Relly | 期权策略/宏观分析|Sep 06, 2026 21:07
BRK's new CEO, Buffett's successor, new interview
The company currently has only two confirmed ways to profit from AI:
1. Selling electricity to data centers
2. Investing in solana: CWr8CzC1gCz7KhDMSUAjathCoSyVE7MxauNT75Bimoon
I see a lot of data center stocks on X like IREN, NBIS, CRWV. Investors are getting overly excited after seeing the news, but they haven't figured out the basic logic. If we compare AI infrastructure to a wooden barrel, electricity is currently the shortest plank. Berkshire Hathaway owns a bunch of power companies, so it can indeed benefit from the AI infrastructure era. Berkshire is making money from large data centers, not giving money to them.
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