Two things stand out when you study super-investor portfolios:

1️⃣ Extreme concentration.
Most hold fewer than 10–12 stocks. Their top 5 positions often make up 50%+ of total allocation.
2️⃣ Heavy tech exposure.
Massive weight in companies like Microsoft, Amazon, and Google.
Yet every week we hear the same narrative:
“AI is a bubble.”
“Hyperscalers will crash 50%.”
The capital allocation from the world’s most successful investors suggests otherwise.
Noise is loud.
Conviction is concentrated.