Super Investors Are Buying AI Stocks

The Joseph Carlson Show · May 18, 2026 · 30:37

0:0030:37

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00:00 Episode Overview

00:50 Chris Hohn Sells Microsoft and Buys Google

08:54 Bill Ackman Buys Microsoft and Sells Google

13:40 Dev Kantesaria Is Down -20% This Year

17:00 Berkshire Sells a LOT of Holdings

19:03 Terry Smith's Recent Performance Is Horrible

21:40 Pat Dorsey Is Buying Uber

23:30 Alta Rock Portfolio Bets Big On Amazon

24:15 Brad Gersner Bets Big on AI

25:00 Chuck Akre's Fund Will Struggle

26:40 Fail Of The Week: Waymo