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Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett’s Berkshire Hathaway 25 Years Ago
Key takeaways
- BRK-B hit its lowest-ever valuation during the dot-com boom before surging roughly 1,520%, and Ackman sees today s mega-caps sitting in that same overlooked position.
- Ackman warns niche software charging $30,000 annually faces AI replication risk, but Salesforce s Agentforce ARR hit $1.2 billion, up 205% year-over-year.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn t make the cut.
Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett’s Berkshire Hathaway 25 Years Ago Thomas Richmond Fri, June 5, 2026 at 11:16 PM GMT+7 4 min read MSFT AMZN BRK-B PS CRM Quick Read Ackman holds MSFT and META as undervalued AI compounders; Microsoft s AI revenue hit a $37 billion run rate despite shares falling 11% year-to-date.
BRK-B hit its lowest-ever valuation during the dot-com boom before surging roughly 1,520%, and Ackman sees today s mega-caps sitting in that same overlooked position.
Ackman warns niche software charging $30,000 annually faces AI replication risk, but Salesforce s Agentforce ARR hit $1.2 billion, up 205% year-over-year.
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