The Smart Money Just Doubled Down

This video breaks down the latest 13F filings from Warren Buffett, Bill Ackman, Masayoshi Son, Mohnish Pabrai, and Michael Burry to see what top investors are buying, selling, trimming, and shorting right now. I cover Berkshire Hathaway’s latest stock moves, including Buffett’s cash pile finally decreasing under Greg Abel, Ackman’s rotation out of Alphabet and into Meta and Amazon, SoftBank’s bets on OpenAI, ARM, and Intel, Pabrai’s moves in coal stocks, Warrior Met Coal, Alpha Metallurgical Resources, Transocean, and offshore drilling, as well as his new Kaspi fintech position. I also look at Burry’s put options on Nvidia and Palantir alongside his new shorts against the semiconductor market and the NASDAQ via SOXX and QQQ. The video also looks at how these investors are positioning around AI stocks, big tech valuations, energy demand, oil, and the second-order effects of AI data center growth.

I'm Kuran Francis, and in this video I also write down the biggest lessons I am taking away from these investors that regular investors can use: conviction is not permission to overpay; don't be scared to find cash flow in unpopular places; be willing to question the crowd; big bets can cut both ways; and focus on long term success, not short term gains. The goal is not to copy billionaire portfolios, but to understand what these famous investors may be seeing in the stock market in 2026, whether that is AI infrastructure risk, software upside, undervalued value stocks, cyclical energy plays, or building cash for future opportunities. If you follow 13F filings, Buffett stocks, Ackman portfolio updates, Michael Burry trades, Mohnish Pabrai investments, SoftBank stock picks, AI investing, Nvidia valuation, Palantir stock, Amazon stock, Meta stock, or energy and coal investing, this is a full breakdown of the smartest money making big changes.