The AI Pivot, Regulatory Storm, and Contrarian Bets Navigating the Tech Landscape in Late 2025

Hey folks, Kane Buffett here. The tech sector is serving up a classic cocktail right now: massive transformative potential shaken violently with regulatory ice and a twist of extreme volatility. As we close out 2025, the narratives are diverging wildly. On one hand, you have titans like Apple making a decisive, all-in bet on AI that has analysts buzzing. On the other, regulatory hammers are falling on social media platforms, sparking political firestorms. And let’s not forget the classic “blood in the streets” opportunities that have legendary investors like Michael Burry making eyebrow-raising moves. Let’s break down the three major forces shaping your tech portfolio today.