Warren Buffett has a secret. Berkshire Hathaway’s 13F filings suggest the company is building up an industrial name with a stake approaching $5 billion. Analysts and investors are trying to guess which company it might be, but how do different artificial intelligence models arrive at their conclusions? We asked several AI systems to make a specific, well-reasoned guess based on Berkshire’s filings and Buffett’s investing strategy.
ChatGPT thinks GE Aerospace is the secret holding, citing its wide moat and long-duration cash flows as characteristics that fit a value investor’s taste. Claude picked Chubb, suggesting strong financials, competitive moat, and capable leadership. Microsoft’s Copilot chose Visa, reasoning that it reinforces its moat with each transaction and generates recurring cash flows.
Perplexity focused on industrials, arguing the pattern fits a large, wide-moat blue chip accumulated under the radar. Its leading picks are Caterpillar and UPS, citing installed bases, durable moats, and strong free cash flow. Gemini suggested logistics and freight rail as the trail points to Union Pacific or CSX.
While we’re not here to crown an AI stock picker champion, our goal is to see how different models reason through an investment thesis and arrive at a call. Investors will have to wait until Berkshire lifts the veil to find out which secret holding it has made.
Source: https://www.cnbc.com/2025/08/14/we-asked-ai-to-identify-buffetts-mystery-stock-heres-what-it-said.html