[kristianp]

Looks like Berkeshire Hathaway is one way to invest in US shares ex-AI. Except for their smallish holding in Google, they now don't own the big AI spenders, whose shares have risen so much in the past year.

I guess they don't see value in Amazon shares any more. AI spend will probably hit their aws profits.

Note that the listing of shares they own doesn't include the companies that are subsidiaries. Like Geico and other insurance companies, BNSF Railway, Berkshire Hathaway Energy, etc.

[tim333]

In the dot com boom and crash Berkshire stock moved opposite to the nasdaq hitting its year low on the same day the nasdaq peaked.