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

$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.