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Best Of |
| Author | Board | Recs | Date | |
B 200 | BreckHutHigh | Nvidia | - | 09/07/26 |
H100 | BreckHutHigh | Nvidia | - | 09/07/26 |
Chip Diplomacy | BreckHutHigh | Nvidia | - | 09/05/26 |
Re: Crying Face? | BreckHutHigh | Nvidia | - | 09/03/26 |
Spreadsheet Jockeys | BreckHutHigh | Nvidia | - | 08/27/26 |
Re: Post Earnings | BreckHutHigh | Nvidia | - | 08/27/26 |
Satya on Hyperscaler ROIC | BreckHutHigh | Microsoft | 1 | 08/18/26 |
Re: 13F | BreckHutHigh | Berkshire Hathaway | 1 | 08/14/26 |
BRK's GOOG(L) Position | BreckHutHigh | Alphabet | 3 | 08/14/26 |
Coreweave CEO | BreckHutHigh | Nvidia | 1 | 08/13/26 |
Re: Jassy on AI infrastructure economics | BreckHutHigh | Alphabet | 3 | 08/13/26 |
Re: Jassy on AI infrastructure economics | BreckHutHigh | Alphabet | 6 | 08/11/26 |
AI Slop Summary of Q2 | BreckHutHigh | Berkshire Hathaway | 4 | 08/08/26 |
OXY Report | BreckHutHigh | Berkshire Hathaway | 12 | 08/07/26 |
Re: Jassy on AI infrastructure economics | BreckHutHigh | Amazon | 2 | 08/06/26 |
1st Earnings Call | BreckHutHigh | Space Exploration Technologies | - | 08/05/26 |
Re: Jassy on AI infrastructure economics | BreckHutHigh | Berkshire Hathaway | - | 08/04/26 |
Re: Jassy on AI infrastructure economics | BreckHutHigh | Berkshire Hathaway | 6 | 08/04/26 |
Gavin Baker on SpaceX | BreckHutHigh | Space Exploration Technologies | - | 08/04/26 |
Re: Jassy on AI infrastructure economics | BreckHutHigh | Berkshire Hathaway | 1 | 08/04/26 |
Re: Jassy on AI infrastructure economics | BreckHutHigh | Alphabet | 4 | 08/02/26 |
Re: Jassy on AI infrastructure economics | BreckHutHigh | Amazon | 3 | 08/02/26 |
Re: Jassy on AI infrastructure economics | BreckHutHigh | Berkshire Hathaway | 1 | 07/31/26 |
Jassy on AI infrastructure economics | BreckHutHigh | Berkshire Hathaway | 11 | 07/31/26 |
Jassy on AI infrastructure economics | BreckHutHigh | Amazon | 3 | 07/31/26 |
Jassy on AI infrastructure economics | BreckHutHigh | Alphabet | 2 | 07/31/26 |
Buffett behind GOOG(L) Purchase | BreckHutHigh | Alphabet | 3 | 07/16/26 |
Re: Warren initiated the GOOG position | BreckHutHigh | Berkshire Hathaway | 1 | 07/16/26 |
Re: Brk in big deal with goog. | BreckHutHigh | Berkshire Hathaway | 2 | 06/07/26 |
Re: Investor Presentation June 3 | BreckHutHigh | Alphabet | 3 | 06/05/26 |
Satya Nadella Interview... | BreckHutHigh | Microsoft | - | 06/04/26 |
Alphabet Investor Presentation | BreckHutHigh | Berkshire Hathaway | 8 | 06/03/26 |
Investor Presentation June 3 | BreckHutHigh | Alphabet | 4 | 06/03/26 |
Ben Thompson | BreckHutHigh | Berkshire Hathaway | 1 | 06/02/26 |
Ben Thompson | BreckHutHigh | Alphabet | 3 | 06/02/26 |
Re: Make Berkshire Compound Again! | BreckHutHigh | Berkshire Hathaway | 10 | 06/02/26 |
Re: Make Berkshire Compound Again! | BreckHutHigh | Berkshire Hathaway | 5 | 06/02/26 |
Re: Brk in big deal with goog. | BreckHutHigh | Berkshire Hathaway | 2 | 06/01/26 |
BRK buys $10B more GOOG(L) | BreckHutHigh | Alphabet | 1 | 06/01/26 |
Re: Brk in big deal with goog. | BreckHutHigh | Berkshire Hathaway | 4 | 06/01/26 |
Re: CDS and hyperscaler lending | BreckHutHigh | Berkshire Hathaway | - | 05/25/26 |
Re: CDS and hyperscaler lending | BreckHutHigh | Berkshire Hathaway | 3 | 05/24/26 |
Re: Building Arks | BreckHutHigh | Brookfield Corporation | 7 | 05/22/26 |
Peter Diamandis - GOOGL I/O | BreckHutHigh | Alphabet | 3 | 05/21/26 |
Vitaliy Katsenelson on Abel | BreckHutHigh | Berkshire Hathaway | 6 | 05/21/26 |
Bought More @ $219.6 | BreckHutHigh | Nvidia | - | 05/21/26 |
Post Earnings | BreckHutHigh | Nvidia | - | 05/21/26 |
Re: brk, increasing demand for the common | BreckHutHigh | Berkshire Hathaway | 1 | 05/21/26 |
Re: Bought Alphabet, NYT, Lennar | BreckHutHigh | Berkshire Hathaway | - | 05/15/26 |
Re: Bought Alphabet, NYT, Lennar | BreckHutHigh | Berkshire Hathaway | 1 | 05/15/26 |
BRK adds GOOGL | BreckHutHigh | Alphabet | 3 | 05/15/26 |
New Position for Ackman | BreckHutHigh | Microsoft | - | 05/15/26 |
Re: Paul Tudor Jones | BreckHutHigh | Berkshire Hathaway | 2 | 05/07/26 |
Re: Buying opportunity? | BreckHutHigh | Fairfax Financial | 1 | 05/02/26 |
Re: Valuation | BreckHutHigh | Alphabet | 6 | 04/30/26 |
Re: YouTube and Sirius XM | BreckHutHigh | Alphabet | 1 | 04/30/26 |
Re: ADP | BreckHutHigh | Falling Knives | 3 | 04/29/26 |
Paul Tudor Jones | BreckHutHigh | Berkshire Hathaway | 7 | 04/28/26 |
Re: ADP | BreckHutHigh | Falling Knives | 2 | 04/27/26 |
Jassy Letter | BreckHutHigh | Amazon | 9 | 04/09/26 |
Re: Building Arks | BreckHutHigh | Brookfield Corporation | 4 | 04/08/26 |
Sundar Interview | BreckHutHigh | Alphabet | 4 | 04/07/26 |
Dimon Letter | BreckHutHigh | Berkshire Hathaway | 3 | 04/06/26 |
Waymo Update | BreckHutHigh | Alphabet | 5 | 04/04/26 |
The Great GPU Shortage | BreckHutHigh | Nvidia | - | 04/02/26 |
Bought More @ $179.4 | BreckHutHigh | Nvidia | - | 03/19/26 |
Re: Building Arks | BreckHutHigh | Brookfield Corporation | 3 | 03/19/26 |
Re: Investor AB | BreckHutHigh | Non-US Stocks | 1 | 03/12/26 |
$1.9 Trillion in 10 Years | BreckHutHigh | Alphabet | 2 | 03/07/26 |
Building Arks | BreckHutHigh | Brookfield Corporation | 2 | 02/26/26 |
Re: OT mostly: forevers | BreckHutHigh | Berkshire Hathaway | 3 | 02/24/26 |
Bought More @ $198.55 | BreckHutHigh | Amazon | - | 02/17/26 |
In Huang We Trust | BreckHutHigh | Nvidia | - | 02/17/26 |
Bought More Today @ $180 | BreckHutHigh | Nvidia | - | 02/17/26 |
Bought more @192.08 | BreckHutHigh | Nvidia | 1 | 02/10/26 |
Re: Bought $202 | BreckHutHigh | Amazon | 1 | 02/07/26 |
Re: Earnings | BreckHutHigh | Alphabet | 3 | 02/04/26 |
Re: Maia 200 Chip | BreckHutHigh | Microsoft | - | 01/27/26 |
Re: Earnings Preview | BreckHutHigh | Alphabet | 2 | 01/26/26 |
Re: Recent purchases | BreckHutHigh | Microsoft | - | 01/26/26 |
Re: Recent purchases | BreckHutHigh | Microsoft | - | 01/26/26 |
Satya Nadella | BreckHutHigh | Microsoft | 1 | 01/25/26 |
Recent purchases | BreckHutHigh | Microsoft | 1 | 01/25/26 |
Search: Still Not Dead? | BreckHutHigh | Alphabet | 4 | 01/17/26 |
Huang: "just the beginning " | BreckHutHigh | Nvidia | 2 | 01/12/26 |
Re: Googl/Walmart | BreckHutHigh | Alphabet | 2 | 01/12/26 |
Apple Picks Gemini | BreckHutHigh | Alphabet | 5 | 01/12/26 |
GOOGL/Walmart/Wing | BreckHutHigh | Alphabet | 1 | 01/11/26 |
Googl/Walmart | BreckHutHigh | Alphabet | 2 | 01/11/26 |
Google Finance Upgrade | BreckHutHigh | Alphabet | 3 | 01/08/26 |
Re: OT: American Resilience | BreckHutHigh | Berkshire Hathaway | 6 | 12/31/25 |
OT: American Resilience | BreckHutHigh | Berkshire Hathaway | 14 | 12/30/25 |
Re: Li Liu Interview | BreckHutHigh | Berkshire Hathaway | - | 12/16/25 |
Li Liu Interview | BreckHutHigh | Berkshire Hathaway | 13 | 12/16/25 |
Waymo's Surge | BreckHutHigh | Alphabet | 7 | 12/09/25 |
Waymo Saving Lives | BreckHutHigh | Alphabet | 7 | 12/03/25 |
Alex Karp | BreckHutHigh | Alphabet | 3 | 11/30/25 |
Elon on Google | BreckHutHigh | Alphabet | 4 | 11/30/25 |
Re: A thought about AI | BreckHutHigh | Berkshire Hathaway | 1 | 11/22/25 |
Re: Gemini 3 | BreckHutHigh | Alphabet | 1 | 11/22/25 |
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