Mr. Buffett last quarter $Apple (AAPL.US)$The holding ratio of many US stocks, including those, has been drastically lowered, and it has been oversold for 7 consecutive quarters, and it has accelerated to the 2nd quarter of this year,The total amount of stock oversales reached 75 billion dollarsI did it.
Also, $Berkshire Hathaway-A (BRK.A.US)$According to the financial results report, the company held 234.6 billion dollars of US short-term government bonds as of the end of the second quarter, and also held more than 42 billion dollars in cash and cash equivalents.Current cash on hand is a record high of 276.9 billion dollarsIt has become.
In contrast, US bonds with a maturity of less than 1 year held by the Fed were 195.3 billion dollars as of 7/31. This isBerkshire far surpasses the Fed in terms of US short-term debt positionsIt means it's there.
While US stocks are sluggish, the “god of investment” sends pessimistic signals
Warren Buffett announced that he would buy short-term government bonds through US bond bidding during the economic crisisI was doing it.
Normally, returns on short-term government bonds are not as high as risk investments such as stocks, etc...

$NVIDIA (NVDA.US)$
Fish in a fishing pond

$NVIDIA (NVDA.US)$
Buy me a little bit by little

$NVIDIA (NVDA.US)$
What is the lost world

$NVIDIA (NVDA.US)$
Goo Chokipa

$NVIDIA (NVDA.US)$
Thank you for the locust that targets shime

June 5, $Taiwan Semiconductor (TSM.US)$ The closing price of rose 6.85%, and the stock price reached a record high. At the same time, $Qualcomm (QCOM.US)$ is 3.68%, $Advanced Micro Devices (AMD.US)$ is 3.86%, $Arm Holdings (ARM.US)$ increased by 8.59%. TSMC's cumulative profit this year has exceeded 57%.
Chairman Wei of TSMC suggested that they are considering raising the price of the company's artificial intelligence chip foundry service. At the same time, with TSMC $NXP Semiconductors (NXPI.US)$ They are planning to build a joint plant in Singapore.
Where do you think this wave of the semiconductor market will go?