Buffett’s Latest Power Move 💥

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BUFFETT’S LATEST POWER MOVE💥

Warren Buffett just pulled another classic Buffett move. Instead of chasing flashy AI names, he doubled down on something most investors snooze on: Japanese trading houses.

This week Mitsui & Co revealed that Berkshire Hathaway now owns more than 10 percent of its voting rights. That officially makes Berkshire a major shareholder. And Buffett says he might keep buying.

If this feels like déjà vu you’re not wrong. Back in 2019 he quietly started scooping up shares of Japan’s “sogo shosha.” like he was playing Pokémon and had to catch ‘em all.

These are five massive trading houses: Itochu, Marubeni, Mitsubishi, Mitsui and Sumitomo. Think of them as the Swiss Army knives of Japan’s economy. They deal in everything from energy to metals to noodles.

At first Buffett told everyone he’d keep his ownership below 10 percent in each company. Then in his February letter he casually mentioned that the firms agreed to “moderately relax the ceiling.” 

They basically gave Grandpa Buffett a hall pass to load up.

He’s now crossed the 10 percent mark with Mitsui. And he’s hinting there’s more where that came from.

TL;DR:

• Berkshire now owns 10 percent+ of Mitsui

• Buffett first bought into Japan’s big 5 trading houses in 2019

• The original 10 percent cap got relaxed

• Expect Buffett to keep buying more of these Japanese giants

1. Ride the Japan Conglomerates
Buffett’s 10%+ stake in Mitsui shows long-term conviction in Japan’s trading houses. They’re diversified beasts with exposure to energy, food, and metals.
📌 Action: Buy ADRs like $MITSY ( ▲ 1.42% ) or $ITTOF ( ▲ 20.09% ) . Hold as a Buffett-follow trade.

2. Japan Value Theme
Buffett keeps hammering Japan because valuations are low compared to U.S. stocks, with strong dividends and stable cash flow.
📌 Action: Add exposure via ETFs like $EWJ ( ▲ 2.03% ) or $DXJ ( ▲ 1.92% )

3. Dividend Compounder Play
Trading houses generate steady income from commodities and global trade. Buffett loves them for dividends.
📌 Action: Target Mitsui’s ADR ($MITSY ( ▲ 1.42% ) ~2.7% yield) or Mitsubishi’s ADR ($MUFG ( ▲ 2.21% ) ~3.1% yield) for long-term dividend compounding.

THE $100 BILLION POWER PLAY 💪 

Nvidia just found a new way to flex its GPU muscles. And it involves cutting a check so big it makes Monopoly money look humble.

Here’s what’s cooking:

• Nvidia plans to invest up to $100 billion into Microsoft-backed OpenAI.

• The goal? Build and deploy at least 10 gigawatts worth of AI data centers powered by Nvidia systems. That’s millions of GPUs dedicated to making AI models beefier, faster, and scarier-smart.

The rollout

• Phase 1 goes live in the second half of 2026 on Nvidia’s shiny new Vera Rubin platform.

• This is basically the infrastructure equivalent of plugging OpenAI into an industrial-sized energy drink.

The partnership details

• Nvidia becomes OpenAI’s go-to partner for compute and networking.

• Both companies will co-optimize roadmaps: OpenAI polishes its models, Nvidia sharpens its hardware and software, and together they cook up the secret sauce for “superintelligence.”

OpenAI flex check

• 700 million weekly active users.

• Adoption across enterprises, small businesses, and developers.

• Basically everyone from Fortune 500s to your cousin’s side hustle is using OpenAI.

CEO speak

Jensen Huang called it “the next leap forward” to power the era of intelligence. Translation: Nvidia is betting the farm that GPUs remain the backbone of the AI arms race.

What’s next

The fine print of the partnership gets finalized in the coming weeks. But the direction is clear. Nvidia wants to be the engine behind OpenAI’s rocket ship.

TL;DR:

• Nvidia is investing up to $100B into OpenAI to deploy 10 gigawatts of GPU-packed AI data centers.

• First rollout hits in 2026 on Vera Rubin.

• OpenAI picks Nvidia as its go-to compute partner.

• Superintelligence is officially in the oven.

1. Ride the AI Data Center Buildout
Nvidia’s $100B OpenAI partnership = monster demand for GPUs and the infrastructure to power them. Think servers, cooling, and real estate.
📌 Action: Add exposure to data center REITs like $EQIX ( ▲ 0.8% ) or $DLR ( ▲ 1.5% ) to capture the ripple effect.

2. Bet on the Power Behind AI
10 gigawatts is massive. All that compute = insane energy consumption. Utilities and renewable energy players stand to gain from AI’s hunger for power.
📌 Action: Accumulate utility ETFs like $XLU ( ▲ 1.16% ) or clean energy names like $NEE ( ▲ 2.41% ) ahead of the surge in AI-driven demand.

3. Lean Into the AI Arms Dealers
OpenAI is locking Nvidia in as its preferred partner. That’s long-term validation for Nvidia’s ecosystem and a green light for suppliers riding its wave.
📌 Action: Scale into $NVDA ( ▼ 0.67% ) or look at key suppliers like $TSM ( ▲ 1.42% ) and $ASML ( ▲ 0.2% ) as indirect beneficiaries.

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