By Thomas Richmond
Publication Date: 2026-06-05 16:16:00
Quick Read
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Ackman holds MSFT and META as undervalued AI compounders; Microsoft’s AI revenue hit a $37 billion run rate despite shares falling 11% year-to-date.
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BRK-B hit its lowest-ever valuation during the dot-com boom before surging roughly 1,520%, and Ackman sees today’s mega-caps sitting in that same overlooked position.
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Ackman warns niche software charging $30,000 annually faces AI replication risk, but Salesforce’s Agentforce ARR hit $1.2 billion, up 205% year-over-year.
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Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn’t make the cut. Grab the names FREE today.
Billionaire investor Bill Ackman of Pershing Square has laid out one of the more provocative big-cap calls of this AI cycle. On the All-In Podcast, he argued that today’s mega-cap incumbents are being treated the way the market treated Warren Buffett’s empire, Berkshire Hathaway, at the peak of the dot-com bubble: as yesterday’s story while capital…