Berkshire just built a record $380B cash pile and is basically sitting out the market. Buffett and Greg Abel are still selling into strength and warning that parts of the market feel like gambling.

BUFFETT SAYS US HAS NEVER HAD MORE INVESTORS IN A "GAMBLING MOOD" BUT OPPORTUNITIES STILL EXIST — *Walter Bloomberg (@DeItaone) May 2, 2026 Berkshire Hathaway Q1 2026 highlights: • $373.5 billion of cash • $10.4 billion of net operating cash …

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Semiconductor Index $SOX hits record 1.39 relative to S&P 500, extends 18-day rally and trades 40% above 200-day average. Similar Bollinger Band breakout occurred during dot-com bubble in 2000 before semiconductor collapse of roughly 80% over two years

Just like the Nasdaq blowoff in early 2000 where every tech index screamed higher right before the crash wiped out years of gains. ⚠️THIS IS ABSOLUTELY INSANE:The Semiconductor Index, $SOX, relative to the S&P 500, rose to an all-time high …

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Thomas Massie warns if DOJ refuses to release Epstein client names, he will read them publicly in Congress under immunity, putting the entire scandal permanently in the record.

HELLL YEAHH!! 💪🇺🇸Thomas Massie just revealed his nuclear option. If Pam Bondi’s DOJ refuses to unredact the Epstein client names — Massie will walk onto the House floor and read them publicly himself. Under congressional immunity. No prosecution. No injunction. …

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