@elonmusk@zerohedge How do you even manage the time to monitor what's posted on X when you have so many things going on from families to businesses??? Blows my mind bro ๐คฏ๐
All you need to understand about the market is very clear
Wave 2 and Wave 4 can not exist without fear
Itโs the fear that creates the opportunity
When you realise this and use fundamentals to block out the emotions
You buy and hold when the fear has triggered the masses.
We make the gains we do because we know where support is
Thatโs the only difference.
WARREN BUFFETT JUST BOUGHT THE COMPANY THAT KILLED NVIDIA
On November 14th, Berkshire Hathaway disclosed a $5.1 billion stake in Alphabet.
Thirteen days earlier, Google launched Ironwood โฆ a chip that does what Nvidiaโs GPUs do at one-fifth the cost.
Six days after the filing, Google released Gemini 3, the most advanced AI model on Earth.
It was trained on ZERO Nvidia chips.
This is not a headline. This is the end of a monopoly.
THE MATH THAT CHANGES EVERYTHING
Every AI company except Google pays Nvidia $3-4 billion to train a frontier model.
Google pays $600-750 million using its own Ironwood TPUs.
OpenAI, Anthropic, Microsoft, Meta โฆ all of them are paying 400% more for the same computational power.
Google owns the factory. Everyone else rents the tools.
WHY THIS MATTERS TO YOU
Nvidia built a $3.5 trillion empire by being the only supplier of AI chips that matter.
That monopoly just shattered.
Anthropic already signed contracts for 1 million Google TPUs. OpenAI is rumored to be in talks. The migration has started.
When your competitors can train models at 20% of your cost, you donโt have a business โฆ you have a countdown timer.
THE SIGNAL BUFFETT SENT
The man who said he โmissed Googleโ in 2004 just bought it in 2025.
Not because itโs cheap โฆ though at 27ร earnings versus Nvidiaโs 34ร, it is.
Because Google is the only AI company that cannot be held hostage.
Alphabet controls the three largest platforms on Earth: Search, Android, YouTube.
Now it controls the cheapest supercomputer infrastructure ever built.
Buffett doesnโt buy potential. He buys inevitability.
WHAT HAPPENS NEXT
If Google Cloud grows above 45% this quarter, Nvidiaโs pricing power collapses.
If TPU costs stay 75-80% below GPU equivalents, every rational AI lab switches.
If Gemini keeps improving at this pace, the model wars are already over.
The entire AI economy is about to re-price around one fact:
Whoever owns the chips owns the future.
Google owns the chips.
Buffett owns Google.
And you are still watching Nvidia and their drama!
Read more here - https://t.co/fxBeTwOApZ