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$SPECIAL · Google Taps Berkshire, History of Confidential IPO Filings, AI Executive Order, Putin's Longevity
now playing · $SPECIAL
$SPECIALbullish· high· posnate kavanagh
Special launches AI-powered holdco for main street services, starting with at-home senior care brand Figure
Special applies DOGE-style efficiency playbook to $10T main street economy, using AI to automate 40% back-office costs in labor-intensive regulated industries, sharing savings wit…
$IMPULSE-SPACEbullish· high· postom mueller
Impulse Space raises $500M Series D for Helios orbital transfer vehicle, enabling 10x payload to Moon via Falcon 9
Impulse's Helios third stage adds 12 tons of propellant to Falcon 9, delivering 10x payload to Moon and 5x to Mars at fraction of Falcon Heavy cost, with Starship as demand accele…
$BOARDbullish· high· posbin putnam
Board raises $20M from USV for AI-powered tabletop gaming platform with user-generated content
Board's physical-digital gaming system enables families to create and share games via AI vibe coding, expanding beyond hardcore gamers to broad demographic including grandparents…
$GOOGL···bullish· highjohn coogan
Alphabet raises $80B equity with Berkshire backing to fund AI infrastructure
Alphabet is leveraging its search monopoly cash flow to fund massive AI data center buildout, using equity to share risk of uncertain AI returns while Berkshire's investment signa…
$BRK.A···bullish· highjohn coogan
Berkshire deploys $10B into Alphabet and $6.8B for Taylor Morrison, betting on AI infrastructure and housing recovery
Berkshire is pattern-matching its See's Candy cash cow funding railroad strategy to Google's search cash funding AI data centers, while simultaneously betting on US housing shorta…
$QCOM···bullish· mediumjohn coogan
Qualcomm identified as Buffett-style AI play with durable business model and AI optionality
Qualcomm offers AI exposure through its modem and edge compute chips while maintaining a durable licensing business that fits Buffett's value framework without heroic assumptions.
$META···neutral· lowjohn coogan
Meta's strong fundamentals contrast with stock lagging AI peers, prompting buyback speculation
Meta generates $164B gross profit on $200B revenue with 82% margins growing 22%, but trades near Tesla's market cap despite vastly superior profitability, suggesting potential und…
$TMHC···bullish· mediumjohn coogan
Berkshire acquires Taylor Morrison at 24% premium, betting on housing shortage and build-to-rent tailwinds
Taylor Morrison focuses on higher-end move-up buyers and build-to-rent communities, positioning it well for structural housing shortage and pent-up demand when rates decline.
$OPENAIbullish· mediumjohn coogan
OpenAI breaks ground on 1GW Stargate Michigan data center with closed-loop cooling to address water concerns
OpenAI's massive dedicated data center signals continued aggressive compute scaling, using innovative cooling to mitigate environmental constraints on AI infrastructure growth.
$NVDA···bullish· mediumjohn coogan
Nvidia pushes local AI compute with new laptop chips, targeting on-premise inference for consumers
Nvidia is preempting shift to local AI inference by putting data-center class chips in consumer laptops, enabling near-frontier model inference at home and reducing cloud dependen…