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Amit Kukreja, stock market analyst at https://x.com/amitisinvesting, highlights recent developments regarding Berkshire. Over the weekend, Warren Buffett addressed shareholders at the company's annual meeting, where it was disclosed that Berkshire is holding around $400 billion in cash. Buffett commented that he would prefer to wait patiently rather than allocate capital at this time.
Kukreja has previously discussed investor attention on cash allocations during market shifts, citing the dip in AMD shares from 350 to 320. He has also highlighted robust capex and cloud growth rates in recent big tech Q2 guidance, with META as the only laggard. These updates come as investors watch for capital deployment strategies across major companies.