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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: LongTermBRK ✸  😊 😞
Number: of 16625 
Subject: Re: Berkshire’s cash and next crash
Date: 07/31/2025 10:12 AM
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>>Agree the Mag 7 doesn’t compare to .com
However, caution is warranted perhaps.

The AI capex is not going through the P&L accounts, or operating cashflow and is being depreciated over quite long time frames. See Meta’s cash burn.

Also see Microsoft’s declining margins.<<

Couldn't agree more. Great points. Caution is extremely warranted. The better comparison is the Nifty 50 of the 70s. Which is today a Nifty 7 version. Many of those Nifty 50 stocks were good businesses for decades. But the stock investments collectively in that era were clunkers for a long time. The extent to which AI extrapolations are a significant part of THESE valuations today adds even more fundamental risk going forward.
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