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Too many on your list? Did 25%
Economy Stocks thread v28: in loving memory of Rob Mafia and Brackis1
- Thread starter HOLA
- Start date
Too many on your list? Did 25%
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God damn bitcoin has cost me $35K since Mid October.
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Most of the ones at the end are pretty small positions.
Berkshire Hathaway is 42.7% of my portfolio
Mastercard is 25.04%
Union Pacific is 18.31%
BRK.B's total return for 2025 was 10.89%
MA's was 9.4%
UNP's was 3.34%
The remainder did better, overall, helped by stuff like GOOGL, which was up 65.99%, which is why my total portfolio was up ~11%.
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Even more good news for Tesla today!
- BYD, a company Elon Musk once dismissed by laughing at their products during a 2011 Bloomberg interview, has overtaken Tesla to be the world’s top EV seller.
- BYD said on Thursday that sales of its battery-powered cars rose nearly 28% to 2.26 million units in 2025.
- Vehicle deliveries at Tesla dropped 8% year on year to 1.64 million vehicles delivered in 2025.
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My TT got as low as $348 today, but it has been climbing since. Guess people realized they overreacted. Only down 3% now, to $378. Main reason I bought TT, which I did back in 2020, was because of everyone's increasing need for A/C as we deal with global warming. An interesting side benefit turned out to be that Trane is also the leader in high-end commercial chillers, which are needed for data center cooling (it's pretty interesting how some of my stocks are connected to the growth in data centers, even though you might not think there's much of a connection).
Jensen Huang eviscerated the HVAC sector today with some comments:
(Reuters) - Shares of U.S. heating, ventilation and air conditioning-related companies dropped on Tuesday after Nvidia CEO Jensen Huang said that the company's upcoming chips could significantly reduce cooling requirements in data centers.
Johnson Controls International dropped 7.5% to $112.40 and Trane Technologies lost 5.3% to $370.40. Both stocks hit multi-month lows and were among the biggest percentage decliners on the S&P 500.
Speaking at the Consumer Electronics Show (CES) in Las Vegas on Monday, Huang said Nvidia's next generation of chips is in "full production." The Vera Rubin platform, made up of six separate Nvidia chips, is expected to debut later this year.
When talking about the cooling requirements, Huang said that "no water chillers are necessary for data centres."
Barclays analysts said in a note led by Julian Mitchell that "given the primacy of Nvidia to the whole AI ecosystem, one should not take their comments lightly, although they seem rather dramatic at first glance."
The analysts said the companies that could be most affected include Johnson Controls International, Trane Technologies and Carrier Global.
They estimate that data centers represent a low-double-digit percentage of total sales for Johnson Controls and data centers account for about 10% and 5% of sales for Trane Technologies and Carrier Global, respectively
Jensen Huang eviscerated the HVAC sector today with some comments:
(Reuters) - Shares of U.S. heating, ventilation and air conditioning-related companies dropped on Tuesday after Nvidia CEO Jensen Huang said that the company's upcoming chips could significantly reduce cooling requirements in data centers.
Johnson Controls International dropped 7.5% to $112.40 and Trane Technologies lost 5.3% to $370.40. Both stocks hit multi-month lows and were among the biggest percentage decliners on the S&P 500.
Speaking at the Consumer Electronics Show (CES) in Las Vegas on Monday, Huang said Nvidia's next generation of chips is in "full production." The Vera Rubin platform, made up of six separate Nvidia chips, is expected to debut later this year.
When talking about the cooling requirements, Huang said that "no water chillers are necessary for data centres."
Barclays analysts said in a note led by Julian Mitchell that "given the primacy of Nvidia to the whole AI ecosystem, one should not take their comments lightly, although they seem rather dramatic at first glance."
The analysts said the companies that could be most affected include Johnson Controls International, Trane Technologies and Carrier Global.
They estimate that data centers represent a low-double-digit percentage of total sales for Johnson Controls and data centers account for about 10% and 5% of sales for Trane Technologies and Carrier Global, respectively
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