The screens are red, but don't blame it on simple profit-taking. The Anthropic shock and AMD's plunge signal a terrifying new reality: AI isn't just a bubble; it's starting to eat the software industry alive.
While the S&P 500 celebrates new highs, the Oracle of Omaha isn't just sitting on the sidelines—he's building a bunker. Here is why Berkshire's historic cash pile is the loudest alarm signal Wall Street is ignoring.