Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett’s Berkshire Hathaway 25 Years Ago

Coatue’s Thomas Laffont, discussed on the All-In podcast, said trillion-dollar stocks such as NVIDIA and Amazon have 30%+ odds of reaching $10 trillion, citing “filters” like dominant market position and durable earnings. The article notes Micron’s cloud memory revenue nearly doubled to $5.28B with 66% gross margins, while analyst targets and insider selling suggest near-term caution. It also flags antitrust enforcement as a key risk for NVIDIA and Amazon.

Meta shares fell after the company reported strong earnings, according to the article. It notes rising AI spending and investor questions about returns, while saying Meta’s advertising business remains strong. The piece attributes improvements to AI in targeting, engagement, ad impressions, and ad pricing.

Massachusetts House lawmakers unanimously approved a consumer data privacy bill aimed at limiting companies’ data collection, tightening protections for minors, and banning the sale of sensitive data, including precise geolocation within 1,750 feet. The Senate passed its version unanimously last year. Enforcement differs, with the House bill adding a “private right of action” for consumers against large firms. Lawmakers must reconcile versions before sending to Gov. Maura Healey.

Japan’s Digital Minister Hisashi Matsumoto warned that if the country falls behind on AI development, it could become an “AI colony.” He defended a government bill amending Japan’s personal data protection law to let AI developers train models using data like medical and criminal records without individual consent. Opposition parties cited breach risks; the bill passed the lower house and is now in the upper house.

Alexandr Wang, 28, became Meta’s first Chief AI Officer and is leading Meta Superintelligence Labs, according to the article. Speaking at the Bloomberg Tech conference, he indicated Meta may prioritize practical AI use cases, especially healthcare and wellbeing, rather than competing only on general-purpose benchmarks. The piece says Meta invested $14.3 billion in Scale AI for a 49% stake in June 2025.

Fundstrat’s Tom Lee told investors at a Paris conference that a “crypto spring” is already underway, citing potential oil-price declines from an Iran war ceasefire, Ethereum’s inverse correlation to oil, and reduced Ethereum Foundation holdings (down to ~0.1% of supply). He also cited Bitmine’s staking rewards, Russell 1000 inclusion (June 26), and tokenization/AI. He predicted ETH could reach $22,000 and Bitmine stock $500.