$BRK.B $NVDA — Optics Takeover and Earnings Drag: Nvidia’s Supply Bets, $POET Momentum and a Berkshire Reality Check

from Alpha Casts - AI Market Intelligence

$POET $NVDA $BRK.B — Nvidia’s twin $2B optics investments and fresh institutional buying in POET put photonics — not GPUs — at the center of AI infrastructure debate. At the same time, Berkshire’s near-30% Q4 operating earnings drop and a steady drumbeat of 8‑K filings remind investors to balance thematic growth exposure with company‑specific risks.

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This episode was published on March 2, 2026.

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