I’m convinced! If there’s only one investment company in the world that can survive, it has to be Buffett’s Berkshire! Are you all wondering why? Buffett’s Berkshire team is made up of the world’s top investment elites. Even though they clearly knew NVIDIA would skyrocket and recognized its value when it was at a low point, they still didn’t buy in—just like how they didn’t invest in Bitcoin back in the day. Why is that? I finally found the answer. Let me know if you think it makes sense. Buffett is 98 years old this year. He’s eaten more salt than we’ve eaten rice. He’s seen countless tech giants get disrupted by new technologies, like Nokia, Motorola, HP, Yahoo, BlackBerry, Kodak, Intel, IBM, and Cisco—all of which were once industry leaders. NVIDIA doesn’t meet any of Berkshire’s investment criteria. Not a single one. Their investment philosophy for companies: no need for continuous cash burn, not vulnerable to technological disruption, stable monopoly for 20 years, and customers without strong motivation to “defect.” The companies they’ve heavily invested in—Coca-Cola, Apple, American Express, Bank of America—all meet these criteria. But NVIDIA doesn’t meet any of them. What they want is stability, simplicity, no cash burn, no competition stealing business, and long-term guaranteed profits. But NVIDIA is a cyclical business, requires massive ongoing R&D investment, and its major clients—Google, Microsoft, Amazon, Meta, OpenAI—are all heavily investing in developing their own AI chips. This means customers are turning into competitors, and the long-term outlook is unpredictable. I believe this is the root reason why Buffett’s Berkshire, despite knowing NVIDIA could make money, chose not to invest.