Warren Buffett Is Buying Again!!! Here’s Where I’m Looking Next

This earning season has been amazing and the markets are really loading up. Now think about this. 86% of companies have blasted through EPS which is earnings per share expected. Then another 75% of companies have blasted through revenue that was expected from Wall Street. I want you to think about something for a second. The NASDAQ was like 10% incorrect inventory. Now it's only 2% away from alltime high. The S&P 500 keeps on now hitting new all-time highs. Now, the market is rotating. So, I want to talk about in this video today, what pockets of the market are really shining. I want to talk about some bullish signals that I'm seeing in the market with inflation showing down with some good CPI data and I'll walk us through that. It's your boy the Wall Street Trapper man. Make sure you like, subscribe, and share this video with somebody. help us get 2,000 likes in this chat so that we can help y'all and we can grow this in the algorithm. Let's go. So, the first thing I want to really talk about is Warren Buffett. Now, this is key. This is a bullish signal. And here's why. Because Warren Buffett since for the first time since 2022 has now become what's called a net buy of stocks, which means he's buying more than he's selling. Now, he spent about I don't know $23 billion of about 4.5 billion of those dollars went to him buying back stock, but another $10 billion went to them buying Alphabet stock. That's right. He spent about $10 billion on Alphabet stock. Now, he spent about5 billion on class A shares at around $351 and he spent about another five billion on class C shares at about $48. Now, you think about that. Why is that bullish? Well, Warren Buffett hasn't been a net buyer, meaning he hasn't been buying stocks. He's really just been sitting on cash on the side. Well, when Warren Buffett gets back into the market, that is something. Now, I also want to talk about what I think people are overlooking, right? We have a strong earning seasons, that is true, but we also have seen the S&P 500 not really fall. So, the buyers, I mean, the sellers have truly been into technology. Now again we did see technology hit you know a nice correction at about 10%. But it was mostly in one part of technology mostly in the memory side and some more in the well I'm going say this in the AI side right then we saw software your Microsoft your Adobe your snows your data dog your cyber security stocks we saw these stocks really really shine now these stocks are hitting alltime high with Microsoft finally above $400. time that is critical. On the flip side of that, we saw Palunteer rally off a monster earnings and then we also saw stocks like MU, SNDK, STX. We saw these stocks really take a hard fall. But now, as of lately, these stocks have now turned around. Now, let's think about something before we get into the full stocks that I want to talk to you about. First, you got to think about it, right? We had some good CPI data that came out that was really good. You had some pretty decent job data. Now, the thing about the job data is this. As crazy as may sounds, you need the market to lose jobs so the Fed don't hit inflation with a rate hike. Now, rate hikes are not good for the market because that means everything is more expensive. Now, we all seeing Trump and Iran just shut deals down. So, that can be bearish, but I think the time is the market just want to go crazy. And so, I've said this maybe a month ago. I was like, yo, it's about that time because most people think that August is going to be bad. Most people think September is going to be bad. We had such a brutal June in July to I truly felt like this was going to be a golden opportunity. So let's talk about the part of the market where I see the most upside and I'll say it's in the data center side. That's right because when we look at companies like HP which is Hua Pack and companies like Dell, they really sell the picks and shovels when it comes to building AI infrastructure. And so those two companies truly like stuck out to me. So I want to break that down. So Hu Packa Enterprise, HPE, let's talk about what they really do. Forget about the laptop that you may have owned for them over the time. This is truly a different company because what they do not is they sell primarily to businesses and governments of large organizations. Think about it like this. Let's say JP Morgan, right? Let's say they wanted to build them some AI infrastructure. Well, they need computers and they need somewhere to store all that data. And then all of those computers need to communicate to each other. Well, HPE, which is Hua Packet, they sell service. They sell storage. They sell network and they sell services. Well, what is a server trap? Well, it's basically a powerful computer designed to work all day and serve all the other computers. That's right. So, your iPhone, you have one person using it. We know that. Well, a server could be helping thousands of millions of users simultaneously. And I want you to think about a data center contains thousands of them, right? And so how does AI come into this? Well, it requires enormous amount of computing power. And so as companies build more and more AI infrastructure, they need more service, they need more storage, and they need more networking. And that's where HPE U packet um has leverage because its acquisition of Juniper Networks, which it did that not long ago, made the networking part of the story much more important. And last quarter it reported about $10.7 billion in revenue including $7.2 billion in AI and cloud and 2.7 billion in network. So I want you to think about this. Cuba Packard becomes a slept on company. It's not egregious of a price. Now inside of the cloud and AI service alone generated 5.5 which is up about 33% year-over-year. But the data in the network and revenue grew more than 200%. So think about it like this. HPE sales the equipment needed to build the AI factory and more AI factories being built potentially means more customers for HPE and that's why I like I think it's had a huge upside and it's recovering really good on the chart. The next stock I want to look at is Dell. I know a lot of new investors think of another laptop company, but that's only part of the business. Dell has actually become one of the major companies building the AI service system. That's right. So, let's just understand it like this. Nvidia makes the GPU, but a company can't just buy a thousand or 10,000 loose Nvidia chips and say, "Okay, we have a data center." Those chips have to become part of a complete system. So you'll need GPUs, you'll need CPUs, you'll need memory, you'll need storage, you'll need networking, you'll need cooling, and you'll need server racks, right? So Dell puts pieces together to the system for companies that actually they deploy it, right? So think about it like this. Nvidia is making the image um like the powerful engine, right? Well, Dale helps the vehicle around the engine and that business is exploding because last time Dell reported they c they reported 43.3 billion in revenue and the infrastructure solutions well another 29.3 billion. So Dell recognized it right at 16.1 billion in AI optimized server and revenue. That's what we going to focus on. And now they expected to make $60 billion in AI service by 2027. Then Dell helps turn AI chips into usable AI factories. So think about it like this. Nvidia sells the engine. Dell helps ensemble the machine. And so third on the list would be companies like Irene. Now they not the picks and shovels, but they are essential. But we are dealing with a completely changing business model right here. Irene was primarily trying to sell servers, but then Irene wants to own and operate the infrastructure where computing happens, right? And here's how I explain that to you. Imagine AI companies are saying, "We need an enormous warehouse." Um, but not just any warehouse. They need land, they need electricity, they need cooling, they need data center infrastructure, thousands of GPUs, and that's all expensive to build. while Irene has spent years acquiring and that's what makes them incredibly valuable. So power historically I want you to think about this Irene used much of his infrastructure during mid Bitcoin mining. Now Bitcoin mining requires enormous amount of electricity and computing for the infrastructure. Then AI exploded and now that's the basic advantage. They have land, they have power and they have data centers and that can be used for AI computing. So Irene's evolution isn't essentially Bitcoin mining, it's data and infrastructure. And then you have the AI cloud compute and that's why it's Microsoft's deal that was so important and provided major commercial validation for AI strength, right? So how does Irene make money? Well, imagine Microsoft needs enormous amounts of computing power. Well, instead of Microsoft waiting years to land security, electricity, and construct, they call Irene. Irene built the infrastructure, installed the GPUs and Microsoft buys access to the computing capacity. Now Irene owns operates infrastructure, customer um use component and customer service pays. So they are very very difficult from Dell. Dell can make money selling equipment. Irene wants recurring revenue from operating equipment. Two different things. Now Irene is trying to stay electric because they understand that cloud computing is going to be the thing. Now last on my list is none other than NBIS which is probably the company that requires the most explanation. Now, hear me out. An AI version clock. That's one. And most people use cloud computing without realizing it, right? They think they don't think Netflix is physical computer. Instead, it's your house showing you movies. But companies are renting out resources. Hear me out here for huge and enormous cloud providers. Now, I want you to think about something. All companies from the AI space need the same thing except any massive GPU computing power. Now NBIS provides that infrastructure. A startup might say um I don't know we want to buy an AI model but we can't afford but 500 million. NBIS come in and say sure we'll provide all the AI the GPUs and the computing and the storage and the network and the subwell and the substack and the software and other infrastructure required to train the AI models. But you can't train it yourself. We got to do it. And the thing about uh renting apartments, instead of buying the land, building the apartment, and maintaining the apartment, you simply just run the apartment down, you work and have loud meals all day. So instead of buying a GPU, find electricity, build data center instead of cooling, instead of building network, companies can now rent NBIS and it is a growing company with growing revenue. I think about this in 2026 relos results was released that yesterday they show continued expansion in management and high all four areas of the business with $1 billion in free class and that's telling us major major customers aren't worth waiting for the price to catch up. Now to put the pieces of the puzzle together think about it like this. Imagine Coca-Cola decide to build a giant internal AI system. They need computing. They need to build themselves. They need custom buy and they need GPUs that puts those GPUs inside of Dell HP servers. Use HP service for networking. You buy rent and sell data. You secure electricity and you install cooling 100%. And then you hire your engineers and then once you hire engineers, you run everything else. And so the goal of HPE, NB Ide is to get you to think outside of the box just a little bit, right? And because of that, I'mma leave out. It's your boy the Washie Trapper. Salute.