The end of an era is near: Warren Buffett, the Oracle of Omaha, is stepping down as CEO of Berkshire Hathaway next year. And while some investors are holding their breath, waiting for signs of instability, a more forward-looking crowd is asking a different question:
What if this is the best thing to ever happen to Berkshire Hathaway?
That’s not heresy—it’s strategy.
With Vice Chair Greg Abel set to take the reins, Berkshire is entering uncharted territory. Abel, younger, quieter, and far more plugged into energy and infrastructure, might just be the kind of leader Berkshire needs to thrive in a rapidly shifting economic landscape. Add in an economy that’s surprising analysts with its durability—strong job numbers, cooling inflation, a revitalized energy sector—and the stage is set for something big.
The Buffett era was defined by patience and prudence. The Abel era? It might be defined by adaptation and ambition.
Here are three stocks that could become symbolic of this new Berkshire 2.0.
1. Microsoft (NASDAQ: MSFT): The One That Got Away
Let’s talk about the elephant in the room: Microsoft should’ve been in Berkshire’s portfolio decades ago.
Why wasn’t it? Because Warren Buffett didn’t want to look like he was favoring a friend—Bill Gates.
That artificial barrier disappears the moment Buffett steps down. And it opens the door to one of the most dominant companies on the planet. Microsoft isn’t just a software company anymore—it’s an AI juggernaut, a cloud infrastructure heavyweight, and a productivity suite monopoly.
It prints money (nearly $97 billion in profits in the last year) and its cloud division, Azure, is swallowing market share faster than anyone expected. With AI now shaping the future of work, education, and automation, a Microsoft buy would signal that Berkshire is ready to finally invest in the future, not just the familiar.
2. Enbridge (NYSE: ENB): The Unsexy Stock With Massive Power
Wall Street often ignores Enbridge. Big mistake.
It’s not flashy. It’s not fast. But it moves 30% of all crude oil produced in North America and owns a staggering 74,000 miles of natural gas pipelines. With a 6% dividend and 20 years of reliable financial guidance, Enbridge is as close to a financial fortress as you’ll find.
Greg Abel, a Canadian and former head of Berkshire Hathaway Energy, likely understands the true strategic value of a company like this—especially in a world where energy security is becoming just as important as green ambition.
While the world argues about ESG, Abel could quietly make one of the most contrarian—and profitable—calls of the next decade by doubling down on long-haul energy infrastructure.
Sometimes the best moves are the ones nobody’s talking about.
3. Nvidia (NASDAQ: NVDA): The New King of Capitalism?
Apple has been Berkshire’s golden child—but its growth story may be plateauing. Enter Nvidia: the company behind the AI boom and the single most dominant force in chips today.
In just four quarters, Nvidia generated $77 billion in profit. That’s not a typo. That’s more than Alphabet. More than Meta. And they’re just getting started.
AI isn’t a fad—it’s the next industrial revolution. From healthcare to finance to national defense, Nvidia’s chips are the backbone of the future. And as demand explodes, so does its pricing power.
But here’s the twist: Berkshire has barely touched Nvidia. That’s going to look increasingly outdated as institutional money shifts its weight behind AI and next-gen tech.
If Abel wants to show that he’s not just babysitting Buffett’s legacy—he’s building his own—this is the stock that sends that message loud and clear.
A Quiet Revolution at Berkshire?
Don’t expect fireworks. Abel isn’t flashy. But under his leadership, Berkshire could shift its center of gravity—from legacy brands and bank stocks to AI platforms, energy pipelines, and data empires.
Some will resist change. Others will say, “That’s not how Buffett would’ve done it.”
But maybe that’s the point.
Because while the past made Berkshire a legend, it’s the bold moves ahead that will determine if the company remains one of the most powerful forces in the global economy—or becomes just another monument to the past.
Sponsored by $AHRO – Authentic Holdings, Inc. https://authenticholdingsinc.com/
