u/Madison_369

BRK is up ~86% over 5 years, beating the S&P 500’s ~74% return despite holding >$300B in cash. Large cash balance provides ballast against drawdowns while full equity exposure offers upside, making BRK an attractive risk-adjusted compounder. BRK can serve as a core value holding that may outperform broad indices, especially if AI-led tech concentration unwinds. Prolonged AI bull market could keep tech-heavy indices ahead; BRK’s cash drag could underperform in a continued melt-up; management succession and concentration in insurance/energy are also factors. No additional actionable trade ideas explicitly supported in the post.

Author sold MSFT and plans to rotate ~80% into META, citing legal one-offs and strong core ad business. AI-driven ad targeting and recommendations can lift revenue enough to justify capex and re-rate META. Long META as a direct B2C AI monetization play versus AI-capex-dependent peers. Zuck spending/leadership risk, ad slowdown, regulatory/legal overhang.