Warren Buffett’s Unexpected Outperformer Surpasses Nvidia in 2025

Warren Buffett's Berkshire Hathaway (BRK.A, BRK.B) has long been known for avoiding high-tech stocks, often missing out on explosive growth sectors. Nvidia (NVDA), the AI infrastructure powerhouse, exemplifies this pattern—its GPUs have become indispensable for AI training, driving revenue growth and pushing its market cap past $4 trillion after stellar 2023-2024 performance.

Yet Buffett’s contrarian approach continues to deliver. One of Berkshire’s legacy holdings—neither a flashy tech stock nor a cryptocurrency—has surged 38% year-to-date in 2025, outpacing Nvidia’s 31% gain. The outlier? Apple (AAPL), a rare tech exception in Buffett’s portfolio. Despite trimming 70% of Berkshire’s position, Buffett favors Apple’s consumer-centric simplicity over opaque technology.

The Oracle of Omaha’s lesson remains unchanged: market-beating returns don’t require chasing trends. While AI tokens like FET, AGIX, and decentralized compute projects flourish in crypto markets, Buffett’s Apple bet quietly underscores the enduring value of scalable monopolies—digital or otherwise.