To The Moon

$Berkshire Hathaway(BRK.B)$  

When Warren Buffett starts hoarding cash, Wall Street listens. Berkshire Hathaway just dropped another blowout quarter — operating profits up 34% YoY to $13.49B, powered by a 200%+ surge in insurance underwriting. Yet, the Oracle of Omaha refuses to spend.

No buybacks. No blockbuster deals. Just cold, hard cash — now a record $381.6B, the biggest war chest in corporate history. That's not just liquidity; that's a statement. Buffett's message? The market's too hot, and patience is the ultimate position.

Berkshire's two-headed giant — insurance and railroads — continues to hum even as its equities lag the S&P 500's +16% climb. The A shares sit near $715K, the B shares around $483, up only 5% YTD. But that's the paradox: Berkshire lags when markets roar and leads when the music stops.

So what happens next?

🔹 Scenario 1: If rates fall in 2026, Buffett’s Treasury-heavy stash turns into rocket fuel.

🔹 Scenario 2: If volatility spikes, Berkshire becomes the buyer of last resort — again.

🔹 Scenario 3: If markets melt up? Buffett stays chill, compounding quietly in the shadows.

Call it old-school discipline in an age of FOMO. Berkshire's restraint might just be the loudest bull signal of all — a reminder that liquidity is the ultimate optionality.

I'm not a financial advisor. Trade wisely, Comrades! 🦬💵