ChatGPT picks 2 Berkshire stocks to buy after Warren Buffett's exit
Finbold·2025-12-29 11:20

Group 1: Berkshire Hathaway Leadership Transition - Warren Buffett is set to step down as chief executive of Berkshire Hathaway in January 2026, passing leadership to Greg Abel while remaining as chairman [1] - Buffett's departure may increase investor anxiety regarding Berkshire Hathaway's future, as the market has priced in a "Buffett premium" reflecting confidence in his judgment and reputation [2] Group 2: Investment Opportunities Post-Buffett - Apple (NASDAQ: AAPL) is Berkshire Hathaway's largest equity holding, generating significant and recurring cash flows, and is characterized by its ability to return capital through buybacks and dividends [4][5] - Apple reported record third-quarter 2025 revenue of $94 billion, with iPhone sales increasing by 13% year-over-year and services revenue reaching a new high of $27.4 billion [6] - Alphabet (NASDAQ: GOOG) is a rapidly growing position in Berkshire's portfolio, with its first quarter exceeding $100 billion in revenue, driven by growth in search advertising, YouTube, and Google Cloud [9][10] - Alphabet's net income has risen sharply, with a 34% year-over-year increase in Google Cloud revenue to $15.2 billion, and the company is projected to invest up to $93 billion in capital expenditures for data-center infrastructure and AI platforms in 2025 [11]