Dear Reader,
That’s what one famous angel investor said after seeing Elon Musk’s latest project firsthand.
Not “this is impressive.”
Not “this could be big.”
But…
“Nobody will remember Tesla ever made a car.”
It sounds absurd.
Until you realize what Elon is building—and how it could change entire industries almost overnight.
The fact is…
 |
Cars aren’t Tesla’s main story anymore.
Elon said it himself: “We should be thought of as an AI robotics company.”
That pivot is exactly why the $1 trillion stock could rip another 25X higher… and make investors who act now RICH over the next decade.
Details on his new project here.
Yours in smart speculation,
Stephen Prior, Publisher
Monument Traders Alliance
P.S. Tesla is NOT the best way to capitalize on this huge shift….
Berkshire Hathaway’s Record Cash Hoard: Why and What's Next?
Author: Chris Markoch. Article Published: 5/5/2026.
Key Points
- Berkshire Hathaway’s $397 billion cash hoard reflects caution amid elevated market valuations
- Leadership transition to Greg Abel may influence future capital deployment strategies
- Energy, financials, and selective diversification could guide Berkshire’s next moves
- Special Report: Elon Musk already made me a “wealthy man”
On May 2, Berkshire Hathaway (NYSE: BRK.B) shareholders attended the first annual meeting without Warren Buffett presiding. Buffett announced his retirement in 2025 and named Greg Abel as the company’s new chief executive officer.
If investors were expecting fireworks, they were disappointed. For at least the current quarter, it’s business as usual. That includes Berkshire’s focus on building cash, which has now grown to over $397 billion, up from $373 billion at the end of 2025.
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Watch the free video to get the ticker today.If the stock market is a voting machine, then Berkshire Hathaway’s record cash pile could be seen as a vote of no confidence. But there are several reasons the company may be keeping a record amount of dry powder on hand.
3 Reasons Why Berkshire May Want to Hold Cash
Warren Buffett is known for his focus on valuation. That’s unlikely to stop being a core value at Berkshire even as Buffett steps away. So, it makes sense that the company would continue hoarding cash in 2025.
Stocks are objectively expensive. The average price-to-earnings (P/E) ratio of the S&P 500 as of May 4 is a robust 27.5x, well above its rolling 10-year average of around 20x.
There’s also some thinking that Berkshire was moving to cash in anticipation of a market correction. That’s worth considering only because the company’s move to cash began in 2024, a time of heightened uncertainty in a presidential election year and opaque economic data.
However, the market has had two strong years in 2024 and 2025, so that argument seems less likely. After all, Berkshire was an aggressive buyer in 2022, when its cash pile dwindled to around $105 billion.
A third popular theory is that Buffett knew he was retiring and wanted to leave Abel with the flexibility to make his own decisions. Buffett was in attendance at the shareholder meeting and reiterated his confidence in Abel. However, it will likely take a few quarters to see how Abel may want to craft his own legacy.
From Sidelines to Spotlight: How Berkshire Might Deploy Its Cash
With BRK.B down about 13% over the last 12 months, it stands to reason that shareholders would like to see some of that cash put to work. After all, the criticism of a record cash pile is that it could be used for something more productive.
But how could Berkshire consider deploying that cash? Looking at the current composition of the Berkshire portfolio may hold some clues.
One area to watch would be energy stocks. The energy sector makes up about 11% of Berkshire’s portfolio. That’s good for fourth place in terms of weighting, but it’s well below the 42% weighting in financial stocks, which carry the most weight. Berkshire currently owns Chevron Corp. (NYSE: CVX) and Occidental Petroleum (NYSE: OXY). Adding to these positions on any dip could make sense.
It would also be intriguing to see whether Berkshire invests in more service-related companies that offer more attractive valuations. Many of these stocks also pay attractive dividends, which are a key part of the Berkshire strategy.
A contrarian view might be technology. Berkshire is known for having Apple Inc. (NASDAQ: AAPL) as its largest holding. However, investors know that Buffett was famously slow to embrace tech stocks beyond Apple. For example, in 2024, the company sold $133 billion in tech stocks while making less than $6 billion in new purchases.
However, with roughly 23% of the portfolio in technology, almost entirely through Apple, even a modest diversification into other tech names wouldn’t represent a dramatic shift in strategy.
What may be more likely is that the company will continue building on its strongest position. As has been the case since its founding, financial stocks carry the most weight in Berkshire’s portfolio. After Apple, the two stocks with the next highest weighting are American Express (NYSE: AXP) and Bank of America (NYSE: BAC).
A speculative wild card could come from basic materials stocks. Berkshire has historically approached this sector with a long-term, value-oriented strategy.
This isn’t a suggestion that Berkshire will contradict Buffett’s aversion to owning gold. But the commodity super cycle is real, and that could mean Berkshire will increase its exposure to companies that fit its investment philosophy, which targets businesses with low-cost production advantages and resilient demand.
The Waiting Game Continues
Berkshire's record cash hoard reflects both discipline and transition. Whether Abel chooses to deploy capital aggressively or maintain Buffett's patient approach remains to be seen.
What's more clear is that the company has enormous flexibility heading into an uncertain market. Investors willing to trust the process may find that Berkshire's caution today sets the stage for outsized returns tomorrow, or whenever the right opportunity finally arrives.
Nebius Breaks Out to All-Time Highs—Here's What's Driving It.
Author: Ryan Hasson. Article Published: 5/5/2026.
Key Points
- Nebius Group announced a $643 million acquisition of Eigen AI, driving NBIS shares to an all-time high of $176.42 on May 4.
- The company holds a contracted backlog approaching $50 billion, anchored by major commitments from Meta, Microsoft, and a $2 billion NVIDIA investment.
- Investors will want to watch the May 13 earnings report for ARR trajectory, hyperscaler deployment updates, and guidance on the Eigen AI integration timeline.
- Special Report: Elon Musk already made me a “wealthy man”
Nebius Group (NASDAQ: NBIS) has been one of the market’s most extraordinary stories over the past year, and this week the momentum has accelerated again. The stock closed Monday, May 4, at a new all-time high of $176.42, up more than 14% on the day and roughly 600% over the past 12 months.
For investors who have followed the Nebius story since its early days as a small-cap AI infrastructure play with minimal analyst coverage and $120 million in annualized revenue, the transformation has been nothing short of remarkable.
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Watch the free video to get the ticker today.And the catalyst behind this week’s breakout is far from mere noise. Here’s what is driving the latest momentum in NBIS, and what investors should watch next.
The Catalyst: Eigen AI
On May 1, Nebius announced it had agreed to acquire Eigen AI for $643 million. Eigen is an inference and model optimization specialist focused on making AI model deployment faster and cheaper by reducing compute and memory requirements. The acquisition is strategically significant. Nebius plans to integrate Eigen’s technology directly into its Token Factory managed inference platform, enabling developers to deploy, refine, and scale AI models more efficiently on Nebius infrastructure.
The deal signals something important about where Nebius is headed as a business. The company has spent the past year building the physical infrastructure layer of the AI cloud stack: large-scale GPU clusters, data centers, and cloud services. The Eigen acquisition represents a deliberate move up the stack toward higher-margin, software-defined services. And for a company guiding toward $3 billion to $3.4 billion in 2026 revenue, expanding the platform’s capabilities and margin profile at this stage of growth is the right move.
The Foundation Underneath the Move
It is worth stepping back and appreciating what sits beneath these latest catalysts. Nebius enters this breakout with a contracted backlog approaching $50 billion, anchored by a $27 billion multi-year deal with Meta Platforms (NASDAQ: META), up to a $19.4 billion commitment from Microsoft (NASDAQ: MSFT), and a $2 billion strategic investment from NVIDIA (NASDAQ: NVDA). Management has guided for 2026 revenue of $3 billion to $3.4 billion, up from $530 million in full-year 2025.
The company recently closed a $4.34 billion convertible debt financing round, giving it the financial firepower to execute on its aggressive capital plan without being constrained by its balance sheet. Q1 2026 earnings are due May 13, with analysts projecting a significant sequential revenue jump from Q4’s $227.7 million.
For a company that had almost no analyst coverage and $120 million in annualized revenue roughly 18 months ago, the scale and pace of that transformation is difficult to overstate. The overall consensus among analysts covering the stock remains bullish, with a Moderate Buy rating and a consensus price target of $154.75. As of May 5, the company had 15 analyst ratings, but that wasn’t always the case. In May of last year, the stock was covered by only two analysts, with a consensus price target of $45, when it was trading at almost $26 a share.
The Technical Picture
Of course, the company has gone from strength to strength, as shown by the stock’s rapid appreciation. With NBIS near all-time highs and up more than 100% on the year, disciplined investors probably do not want to chase the stock at current prices.
However, after earnings, if the company tops expectations and issues strong guidance, a new opportunity could emerge. If the stock establishes a fresh base and consolidates above prior resistance near $160, a later breakout could become the trigger that investors on the sidelines are waiting for.
What to Watch Next
The May 13 earnings report is the next major event on the calendar. Investors will be focused on three things: the ARR trajectory and whether it is tracking toward the $7 billion to $9 billion full-year 2026 target, operational updates on the Meta and Microsoft hyperscaler deployments, and early commentary on the Eigen AI integration timeline.
For a stock trading at all-time highs after a near-600% run over the past year, the bar heading into earnings is high. But with the Eigen acquisition expanding the platform’s capabilities, the contracted backlog providing revenue visibility that few AI infrastructure companies can match, and a growing roster of top-tier analysts now covering the name, the fundamental momentum heading into that report looks as strong as ever.
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