No, don't be a follower, be a leader

Big money just made some spicy moves: • Berkshire & Renaissance went all-in on Google 🟦🤖 • Bridgewater & Citi trimmed Nvidia 🔪💻 • Peter Thiel? He said “Bye-bye NVDA” and sold everything 😮‍💨 So… what’s the tea? ☕️ 1️⃣ Institutions taking profits ≠ Tech is dead A lot of funds are simply locking in insane gains after Nvidia’s monster run. It’s like ordering extra chicken rice — sometimes you gotta stop before it gets too much 🐔💰. 2️⃣ Google love is telling 🩵 Two heavy hitters adding to Google signals they see: • Steady AI growth 📊 • Reasonable valuation vs peers 🧮 • Lower hype, higher durability 👌 Translation: Google is the “quiet kid who always tops the class.” 🤓 3️⃣ Is there still opportunity? If you believe: • AI spending will keep surging 🚀 • Alphabet will monetize Gemini & cl

Yes I will join the trend 

Yes I will join the trend 

$NVIDIA(NVDA)$  yes 🙂‍↕️ tbh asap 

Google has search has u-tube has driverless vehicles price going up 

🌟🌟🌟Recent shifts in institutional portfolios such as $Berkshire Hathaway(BRK.B)$  new investment in $Alphabet(GOOG)$  and Bridgewater and Citigroup's reduction in $NVIDIA(NVDA)$  holdings, do not signal a uniform sentiment towards the tech sector.  In actual fact these institutional moves reflect their diverse and sometimes conflicting strategies. As a small retail investor, these moves offer me valuable insights but I would weigh these moves against my personal investment goals and risk tolerance, rather than follow blindly.  How to Interpret In

When major hedge funds start reshuffling massive stakes in megacaps, it is worth paying attention. That is exactly what recent 13F filings show: a subtle but meaningful rotation in the institutional world. In the latest quarter, institutions including Berkshire Hathaway and Renaissance Technologies increased their positions in Alphabet Inc. (Google’s parent company) while other blue-chip funds like Bridgewater Associates and major banks reduced stakes in Nvidia Corporation. One of the more surprising disclosures: billionaire Peter Thiel’s fund exited Nvidia entirely.  What’s going on? To understand it, you need to consider two layers: first, what the filings show; second, what motivations may lie behind them. What the filings reveal 13F filings are quarterly disclosures of institutional h

When Does a Tech Company Stop Being “Just Tech”? Answer: When Warren Buffett finally buys it. Berkshire Hathaway quietly revealed a new USD 4.3 billion stake in Alphabet, now one of its top 10 holdings. On paper, this looks like a simple portfolio move. In reality, it’s much more meaningful. This investment is: a public admission of one of Buffett’s biggest long-standing mistakes, a window into Berkshire’s future after Buffett, and a sign that the definition of “value” in modern markets has fundamentally changed. Let’s unpack this. --- 1. A 20-Year Apology Letter — Delivered Through a 13F Filing For two decades, Buffett and the late Charlie Munger openly regretted missing Google. They were early users of Google’s ad engine. They saw its power. They knew the economics. But Buffett refused t

Below is a structured, professional assessment of the institutional shifts. --- 1. How to Interpret Institutions Pulling Back from Tech Stocks Institutional flows this quarter show divergence, not a broad exit. The pattern is nuanced: A. Profit-taking in crowded AI leaders Bridgewater, Citi, and Thiel’s complete exit from Nvidia reflect: Extremely crowded positioning in AI hardware. Concern over stretched valuations. A desire to lock in gains after a multi-quarter parabolic run. Rising uncertainty on whether hyperscaler demand can keep pace with expectations. This behaviour does not necessarily signal a bearish long-term view — it often signals the desire to recycle capital into undervalued opportunities. B. Rotation within tech — not out of tech Institutions are not abandoning tech; they

Looking at the latest 13F moves, I see a clear pattern: institutions are becoming more selective rather than abandoning tech altogether. To me, the trimming in Nvidia by Bridgewater, Citi, and even Peter Thiel feels more like profit-taking after an extended run than a signal that the AI boom is over. When a stock becomes a consensus overcrowded trade, big funds often de-risk ahead of volatility—not because they've lost conviction, but because they want to lock in gains and rebalance. At the same time, I find it interesting that Berkshire and Renaissance chose to increase their positions in Google. That tells me institutions aren't rotating out of tech—they're rotating within tech, toward companies with stronger valuations and more diversified revenue streams. Google

Major Funds' Q3 Filings: AI Still Dominates, But Tech Trades Split The recent wave of 13F reports from U.S. institutional investors has become a crucial window into Wall Street's investment trends. As required by the SEC, institutions managing over $100 million in equity assets must disclose their U.S. equity holdings within 45 days after each quarter ends. The holdings of top investment firms like Berkshire Hathaway and Bridgewater have drawn particular attention. Notable Q3 Moves: – Berkshire Hathaway accelerated its selling of $Apple(AAPL)$   while establishing a new position in $Alphabet(GOOGL)$   .  – Baillie Giff

The Oracle of Omaha finally pulled the trigger on the stock he’s regretted missing for 20 years… and the market is losing its mind 🤯 Berkshire Hathaway’s latest 13F (filed Friday after close) revealed a brand-new 17.85 million share position in Alphabet ( $Alphabet(GOOGL)$ ) valued at ~$4.3 billion as of Sept 30. That single buy made Alphabet Berkshire’s 10th-largest holding overnight. This morning (Nov 17, 2025) shares are ripping higher: → Current price: $294.48 → Overnight gain: +$18.07 (+6.54%) 🌙🚀 → Now trading at all-time highs territory Why this is massive: 1️⃣ Buffett has publicly called Google one of his biggest investing regrets (GEICO was paying Google $10 per click back in the day and he never bought) 2️⃣ This is his boldest tech mov

The latest third-quarter holdings of H&H Investments, managed by renowned investment magnate Duan Yongping, have been revealed.He's from my hometown, ; I know him, but he doesn't know me. [Shy]According to H&H Investments' latest 13F filing with the U.S. SEC, H&H Investments manages 13F securities worth $14,678,516,884, holding 11 stocks:New position: 80,000 shares of $ASML Holding NV(ASML)$ ; Increased position: $Berkshire Hathaway(BRK.B)$ ;Reduced holdings: $Apple(AAPL)$ , $PDD Holdings Inc(PDD)$ , $Alibaba(BABA)$ , $Alphabet(

$NEBIUS(NBIS)$  13F filings dropping soon, keep radar on fresh institutional whales. $NVIDIA(NVDA)$  earnings next week could be the sector's defibrillator. Markets got that 7-second memory span, time to flip greed mode back on when volatility chills. Everybody's hunting discounts in this fire sale season.

I’ve always found Michael Burry’s contrarian plays fascinating, but his $NVIDIA Corp(NVDA)$ and $Palantir Technologies Inc.(PLTR)$ shorts remind me how risky it is to fight market momentum. 13F filings don’t reveal timing, so it’s hard to know if he profited or not. Personally, I take his moves as a signal to stay cautious, not as a cue to follow — shorting top AI names in a strong bull run can backfire quickly. I’ve shorted before, mainly through inverse ETFs or puts, but always with strict risk limits. I cap exposure below 2% of capital and set tight stops because shorts can move against you fast. For me, it’s a tactical play, not a long-term bet. Before entering, I wait for signs of exhaustion — s