📈 Buffett’s $1 Tip for Smarter Investing

Alibaba soars, defense stocks pop, and tech’s power problem heats up. Plus: what Buffett told Bob Woodward about investing like a journalist.

In partnership with

Good Morning.

From Nvidia’s $100B AI power play to Buffett’s timeless investing habits, we’ve got a stack of stories today that cut through the noise.

Grab your Cappucino and let’s get into it. ☕️ đŸ‘‡ď¸ 

Free email without sacrificing your privacy

Gmail is free, but you pay with your data. Proton Mail is different.

We don’t scan your messages. We don’t sell your behavior. We don’t follow you across the internet.

Proton Mail gives you full-featured, private email without surveillance or creepy profiling. It’s email that respects your time, your attention, and your boundaries.

Email doesn’t have to cost your privacy.

Market News

📉 Stock Indexes Close Lower as Tech Shares Lead Declines
U.S. markets slipped from record highs Tuesday after Fed Chair Jerome Powell warned that achieving economic balance comes with risks, and noted stocks are “fairly highly valued.” The Nasdaq dropped 1%, leading declines, while the S&P 500 dipped 0.6% and the Dow edged down 0.2%. Nvidia fell nearly 3%, erasing most of Monday’s AI-fueled rally, and Oracle sank over 4% after leadership changes despite its recent AI push.

📈 Alibaba Shares Soar After Hiking AI Budget Past $50 Billion
Alibaba’s stock jumped nearly 10% in Hong Kong, hitting its highest level in almost four years, after CEO Eddie Wu announced plans to expand AI spending beyond $53 billion. He predicts global AI investment will hit $4 trillion over the next five years ,and Alibaba’s pushing hard to stay competitive. The company will roll out Qwen models and new data centers in Brazil, France, and the Netherlands, while Chinese chipmakers like ACM Research and Naura Tech surged in response.

⚡️ Big Tech's AI ambitions are straining the US power grid
Data center energy demand is set to double by 2028, but the aging U.S. power grid can’t keep up, pushing tech giants toward off-grid solutions. Natural gas is emerging as a key player, with companies like Expand Energy, EQT, and Williams all seeing big stock gains. Executives say direct power sources are faster than waiting years for grid connections, and deals like AWS tapping nuclear power from Talen Energy show just how far companies are willing to go to fuel AI growth.

🇪🇺 European defense stocks rally after Trump comments on Ukraine
Defense stocks rallied, with Europe’s Aerospace and Defense Index up 1%, led by Germany’s Renk (+4.9%), Sweden’s Saab (+4.5%), and Hensoldt (+4%). The boost followed a surprise shift from President Trump, who now says Ukraine can reclaim all its territory with EU and NATO support. He also backed NATO members shooting down Russian aircraft if they violate airspace, comments made after meeting Zelenskyy at the UN.

💰️ OpenAI Sells Its Stake to Win AI
Nvidia’s $100B push into OpenAI is looking less like a partnership and more like a strategic power move. According to CNBC, the deal came together quickly — thanks to private meetings between Sam Altman and Jensen Huang, many during a tech tour with President Trump.

No bankers. No middlemen. Just two AI titans tightening their grip on the future of compute. And yes, regulators are watching. After all, the world’s most valuable company is making a major play in the world’s most valuable startup — and nobody’s quite sure just how much of OpenAI NVIDIA now controls.

Invest & Strategies

🫧 How to trade the AI Bubble
Bank of America says the AI-fueled big tech rally isn’t done yet, and the “Magnificent Seven” may still have room to run before reaching full-blown bubble territory. Since March 2023, the group has surged 225%, but still trades below historical bubble peaks, according to strategist Michael Hartnett. Despite stumbles earlier this year, optimism around AI, Trump-era policies, and rate cuts has kept the rally alive, and BofA is now floating strategies for riding (or hedging) what could still be a growing bubble.

🧑‍🎨 The Art of Doing Less
In investing, doing less is often doing better, but it’s harder than it sounds. Chasing returns, reacting to headlines, and the psychological urge to "do something" often lead to worse outcomes, even when inaction would serve us best. As Warren Buffett puts it: “Wall Street makes its money on activity, you make yours on inactivity.” Yet professional investors are pressured to act, even if that action adds no real value, if only to show they’re “earning” their fees.

⏰ Buffett’s Timeless Lesson
Warren Buffett once told Bob Woodward to approach investing like reporting a story. Every morning, Buffett said, he assigns himself the same question: “What is this company worth?” Like a journalist, he digs through years of reports, asks pointed questions, and builds the narrative piece by piece, because investing, at its core, is a journalistic process.

🤔 What The Top 5 ETF Launches This Year Say About Markets
As Q3 2025 wraps, the story of this year’s ETF launches is clear: active is in. Of the 500+ new funds, nearly 4 in 5 are actively managed, with names like HIMU, JPHY, BDVL, and DSPY landing among the top for both flows and AUM. While 2024 was dominated by crypto hype, 2025's winners focus on durability, think cash flow, small caps, and risk-adjusted strategies. The ETF landscape is evolving fast, and this year’s launches show investors want more than just growth, they want control.

🙏 My Hopes for You
This article is a personal and practical reminder to plan for life’s what-ifs. Elliott Appel shares a series of hopes, from having an estate plan to carrying proper insurance, aimed at helping people avoid unnecessary hardship. It’s less about money and more about peace of mind, responsibility, and protecting the people you love.

Our Recommendations:

💻️ MEXC - Where we find and trade Crypto with low fees.
📈 TradingView - Software we use to chart stocks.
🔐 Trezor - Our favorite hardware wallet to keep our Crypto secure.
🦑 Kraken - Where we buy crypto with cash / withdraw profit to our bank.

👀