💼The portfolio has recovered almost 15% from the March lows in a very short period of time. It has been a clear V-shaped recovery, just as I’ve been sharing over the past weeks, and for me it once again highlights something important: the best opportunities appear when the market prices in overly negative... عرض المزيد ترجم
📝 What we’ve seen in the market over the past two weeks is a lesson every investor should internalize.
At the portfolio level, we went from -14% 🔴 in 2026 to being almost back to green 🟢.
I said it multiple times: this was not the moment to panic. We’ve seen this before.
During the drawdown:
• I... عرض المزيد ترجم
💼 Congratulations to all copiers, and thank you.
Thank you to everyone who stayed through these more difficult and volatile months. To those of you who increased your positions, we are now seeing a strong recovery in April. 🎯
I mentioned this several times, made additional contributions myself, and... عرض المزيد ترجم
📝 Microsoft is reshaping Copilot, and this is important to understand. $MSFT (Microsoft)
Microsoft wants Copilot to become the operating system for work with AI. This is what’s known as AI agents (or multi-agent orchestration).
Copilot is evolving into a platform where multiple models coexist not... عرض المزيد ترجم
So, there you have it, the meeting went well, most points were agreed to, but the only point that really mattered, NUCLEAR, was not. Effective immediately, the United States Navy, the finest in the world, will begin the process of BLOCKADING any and all ships trying to enter, or leave, the Strait of... عرض المزيد ترجم
🚨 JD Vance:
“The bad news is that we have not reached an agreement. And I think that is much worse news for Iran than it is for the United States of America. So, once again, the United States has not reached an agreement. They have chosen not to accept our terms.”
$OIL$BTC$GOLD$NSDQ100$SPX500... عرض المزيد ترجم
We’re moving toward a world where no one wants to depend on a single provider at any layer.
And this applies across all three layers at the same time:
Multicloud
A few years ago, companies would choose one cloud (AWS, Azure, or Google) and put everything there. Now large enterprises distribute workloads... عرض المزيد ترجم
“The United States will work closely with Iran, which we have determined has undergone what will be a very productive regime change. There will be no uranium enrichment, and the United States, working with Iran, will excavate and remove all deeply buried nuclear material (B-2 bombers’ ‘dust’). It is... عرض المزيد ترجم
Congratulations to all copiers who added capital and stayed strong through the drawdowns. +4% today.
We remain patient, invested in the best businesses in the world and the highest-quality assets. We’ve taken advantage of the opportunity to buy great companies at a discount, and now it’s just a matter... عرض المزيد ترجم
🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢
Based on conversations with Prime Minister Shehbaz Sharif and Field Marshal Asim Munir of Pakistan, in which they requested that I hold off the destructive force being sent tonight to Iran, and subject to the Islamic Republic of Iran agreeing to the complete, immediate,... عرض المزيد ترجم
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