“Demand today [for AI] is very, very strong,” but a capex pullback could happen in the next few years, Joseph Shaposhnik warns. He shares stock picks, including Thermo Fisher (TMO), highlighting its recurring revenue. In defense, he also likes GE Aerospace (GE), which is his firm’s largest position, along with Loar (LOAR) and Heico (HEI). As Warren Buffett steps away from Berkshire Hathaway (BRK/B), Joseph highlights his “beautiful” Thanksgiving letter and says Buffett remains confident in the company as leadership transitions.
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