Warren Buffett's "Secret" Portfolio Sells Nvidia and Microsoft, Reveals Attractive AI Stock

Warren Buffett's "secret" $642 million portfolio, held by New England Asset Management (NEAM), is a value-oriented fund that has been selling high-growth tech stocks, including AI stocks like Nvidia and Microsoft. Despite the pricey market valuation, Buffett's hidden portfolio has been a persistent seller of these stocks. NEAM's quarterly 13F filings provide insight into the stocks being bought and sold, making it possible for investors to follow Buffett's moves.