure economics
BreckHutHighAlphabet608/11/26
AI Slop Summary of Q2
BreckHutHighBerkshire Hathaway408/08/26
OXY Report
BreckHutHighBerkshire Hathaway1208/07/26
Re: Jassy on AI infrastructure economics
BreckHutHighAmazon208/06/26
1st Earnings Call
BreckHutHighSpace Exploration Technologies-08/05/26
Re: Jassy on AI infrastructure economics
BreckHutHighBerkshire Hathaway-08/04/26
Re: Jassy on AI infrastructure economics
BreckHutHighBerkshire Hathaway608/04/26
Gavin Baker on SpaceX
BreckHutHighSpace Exploration Technologies-08/04/26
Re: Jassy on AI infrastructure economics
BreckHutHighBerkshire Hathaway108/04/26
Re: Jassy on AI infrastructure economics
BreckHutHighAlphabet408/02/26
Re: Jassy on AI infrastructure economics
BreckHutHighAmazon308/02/26
Re: Jassy on AI infrastructure economics
BreckHutHighBerkshire Hathaway107/31/26
Jassy on AI infrastructure economics
BreckHutHighBerkshire Hathaway1107/31/26
Jassy on AI infrastructure economics
BreckHutHighAmazon307/31/26
Jassy on AI infrastructure economics
BreckHutHighAlphabet307/31/26
Buffett behind GOOG(L) Purchase
BreckHutHighAlphabet307/16/26
Re: Warren initiated the GOOG position
BreckHutHighBerkshire Hathaway107/16/26
Re: Brk in big deal with goog.
BreckHutHighBerkshire Hathaway206/07/26
Re: Investor Presentation June 3
BreckHutHighAlphabet306/05/26
Satya Nadella Interview...
BreckHutHighMicrosoft-06/04/26
Alphabet Investor Presentation
BreckHutHighBerkshire Hathaway806/03/26
Investor Presentation June 3
BreckHutHighAlphabet406/03/26
Ben Thompson
BreckHutHighBerkshire Hathaway106/02/26
Ben Thompson
BreckHutHighAlphabet306/02/26
Re: Make Berkshire Compound Again!
BreckHutHighBerkshire Hathaway1006/02/26
Re: Make Berkshire Compound Again!
BreckHutHighBerkshire Hathaway506/02/26
Re: Brk in big deal with goog.
BreckHutHighBerkshire Hathaway206/01/26
BRK buys $10B more GOOG(L)
BreckHutHighAlphabet106/01/26
Re: Brk in big deal with goog.
BreckHutHighBerkshire Hathaway406/01/26
Re: CDS and hyperscaler lending
BreckHutHighBerkshire Hathaway-05/25/26
Re: CDS and hyperscaler lending
BreckHutHighBerkshire Hathaway305/24/26
Re: Building Arks
BreckHutHighBrookfield Corporation705/22/26
Peter Diamandis - GOOGL I/O
BreckHutHighAlphabet305/21/26
Vitaliy Katsenelson on Abel
BreckHutHighBerkshire Hathaway605/21/26
Bought More @ $219.6
BreckHutHighNvidia-05/21/26
Post Earnings
BreckHutHighNvidia-05/21/26
Re: brk, increasing demand for the common
BreckHutHighBerkshire Hathaway105/21/26
Re: Bought Alphabet, NYT, Lennar
BreckHutHighBerkshire Hathaway-05/15/26
Re: Bought Alphabet, NYT, Lennar
BreckHutHighBerkshire Hathaway105/15/26
BRK adds GOOGL
BreckHutHighAlphabet305/15/26
New Position for Ackman
BreckHutHighMicrosoft-05/15/26
Re: Paul Tudor Jones
BreckHutHighBerkshire Hathaway205/07/26
Re: Buying opportunity?
BreckHutHighFairfax Financial105/02/26
Re: Valuation
BreckHutHighAlphabet604/30/26
Re: YouTube and Sirius XM
BreckHutHighAlphabet104/30/26
Re: ADP
BreckHutHighFalling Knives304/29/26
Paul Tudor Jones
BreckHutHighBerkshire Hathaway704/28/26
Re: ADP
BreckHutHighFalling Knives204/27/26
Jassy Letter
BreckHutHighAmazon904/09/26
Re: Building Arks
BreckHutHighBrookfield Corporation404/08/26
Sundar Interview
BreckHutHighAlphabet404/07/26
Dimon Letter
BreckHutHighBerkshire Hathaway304/06/26
Waymo Update
BreckHutHighAlphabet504/04/26
The Great GPU Shortage
BreckHutHighNvidia-04/02/26
Bought More @ $179.4
BreckHutHighNvidia-03/19/26
Re: Building Arks
BreckHutHighBrookfield Corporation303/19/26
Re: Investor AB
BreckHutHighNon-US Stocks103/12/26
$1.9 Trillion in 10 Years
BreckHutHighAlphabet203/07/26
Building Arks
BreckHutHighBrookfield Corporation202/26/26
Re: OT mostly: forevers
BreckHutHighBerkshire Hathaway302/24/26
Bought More @ $198.55
BreckHutHighAmazon-02/17/26
In Huang We Trust
BreckHutHighNvidia-02/17/26
Bought More Today @ $180
BreckHutHighNvidia-02/17/26
Bought more @192.08
BreckHutHighNvidia102/10/26
Re: Bought $202
BreckHutHighAmazon102/07/26
Re: Earnings
BreckHutHighAlphabet302/04/26
Re: Maia 200 Chip
BreckHutHighMicrosoft-01/27/26
Re: Earnings Preview
BreckHutHighAlphabet201/26/26
Re: Recent purchases
BreckHutHighMicrosoft-01/26/26
Re: Recent purchases
BreckHutHighMicrosoft-01/26/26
Satya Nadella
BreckHutHighMicrosoft101/25/26
Recent purchases
BreckHutHighMicrosoft101/25/26
Search: Still Not Dead?
BreckHutHighAlphabet401/17/26
Huang: "just the beginning "
BreckHutHighNvidia201/12/26
Re: Googl/Walmart
BreckHutHighAlphabet201/12/26
Apple Picks Gemini
BreckHutHighAlphabet501/12/26
GOOGL/Walmart/Wing
BreckHutHighAlphabet101/11/26
Googl/Walmart
BreckHutHighAlphabet201/11/26
Google Finance Upgrade
BreckHutHighAlphabet301/08/26
Re: OT: American Resilience
BreckHutHighBerkshire Hathaway612/31/25
OT: American Resilience
BreckHutHighBerkshire Hathaway1412/30/25

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