MEMORY SUPERCYCLE
If we categorize the different types of digital memory, the first category is the memory makers, meaning the companies that manufacture memory chips
The leading memory chip manufacturers are Micron, SK Hynix and Samsung
According to analysts’ estimates, these companies are expected to generate a combined $468 billion in operating profits in 2026
That would represent a massive 541% jump compared to what they produced collectively in 2025
This level of growth goes far beyond anything these companies have experienced in previous cycles
The huge expansion of AI data centers has created a historic surge in demand for memory chips
As demand for high-bandwidth memory (HBM) far exceeds what these top companies can currently produce, it gives them enormous pricing power
Their stocks have truly skyrocketed
GOOGLE: LAUNCHES THE GOOGLEBOOK
Google made its biggest Android announcement yet
Googlebooks are coming this fall from Acer, Asus, Dell, HP and Lenovo
They are built around Gemini Intelligence, with full support for Android and Chrome apps, along with much tighter integration with Android smartphones
Google also showcased features like Magic Pointer, which brings Gemini actions directly to the cursor, as well as instant access to files and apps from your phone directly on the laptop
There are also rumors that the Googlebook will use Intel chips
Personally, I still support Apple’s ecosystem, but lately we’ve been seeing nonstop announcements from Google, and the company seems to be gaining ground across every sector
That’s why nearly all analysts remain extremely bullish on the stock over the next year, despite the massive rally
BERKSHIRE HATHAWAY’S INVESTMENTS
We got Berkshire Hathaway’s portfolio update for the first quarter of 2026
In the first official filing under Greg Abel’s leadership, the portfolio shrank from 42 holdings down to just 29 stocks. We’re talking about a truly aggressive cleanup
1️⃣ All-in on Google
A huge vote of confidence in Big Tech and AI infrastructure
2️⃣ Shock 100% exits
Berkshire completely exited traditional safe-haven positions, fully selling out of Visa, Mastercard and Amazon
3️⃣ Airlines and Energy
We saw a strong return to airlines with a major position in Delta Air Lines, while energy giant Chevron faced a heavy -35.17% cut
The new leadership clearly isn’t attached to the past and has no problem letting go of Buffett’s favorite assets in order to chase new momentum
NVIDIA’S PORTFOLIO
Nvidia is not just selling GPUs, it’s building an investment empire
The Q1 2026 filings are out, and Nvidia’s investment portfolio is delivering eye-popping numbers, with a +134.3% YTD return
What do you do when you generate mountains of free cash flow?
Jensen Huang is giving a masterclass in capital allocation, strategically investing cash directly into the backbone of the AI ecosystem
Nvidia’s 7 positions for Q1 2026
1️⃣ Intel | 51.58%
2️⃣ CoreWeave | 19.91%
3️⃣ Synopsys | 10.40%
4️⃣ Coherent | 10.10%
5️⃣ Nokia | 7.28%
6️⃣ Nebius | 0.67%
7️⃣ Generate Biomedicines | 0.06%
The portfolio’s value now exceeds $18 billion
This week, Nvidia reports earnings
Nokia?
