I beat the market in 2025 by doing what most investors won’t: Concentration but with sector diversification. A simple Buffett rule: few great companies > many shiny stocks. Want the one-pager? Like + comment 👇

I’m convinced AMD was priced for 2027 🚀 Revenue +32% vs OpEx +36% definitely not a danger zone. Future looks even brighter. Read my analysis. We are buying more $AMD at 200$! Check the slide 2025 numbers are impressive! #AI #Investing

Microsoft is integrating Copilot across every SaaS layer, step by step. This is the fastest path to mass AI adoption.

What's going on?

Big news for the semiconductor company!

$HIMS down ~22% today after $NVO lawsuit + tighter FDA enforcement. This is why I’m cautious with drug-dependent healthcare: too many legal & regulatory unknowns. I stick to businesses I can deeply understand and hold long term. Predictability > hype.

Anthropic shows 37% of AI conversations come from computer & math roles (coding, debugging, building apps). Now you see why Microsoft is such a strong AI play: GitHub Copilot sits exactly where usage is highest. Own the picks & shovels of AI adoption.

💡 The stock market rewards time, not timing. Buy strong businesses, hold for years, and let compounding do the heavy lifting. We follow the top long-term investors and it shows: we consistently beat the market. #ValueInvesting

If you want a clear illustration of the AI threat to legacy software, look at Dassault Systèmes’ FY2025. The digital-twin and AI pivot could give it a strong edge long term. But for now, growth is modest and the transition will take time. High potential. High execution risk.

Here’s what happened if you trusted me last November. That’s the only reason to follow us!

Bill Ackman bought: Hertz $HTZ Amazon $AMZN Meta $META But what matters most: doing what very few investors can: cutting losers. He cut Nike $NKE and Chipotle $CMG Most hold and hope. Pros reallocate and move on.

Here are the Buffet's holding periods. What do you conclude?