<div id="readability-page-1"><div><div>While chipmakers are ducking for cover in a tariff storm, Warren Buffett is watching from a safer, shinier perch. His $66 billion Apple Inc AAPL stake — all 300 million shares of it — just got a massive tailwind from the iPhone giant's latest move: a $100 billion commitment to U.S. manufacturing and infrastructure. That's not just patriotic; it's portfolio-pleasing.Track Buffett’s Berkshire Hathaway stock here.<h2>The Anti-Tariff Tech Titan</h2>While Nvidia Corp NVDA, Advanced Micro Devices Inc AMD, and Qualcomm Inc QCOM scramble to mitigate fallout from mounting U.S.-China tensions, Apple is already rebalancing its global supply chain. In its latest disclosure, Apple announced that it will invest $100 billion in the U.S. over the next five years, including partnerships for chipmaking, AI development, and data center expansions.Translation? Apple's playing long game geopolitics — and winning.Read Also: The Warren Buffett Premium May Finally Be FadingAnd who's laughing now? Not the hedge funds shorting AI darlings. It's Buffett, who avoided chip hype and retained a position on the one stock that's become a fortress amid trade crossfire.<h2>Berkshire's Buffet(t) Of Safety</h2>Buffett hasn't just bet on Apple — he's practically married it. Apple makes up 25% of Berkshire Hathaway Inc's BRK BRK equity portfolio. And unlike high-volatility chip stocks, Apple offers a durable moat: sticky ecosystem, massive buybacks, and now, domestic political goodwill.Buffett’s thesis is playing out: when the winds shift, it pays to own the tree with the deepest roots. Apple's U.S. push may not silence China risks entirely, but it sure dials them down — and sweetens the Oracle of Omaha's already monster returns.<ul> <li>Buffett Misses The AI Boom — But Is He Just Warming Up For The Bust?</li> </ul>Image created using artificial intelligence via Midjourney.</div></div></div>

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Warren Buffett's $66 billion stake in Apple Inc. received a boost from Apple's $100 billion commitment to U.S. manufacturing and infrastructure over the next five years. While chipmakers face challenges from U.S.-China tensions, Apple is rebalancing its supply chain and investing in partnerships for chipmaking and AI development. Apple constitutes 25% of Berkshire Hathaway's equity portfolio, providing a stable investment amid market volatility. Buffett's strategy appears successful as Apple's U.S. initiatives may mitigate risks associated with China, enhancing his investment returns.

- Warren Buffett's $66 billion stake in Apple Inc. benefits from the company's $100 billion commitment to U.S. manufacturing and infrastructure.  
- While chipmakers like Nvidia and AMD face challenges from U.S.-China tensions, Apple is rebalancing its supply chain with significant investments in the U.S. over the next five years.  
- Buffett's investment strategy in Apple, which constitutes 25% of Berkshire Hathaway's portfolio, provides stability amid market volatility, enhancing his returns despite missing the AI boom.  

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Buffett's Apple Bet Just Got A $100 Billion US Tailwind