Buffett is 94. He is not trying to time Nvidia's next earnings beat or Microsoft's next AI announcement. He is preparing Berkshire for the next 50 years, not the next 50 trading days. When you are managing almost USD 1 trillion dollars, you don't buy the dip. You wait for the world to go on clearance sale.
For us mere mortals, we don't need to copy every move of the Oracle of Omaha. We definitely don't need to panic sell Nvidia just because he trimmed Apple.
We are trying to buy good companies at fair prices without losing sleep.
Is it time to buy Nvidia or Microsoft?
Yes if you believe that these companies will still dominate 5 to 10 years from now.
Buffett once said:
Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.
When it does I will be standing outside with a bucket.
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