Anyone who follows Warren Buffett $Apple (AAPL.US)$ Is his $Berkshire Hathaway-A (BRK.A.US)$ 、 $Berkshire Hathaway-B (BRK.B.US)$ You probably know that it occupies the largest position in its portfolio. Tech giants currently account for a whopping 41.2% of Berkshire's total stock investment.
What stocks rank 2nd? As of now, it's $Bank of America (BAC.US)$ It is. However, this large bank may not be able to maintain its position for that long.
Current strong candidates
First, I expect Apple to stay at the top of the Berkshire list for years to come. The conglomerate reduced its position at Apple slightly in the fourth quarter of 2023, but Buffett still believes in the company and its management team...

1. $Apple (AAPL.US)$ Talking about capital cuts: Buffett said that although the capital cuts are purely due to tax issues, he is confident about Apple's long-term prospects!
2. Cash reserves: We have $200 billion in cash by the end of June, but so far there are no attractive investment targets!
3. Succession planning: Abel will take over key capital allocation decisions, and the succession is progressing smoothly!
4. Talk about artificial intelligence: I think AI has huge potential!
5. Overseas Investment: The United States will be the center of large-scale projects in the future, but this does not rule out opportunities for overseas investment!
6. Investment in India: The Indian market is bullish, but it depends on future management decisions!
7. Investing in Canada: Potential opportunities are being assessed and details are not disclosed!
8. Talk about renewable energy: We believe solar energy, along with other renewable energy sources, has a good future, but we need to break through technology!
9. US debt: The US government believes it will address the deficit by raising taxes rather than reducing spending!
10. Autonomous driving: Major impact on the insurance industry, reducing accidents is for society...