The real question isn’t whether Berkshire’s new CEO is deploying capital. It’s whether he’s deploying it well...
Money
He entered MSFT at $415, exited near $490. He closed an Oracle short that paid roughly 51%...
The GAAP loss is real. So is the per-share Bitcoin math.
A cyberattack stole Q1. Now Q2 has to show whether the recovery is real.
Earnings topped estimates and guidance went up. Geopolitics brought it back down.
Margins nearly doubled overnight. August 11 is when the math gets tested.
FDA cleared modified-risk claims. The smoke-free transformation is accelerating.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.
The market is pricing in failure. The data is telling a different story.
