Warren Buffett's first interview since stepping down as CEO of Berkshire Hathaway. He covers a range of topics from new charitable initiatives to his current outlook on the markets and the banking system. Skip to around 10 mins to get to the good part. I was surprised by his cash and T-bill strategy, recently purchasing $17 billion in a single week. (13:00) Let me know what you think! Link: https://www.youtube.com/watch?v=DtSrc1lgVpk

You can now build AI agents directly inside your brokerage account that monitor the market, manage your cash, and execute trades autonomously. Not a research tool. Not a chatbot. An agent with a brokerage account. We've been talking about AI as a research assistant. A time-saver. A thinking partner. Public just moved the goalposts to AI as the investor. Here's what I want you to think about: - This isn't a threat to ignore. And it's not a reason to panic. It's actually the clearest signal yet that the investors who understand how these agents think and how to direct them will have a massive edge over those who just hand over the wheel. - Knowing how to prompt, configure, and oversee an AI agent IS the new portfolio management skill. That's exactly why communities like this one exist. My question for you 👇 Would you trust an AI agent to execute trades on your behalf, or is that a line you won't cross? https://x.com/public/status/2038979597266477092

Used the Smart Money prompt (“Identify small caps discussed by hedge fund analysts or domain experts”) from the prompt library in grok today. This one caught my eye. It’s Energy-as-a-service (EaaS). Going to have to do a deep dive on the financials soon. Here is a summary of the company: Capstone Green Energy Holdings, Inc. (OTCQX: CGEH) is a micro-cap company (market capitalization around $110-115 million as of late March 2026) specializing in microturbine-based clean energy solutions. It provides modular on-site power systems, microgrids, and Energy-as-a-Service (EaaS) offerings, including rentals and power purchase agreements, for commercial, industrial, and utility customers.

The U.S. Treasury is set to hold multiple meetings in the coming weeks with domestic and global insurance regulators to address rising concerns around turbulence in private credit markets, according to two sources familiar with the situation. If private credit starts to unwind, what do you think would actually break first? https://seekingalpha.com/news/4570056-us-treasury-to-consult-insurance-regulators-on-rising-private-credit-risks-report

New model “Claude Mythos” has capabilities way beyond Opus, with big jumps in coding, reasoning, and cybersecurity. - Internally flagged as posing “unprecedented cyber risk” - Only in early access (expensive, not public yet) - Led to a major sell off in cyber security stocks - Ironically, it leaked because of a basic security mistake