# Super Investors Are Buying AI Stocks

Page: https://stenobird.com/podcast/the-joseph-carlson-show-1176837/super-investors-are-buying-ai-stocks
Text version: https://stenobird.com/podcast/the-joseph-carlson-show-1176837/super-investors-are-buying-ai-stocks.md
Podcast: [The Joseph Carlson Show](https://stenobird.com/podcast/the-joseph-carlson-show-1176837)
Published: 2026-05-18T20:00:45+00:00
Episode link: https://podcasters.spotify.com/pod/show/joseph-carlson21/episodes/Super-Investors-Are-Buying-AI-Stocks-e3jiash
Audio file: https://traffic.megaphone.fm/APO8662069654.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-joseph-carlson-show-1176837/episodes/super-investors-are-buying-ai-stocks
Duration seconds: 1837

## Resource

00:00 Episode Overview 00:50 Chris Hohn Sells Microsoft and Buys Google 08:54 Bill Ackman Buys Microsoft and Sells Google 13:40 Dev Kantesaria Is Down -20% This Year 17:00 Berkshire Sells a LOT of Holdings 19:03 Terry Smith's Recent Performance Is Horrible 21:40 Pat Dorsey Is Buying Uber 23:30 Alta Rock Portfolio Bets Big On Amazon 24:15 Brad Gersner Bets Big on AI 25:00 Chuck Akre's Fund Will Struggle 26:40 Fail Of The Week: Waymo

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## Transcript

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