📊 4 Monopolies Powering AI

1) Warren Buffett's Japan Moves 2) 2024 Global EV Market Share 3) Ferrari's Pricing Power and more!  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

March 23, 2025   |   Read Online In partnership with Happy Sunday! Investors continue to remain laser-focused on macro conditions, and this week's FOMC meeting was front and center. The Fed held rates steady at 4.25% to 4.5% and revised its outlook, projecting slightly higher inflation and slower economic growth. Officials still anticipate cutting rates by 50 basis points before year-end. President Trump responded by urging the Fed to move faster, calling April 2nd "Liberation Day." He's expected to announce the results of a global trade review that could lead to new retaliatory tariffs. Some key data bites from this week that you should know: Dan Ives sees Palantir hitting $1T market cap in the next few years. Starbucks must pay a man $50M for a hot tea injury. Apple is losing over $1B on AppleTV. S&P 500 returned record $1.6T to shareholders in 2024. Warren Buffett is giving away $1M for March Madness. Google has acquired Wiz in an all-cash $32B deal. VCs set to lock in 200x returns on Google's Wiz acquisition. Global Debt exceeded $100T in 2024. SoftBank will acquire startup Ampere in a $6.5B deal. Pepsi will acquire Poppi in a $1.7B deal. Tesla's accounting shows $1.4B is missing. Tesla short sellers have made $16.2B on stock plunge. Germany's parliament approved plans for a $546B infrastructure fund. Meta's Llama AI Model has reached 1B downloads. SoFi and Blue Owl finalized a $5B loan deal. Audi will cut 7.5K jobs by 2029. Abu Dhabi and US formed a $25B AI energy venture. Morgan Stanley will cut 2K jobs later this month. Boston Celtics were sold for $6.1B. In today's newsletter: 🇯🇵 Warren Buffett's Japan Moves 🔋 2024 Global EV Market Share 🏎️ Ferrari's Pricing Power 💾 Semiconductor Leaders 🏭 AI's Supply Chain Monopolies Let's jump right in. Partner With Us 📣 Together With Mode Mobile This tech company grew 32,481%... No, it's not Nvidia... It's Mode Mobile, 2023's fastest-growing software company according to Deloitte. Just as Uber turned vehicles into income-generating assets, Mode is turning smartphones into an easy passive income source, already helping 45M+ users earn $325M+ through simple, everyday use. They've just been granted their stock ticker by the Nasdaq, and you can still invest in their pre-IPO offering at just $0.26/share. Invest Now *Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur. *The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period. *Please read the offering circular and related risks at invest.modemobile.com. Warren Buffett is quietly making moves in Japan, again. This week, Berkshire Hathaway increased its stakes in Japan's five largest trading houses: Mitsubishi Corp, Marubeni Corp, Mitsui & Co, Itochu Corp, and Sumitomo Corp. This has brought the ownership across the stocks to roughly 9.3%. Buffett first invested in these firms in 2020 and 2023, helping fuel Japan's stock market rally. Previously, the trading houses set a 10% ownership cap, but they've now relaxed that limit, giving Berkshire the green light to buy more. This move comes as Berkshire's cash & short-term investments recently hit a record 29% of total assets, the highest in its history. And while the S&P 500 briefly dipped into correction territory recently, Berkshire Hathaway stock is trading near all-time highs. Not all automakers are underwater. Chinese EV giant BYD is having a breakout year, with shares up 52% YTD in 2025. The company recently unveiled its Super e-Platform technology, boasting peak charging speeds of 1,000 kilowatts. This is roughly twice as fast as Tesla's 500-kilowatt Superchargers. With just 5 minutes of charging, BYD claims its vehicles can reach 400 kilometers of range, putting it in direct competition with traditional gasoline refueling times. While Tesla still holds the top spot in global battery EV market share, its lead over BYD is narrowing, according to TrendForce, as competition intensifies: 2022: Tesla 16.6%, BYD 11.5% 2023: Tesla 19.9%, BYD 17.1% 2024: Tesla 17.6%, BYD 17.2% Ferrari's customers are getting younger. Per CNBC, CEO Benedetto Vigna shared that 40% of new buyers are now under the age of 40. This is up from 30% just 18 months ago. The brand's exclusivity and disciplined supply strategy have helped it weather economic swings. Ferrari sells far fewer cars than demand would support, using a pricing pyramid and long waitlists that require buyers to climb a commercial ladder. Nearly 75% of all Ferraris go to existing customers, making new buyers even more rare. Since 2012, the estimated average price per vehicle has nearly doubled, from $229K to $416K in 2024. Intel is betting on new leadership to spark a turnaround. The company recently appointed Lip-Bu Tan, former CEO of Cadence Design Systems, as its new CEO. He steps in at a critical moment, as Intel has fallen far behind rivals like Nvidia and AMD, and needs a bold AI strategy to catch up. To show confidence, Tan is buying $25M worth of Intel shares. He's also set to receive a $1M salary and $66M in stock options and grants that vest over the next few years. Once the undisputed semiconductor leader, Intel had a $300B market cap in January 2020. Today? Just $105B. In contrast, Nvidia, worth half as much as Intel in January 2020, has surged to $2.89T, powered by soaring demand for its AI chips. Even more remarkable, Nvidia is now more valuable than the next nine semiconductor companies combined. This week, Nvidia hosted its GTC conference, which underwhelmed some investors hoping for fresh breakthroughs. Still, the company announced a major ramp-up in U.S. chip production and revealed plans to build a Quantum Computing campus. The rise of AI has minted some of the most powerful modern monopolies. New research from Bloomberg Intelligence and Bloomberg Supply Chain Analysis gives us a closer look at just how dominant a few players have become. Nvidia leads the pack, commanding 92% of the AI accelerator chip market, critical for powering large language and machine learning models. That dominance has created a ripple effect, elevating other key players across the semiconductor supply chain. SK Hynix now controls 80% of the HBM3E memory market, used to move and store massive amounts of data at high speeds. TSMC leads advanced chip foundry production with a staggering 95% market share. And ASML?  It holds a 100% monopoly on EUV lithography systems, the only machines capable of printing the most advanced semiconductors on Earth. 📣 Presented By Mode Mobile The smartphone story isn't over yet… Uber did it to taxis, Airbnb to hotels, & now Mode is doing it to the $500B smartphone industry. They've turned smartphones from an expense into an income stream - don't miss your chance to invest. Invest at $0.26/share *Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur. *The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period. *Please read the offering circular and related risks at invest.modemobile.com. 🤖 Executive Swap. Tim Cook has made several leadership changes after Apple Intelligence's rollout disappointment - PYMT 🐕 DOGE Dilemma. Accenture says DOGE is hurting sales and costing them U.S. government contracts - CNBC 🇷🇺 Market Access. President Vladimir Putin is allowing international funds to trade Russian securities - BB 💋 Advisor Affair. UBS Client sued after his wife moved in with their wealth adviser - BB 🛩️ Sky Contract. Trump chose Boeing to build the U.S. Air Force's most sophisticated fighter jet - R 🚗 Autonomy Approved. Tesla secured a California ride-hail permit, a key first step in its robotaxi plans - TV Courtesy of our paid partner, EarningsHub. Notable Companies Reporting Earnings Week of March 23rd, 2025: I use EarningsHub to track earnings, estimates, and receive AI summaries of investor calls. If you'd like an all-in-one earnings tool and see all other companies reporting, I definitely recommend you check it out! View Full Calendar Here! Major Trades Published 3/17 - 3/21. Trades may be those of family members. [Source: 2iQ] Buys Tony Wied (R) Company: Hims & Hers Health ($HIMS) Amount Purchased: $115K - $300K Company: Block ($SQ) Amount Purchased: $100K - $250K Company: Microsoft ($MSFT) Amount Purchased: $100K - $250K Sells Cleo Fields (D) Company: Nvidia ($NVDA) Amount Sold: $500K - $1M Tony Wied (R) Company: Monster Beverage ($MNST) Amount Sold: $100K - $250K Company: Schwab Corp ($SCHW) Amount Sold: $100K - $250K Tina Smith (D) Company: PepsiCo ($PEP) Amount Sold: $100K - $250K Company: General Mills ($GIS) Amount Sold: $100K - $250K Major Trades Published 3/17 - 3/21 Buys Asana ($ASAN) Insider: Dustin Moskovitz (President, CEO, & Chair) # of Shares Purchased: 900,000 $ Amount: $12,705,750 SEC Forms: [1], [2] Sells Apollo Global Management ($APO) Insider: Leon Black (Other) # of Shares Sold: 500,000 $ Amount: $71,001,003 SEC Forms: [1] Palantir ($PLTR) Insider: Stephen Andrew Cohen (Director) # of Shares Sold: 310,000 $ Amount: $26,991,578 SEC Forms: [1] How was today's newsletter? 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