Warren Buffett's Secret Portfolio - Warren Buffett's secret portfolio, managed by New England Asset Management (NEAM), contains 90 securities worth 379 billion portfolio, which holds 44 stocks [3] AI Stocks in the Portfolio Alphabet (GOOGL) - NEAM holds 10,500 Class A shares of Alphabet, the parent company of Google, YouTube, Waymo, and Google Cloud [4] - Alphabet's AI applications are most profitable in Google Cloud, where generative AI solutions are used for marketing personalization, document summarization, and virtual chat agents [4] - Google maintains a 90%+ monthly share of global search for nine years, while YouTube has 2.5 billion monthly active users, driving strong ad revenue [5] - Google Cloud, the world's No. 3 cloud infrastructure provider, achieved profitability in 2023 and is expected to grow rapidly due to AI-driven revenue expansion [5] Broadcom (AVGO) - NEAM holds 3,970 shares of Broadcom, worth 5.6 million, as of March [8] - Microsoft's AI investments include OpenAI (creator of ChatGPT) and the development of its own AI chips, Azure Maia 100, for AI-accelerated data centers [8] - The company's legacy segments (Windows and Office) generate high margins and cash flow, enabling reinvestment in faster-growing areas like cloud services [9] - Azure, the No. 2 global cloud infrastructure provider, achieved constant-currency sales growth of around 30% in 2023 [9] - Microsoft ended March with 110 billion in operating cash flow over the trailing 12 months, providing flexibility for innovation and acquisitions [9]
3 Artificial Intelligence (AI) Stocks Warren Buffett "Secretly" Owns