Q2 13F Disclosures: What Is 'Smart Money' Actually Buying?

13F season, last window. Berkshire disclosed nearly $20bn of net equity purchases in Q2 — ending 14 straight quarters of net selling — roughly $10bn of it Alphabet; the full list lands by week's end. Nvidia's own filing is the other one to watch, given the circular-trading argument. Citi's book crossed $300bn with semiconductor additions including Micron and AMD. Alphabet −0.18% Wednesday, Nvidia +3.03%. Would you follow the institutional playbook — and which side, Buffett's Alphabet bet or Nvidia's supply chain wager?

+ Follow

+13

JC888

08-13

Under Abel, BRK.B outpacing US Market ?

US companies’ quarterly earnings season that started since early-to-mid July 2026, is set to taper off by end August 2026. Overlapping earnings’ time frame is US companies’ 13F filings for Q2 2026, is on target to complete by this Fri, 14 Aug 2026. On Sat, 8 Aug 2026, $Berkshire Hathaway(BRK.B)$ reported stronger-than-expected Q2 2026 results. This, as CEO Greg Abel : Ramped up share buybacks. Invested heavily in other stocks. Began to put a dent in the $380 billion cash hoard built during Buffett’s final years of running the conglomerate. Berkshire reported Q2 earnings of almost $25.7 billion, above Q2 2025’s $12.4 billion, attributing it to higher (a) operating profits & (b) investment portfolio gains. Operating Profits. Operating earnings,

Under Abel, BRK.B outpacing US Market ?

Adz5150

08-16

🧠 Smart Money Can’t Agree on AI. That Might Be the Biggest 13F Signal

Everyone opens the latest 13F filings looking for the same thing: What did smart money buy? I think that misses the more interesting question. What if smart money itself cannot agree? 🤔 The latest Q2 2026 filings show exactly that. Across more than 6,000 institutional filings reviewed by Reuters, there was surprisingly little agreement about where the next big returns in technology will come from. Nearly 44% of institutions reduced exposure to the Magnificent Seven, while about 42% increased or initiated positions. That is almost a coin flip. For me, that might be more useful than any individual billionaire’s purchase. 🧠 Signal #1: The AI trade is splitting into different camps AI is no longer one trade. A year or two ago, the strategy could almost be simplified to: AI spending rises ➡️ ch

🧠 Smart Money Can’t Agree on AI. That Might Be the Biggest 13F Signal

Marktomarket

08-13

CPI Came In Bang On. What Rallied Was Nebius, Not Meta

Hello. The figure this market had spent two days sitting still for landed last night, and all four parts of it came in on the nose: July CPI was 3.4 per cent year on year and 0.1 per cent on the month, with the core at 2.5 per cent and 0.2 per cent. Traders trimmed their bets on a September rate rise, with the odds easing to about 33 per cent. The gate opened. The water did not run towards the mega-caps. Of the Magnificent Seven, only $NVIDIA(NVDA)$ rose, up 3.03 per cent. $Meta Platforms, Inc.(META)$ fell 3.38 per cent, $Microsoft(MSFT)$ 2.26 per cent, $Amazon.

CPI Came In Bang On. What Rallied Was Nebius, Not Meta

Marktomarket

08-12

One US$500 Billion Deal: The Fee Collectors Rose, the Payers Fell

Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; $Amazon.com(AMZN)$ down 2.09 per cent, $Broadcom(AVGO)$ 1.5 per cent, $Apple(AAP

One US$500 Billion Deal: The Fee Collectors Rose, the Payers Fell

daz999999999

08-16

$SoundHound AI Inc(SOUN)$

$NVIDIA(NVDA)$ Monday. The BLS reported July payrolls: -23,000 jobs. Not a miss. A loss. The first monthly job loss in over two years. They expected +80,000. Then they quietly revised May and June down by 103,000 combined. The headline? "Unemployment fell to 4.1%." It fell because 264,000 people stopped looking. When you stop counting the desperate, the numbers look better. Gold knew. It jumped $102 in one session. Tuesday. Iran named its price for the Strait of Hormuz: fifty years of U.S. war reparations The strait that carries 20% of the world's oil. Still closed. Tehran is using the world's

FAITHFULLY

08-14

Q2 13F season: Berkshire just ended a 14-quarter selling streak — is "smart money" turning bullish again? Berkshire disclosed roughly $19.8bn in net equity purchases for Q2 — its first net-buying quarter since Q4 2022. The headline piece: a $10bn direct private placement into Alphabet, which now sits among Berkshire's top five holdings alongside Apple, American Express, Bank of America, and Coca-Cola. Apple still anchors the book at ~$58bn, roughly 22% of the portfolio. Cash didn't get torched to do it — reserves dipped from ~$397bn to ~$365bn, still a war chest by any normal standard. Layer in the $6.8bn all-cash acquisition of homebuilder Taylor Morrison and $4.5bn in buybacks (Berkshire's biggest in five years), and this reads less like caution easing and more like Greg Abel — now a ful

daz999999999

08-15

$NVIDIA(NVDA)$ NVIDIA has lined up more than $500 billion in third-party capital from firms like BlackRock and Goldman Sachs to finance GPU capacity through special purpose vehicles. This structure shifts credit risk from NVIDIA's balance sheet to institutional investors while securing future demand and strengthening the company's competitive position against AMD. Analysts reaffirmed Buy or Overweight ratings with high price targets, and a technical breakout could push NVIDIA's stock toward approximately $270 ahead of late-August earnings.

Lanceljx

08-13

I would lean towards Buffett’s Alphabet bet, rather than blindly following the broader institutional semiconductor trade. Berkshire becoming a net equity buyer after 14 straight quarters of selling is significant, with roughly $10bn going into Alphabet. Alphabet gives exposure to AI through cloud, models and advertising monetisation without relying solely on ever-rising infrastructure spending. The Nvidia ecosystem is compelling too. Citi’s increased Micron and AMD positions suggest institutions still see upside across the semiconductor chain. But that trade carries greater cyclicality and raises the question of whether AI capex is creating genuinely independent demand or increasingly circular investment. My choice: Alphabet for risk-adjusted upside; semiconductors for higher-beta exposure

Am3n_Tao

08-15

Good. Lets see what Abel is Able to do and pivot into what others. Follow Buffett no buffet.

Demilo

08-14

$SpaceX(SPCX)$ trend

Xaddy_Analyst

02-19

Buffett's Last 13F Bombshell: Massive Amazon Dump & Surprise Media Bet – Tech Overpriced Warning? 😲💥

Warren Buffett's final portfolio tweak as Berkshire Hathaway CEO packs a punch, with the firm's $274 billion equity stash showing calculated shifts that have investors buzzing about value plays trumping growth hype. 😎 This Q4 2025 13F filing reveals a classic Buffett concentration – top 10 holdings still dominate 88% of assets – but beneath the surface, meaningful moves signal caution on tech valuations amid inflation lingering at 2.8% and Fed pauses delaying cuts to July. Apple got trimmed for the third straight quarter by 4.32% (10.29 million shares sold), cutting exposure to the $951 billion stake while still keeping it as the crown jewel at 22.6% of the portfolio. Amazon took a brutal hit, slashed over 77% as Berkshire unloaded most of its position, hinting at worries over capex bloat

Buffett's Last 13F Bombshell: Massive Amazon Dump & Surprise Media Bet – Tech Overpriced Warning? 😲💥

Emotional Investor

02-19

First up, it's very sad to see one you will notice I brought a few shares in Amazon recently too, but sold quickly afterwards.of the all time masters of investing leave the helm at $Berkshire Hathaway(BRK.A)$ . Warren buffet has and will remain one of the largest influencers regarding my investment approach. he has of course not left completely, but his final shot (selling down 77% of $Amazon.com(AMZN)$ ) is interesting, to say the least. Clearly the graph I show below illustrates the sell down. you will also see I brought in recently, but quickly sold for a tiny profit. Now I can't tell you why Mr buffet sold. But I can explain why I brought then sold quickly once I understood

Tiger_comments

02-20

Tech Rebound or Tech Abandonment: How Do You View Buffett’s Final Portfolio?

Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing. With the latest 13F disclosure from Berkshire Hathaway, the legendary Warren Buffett’s final portfolio shift before retiring as CEO has come to light. This $274 billion portfolio is not just the Oracle’s "curtain call"—it serves as a massive question mark: In the AI-driven world of 2026, is Big Tech still the place to be? 1. Contradictory Signals: The Oracle Retreats, Institutions "Underweight"? Buffett’s moves remain characteristically decisive and defensive: $Apple(AAPL)$ was trimmed for the third straight quarter, and Amazon was slashed by a staggering 77%. Increased stakes in $Chevron(CVX)$ and

Tech Rebound or Tech Abandonment: How Do You View Buffett’s Final Portfolio?

koolgal

02-19

The Sunset of A Titan: Buffett's Final Masterstroke At Berkshire

🧧🧧🧧We are officially in the Year of the Fire Horse 🐎🔥, a year of speed and transformation. Nothing captures that "shifting of the guard" more than the latest 13F filing from Omaha. We are witnessing the final portfolio adjustments of Warren Buffett as he steps down as CEO of $Berkshire Hathaway(BRK.B)$ . It is emotive. It is historic. It is true to form. It is a masterclass in discipline. The Stats: The Classic Buffett Fortress Even as he hands over the reins to Greg Abel, Warren Buffett is leaving the stable in impeccable shape. Berkshire's equity portfolio has climbed a staggering USD 274 billion. The Power of Focus: The top 10 holdings still account for 88% of total

The Sunset of A Titan: Buffett's Final Masterstroke At Berkshire

Mrzorro

02-15

Google Q4 13F Holdings: Standing Pat on Space, Exiting Biotech As of December 31, 2025, $Alphabet(GOOG)$ 's (Google's parent company) investment portfolio had a total market value of approximately $2.58 billion, up 7.05% from $2.41 billion in Q3. The portfolio holds 37 positions, with the top 10 holdings accounting for 92.81% of total assets, indicating a highly concentrated investment strategy. $AST SpaceMobile, Inc.(ASTS)$ remains the top holding. The portfolio displayed a unique "passive appreciation, active retreat" feature in Q4 2025 — core space holdings saw explosive stock price gains pushing portfolio value to new high

zhingle

02-19

📊 13F Drop: Buffett’s Final Signal Before the Hand-Off? The latest 13F from Berkshire Hathaway isn’t just another filing — it may be the clearest message yet about how Warren Buffett wants the portfolio positioned heading into the next era. Portfolio value: $274B Top 10 holdings: 88% concentration Classic Buffett. But the nuance is where it gets interesting. ⸻ 🍏 Apple Trimmed Again — Not a Reversal, But a Rebalance Apple was reduced for the third consecutive quarter. Important distinction: This is trimming, not exiting. Apple remains Berkshire’s largest holding. But three straight reductions suggest: • Position sizing discipline after massive outperformance • Reduced single-stock concentration risk • Recognition that multiple expansion has likely peaked Buffett doesn’t sell great businesse

這是甚麼東西

02-19

The latest 13F filing from Berkshire Hathaway offers a glimpse into Warren Buffett's investment strategy as he prepares to step down as CEO. Several key takeaways emerge from the filing: Concentration Remains Key: Despite some adjustments, the top ten holdings still account for 88% of the portfolio, reflecting Buffett's long-standing approach of concentrating investments in a few high-conviction bets. Apple Adjustment: The trimming of Apple for the third consecutive quarter may indicate that Buffett views the stock as fully valued or is rebalancing the portfolio. However, Apple remains a significant holding, suggesting that Berkshire still sees long-term value in the company. Amazon Reduction: The substantial cut in Amazon holdings (over 77%) is noteworthy. This could be due to valuation c

koolgal

02-20

🧧🧧🧧Should we follow Warren Buffett & sit on cash? Is the selling of Apple & Amazon a tech bubble warning? Here is my view: Buffett is 94. He is not trying to time Nvidia's next earnings beat or Microsoft's next AI announcement. He is preparing Berkshire for the next 50 years, not the next 50 trading days. When you are managing almost USD 1 trillion dollars, you don't buy the dip. You wait for the world to go on clearance sale. For us mere mortals, we don't need to copy every move of the Oracle of Omaha. We definitely don't need to panic sell Nvidia just because he trimmed Apple. We are trying to buy good companies at fair prices without losing sleep. Is it time to buy Nvidia or Microsoft? Yes if you believe that these companies

Shyon

02-20

Buffett’s latest move at Berkshire Hathaway feels more like risk management than a full retreat from tech. Trimming positions such as Apple and raising cash reflects his scale and defensive mandate. It doesn’t automatically mean Big Tech’s growth story is over. The pullback in the NASDAQ Composite looks more like sentiment-driven repositioning to me. With institutions underweight and names like NVIDIA and Microsoft now less crowded, the setup feels more selective than broken. Personally, I’m not moving fully to cash. I prefer scaling in when fear rises. This feels less like a bubble bursting and more like the shift from AI hype to disciplined accumulation. For long-term investors, volatility is often the price we pay for outsized returns. I’d rather build positions gradually than wait for

LazyCat Invests

02-20

Every investor's situation is different and it is more so between retail investors Vs institutions. For retail investors like you and I, we lose to inflation if we try to time the market and sit on cash. For the Oracle, he has a never been a serious investor in tech and hence his actions may not be indicative of a tech bubble burst. For NVIDIA and Microsoft, the formers' hardware is pretty much needed especially when AI is no longer fantasy stuff. For Microsoft, their software are deeply entrenched in corporates and it wouldn't be. possible to unravel it overnight when a respectable alternate is not apparent over the horizon for a silky smooth plug-n-play. Unless Microsoft wishes to be the next Kodiak, I wouldn't imagine that it will sit around and do nothing. Would it be possible then to

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Not a miss. A loss. The first monthly job loss in over two years. They expected +80,000. Then they quietly revised May and June down by 103,000 combined. The headline? \"Unemployment fell to 4.1%.\" It fell because 264,000 people stopped looking. When you stop counting the desperate, the numbers look better. Gold knew. It jumped $102 in one session. Tuesday.&nbsp; Iran named its price for the Strait of Hormuz: fifty years of U.S. war reparations The strait that carries 20% of the world's oil. Still closed. Tehran is using the world's","listText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Monday.&nbsp; The BLS reported July payrolls: -23,000 jobs. Not a miss. A loss. The first monthly job loss in over two years. They expected +80,000. Then they quietly revised May and June down by 103,000 combined. The headline? \"Unemployment fell to 4.1%.\" It fell because 264,000 people stopped looking. When you stop counting the desperate, the numbers look better. Gold knew. It jumped $102 in one session. Tuesday.&nbsp; Iran named its price for the Strait of Hormuz: fifty years of U.S. war reparations The strait that carries 20% of the world's oil. Still closed. Tehran is using the world's","text":"$SoundHound AI Inc(SOUN)$ $NVIDIA(NVDA)$ Monday. The BLS reported July payrolls: -23,000 jobs. Not a miss. A loss. The first monthly job loss in over two years. They expected +80,000. Then they quietly revised May and June down by 103,000 combined. The headline? \"Unemployment fell to 4.1%.\" It fell because 264,000 people stopped looking. When you stop counting the desperate, the numbers look better. Gold knew. It jumped $102 in one session. Tuesday. Iran named its price for the Strait of Hormuz: fifty years of U.S. war reparations The strait that carries 20% of the world's oil. Still closed. Tehran is using the world's","images":[{"img":"https://community-static.tradeup.com/news/7d1d1e9c5419dbd0091fd4d296c6ce6c","width":"1076","height":"1256"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/597309507637912","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000340","authorId":"9000000000000340","name":"zinglee","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000340","idStr":"9000000000000340"},"content":"I added my last cash to Nvidia. Macro panic can scream all it wants, AI demand is the only line I care about lol","text":"I added my last cash to Nvidia. Macro panic can scream all it wants, AI demand is the only line I care about lol","html":"I added my last cash to Nvidia. Macro panic can scream all it wants, AI demand is the only line I care about lol"},{"author":{"id":"3479274765649363","authorId":"3479274765649363","name":"lolmei","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274765649363","idStr":"3479274765649363"},"content":"Who said 7799 is bullish when 432B got burned in a month?","text":"Who said 7799 is bullish when 432B got burned in a month?","html":"Who said 7799 is bullish when 432B got burned in a month?"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":597228696322424,"gmtCreate":1786834560654,"gmtModify":1786895465026,"author":{"id":"4235391666137582","authorId":"4235391666137582","name":"Adz5150","avatar":"https://community-static.tradeup.com/news/777877f922d5d7b3a0e970c935690d15","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235391666137582","idStr":"4235391666137582"},"themes":[],"title":"🧠 Smart Money Can’t Agree on AI. That Might Be the Biggest 13F Signal","htmlText":"Everyone opens the latest 13F filings looking for the same thing: What did smart money buy? I think that misses the more interesting question. What if smart money itself cannot agree? 🤔 The latest Q2 2026 filings show exactly that. Across more than 6,000 institutional filings reviewed by Reuters, there was surprisingly little agreement about where the next big returns in technology will come from. Nearly 44% of institutions reduced exposure to the Magnificent Seven, while about 42% increased or initiated positions. That is almost a coin flip. For me, that might be more useful than any individual billionaire’s purchase. 🧠 Signal #1: The AI trade is splitting into different camps AI is no longer one trade. A year or two ago, the strategy could almost be simplified to: AI spending rises ➡️ ch","listText":"Everyone opens the latest 13F filings looking for the same thing: What did smart money buy? I think that misses the more interesting question. What if smart money itself cannot agree? 🤔 The latest Q2 2026 filings show exactly that. Across more than 6,000 institutional filings reviewed by Reuters, there was surprisingly little agreement about where the next big returns in technology will come from. Nearly 44% of institutions reduced exposure to the Magnificent Seven, while about 42% increased or initiated positions. That is almost a coin flip. For me, that might be more useful than any individual billionaire’s purchase. 🧠 Signal #1: The AI trade is splitting into different camps AI is no longer one trade. A year or two ago, the strategy could almost be simplified to: AI spending rises ➡️ ch","text":"Everyone opens the latest 13F filings looking for the same thing: What did smart money buy? I think that misses the more interesting question. What if smart money itself cannot agree? 🤔 The latest Q2 2026 filings show exactly that. 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This structure shifts credit risk from NVIDIA's balance sheet to institutional investors while securing future demand and strengthening the company's competitive position against AMD. Analysts reaffirmed Buy or Overweight ratings with high price targets, and a technical breakout could push NVIDIA's stock toward approximately $270 ahead of late-August earnings.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; NVIDIA has lined up more than $500 billion in third-party capital from firms like BlackRock and Goldman Sachs to finance GPU capacity through special purpose vehicles. This structure shifts credit risk from NVIDIA's balance sheet to institutional investors while securing future demand and strengthening the company's competitive position against AMD. Analysts reaffirmed Buy or Overweight ratings with high price targets, and a technical breakout could push NVIDIA's stock toward approximately $270 ahead of late-August earnings.","text":"$NVIDIA(NVDA)$ NVIDIA has lined up more than $500 billion in third-party capital from firms like BlackRock and Goldman Sachs to finance GPU capacity through special purpose vehicles. This structure shifts credit risk from NVIDIA's balance sheet to institutional investors while securing future demand and strengthening the company's competitive position against AMD. Analysts reaffirmed Buy or Overweight ratings with high price targets, and a technical breakout could push NVIDIA's stock toward approximately $270 ahead of late-August earnings.","images":[{"img":"https://community-static.tradeup.com/news/a1597af3048e5b4095b49d37fa75bab9","width":"900","height":"900"},{"img":"https://community-static.tradeup.com/news/773c02e6b4fa2371fbdd2b9aba319ce3","width":"1179","height":"689"},{"img":"https://community-static.tradeup.com/news/5ccf26517b1faa3d0dae465a32296487","width":"958","height":"392"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/597087865692696","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$NVIDIA(NVDA)$ Wall Street analysts project an average 12-month price target of roughly $303 to $310 for NVIDIA Corporation (NASDAQ: NVDA), representing a potential upside of about 35% to 37% from its trading price near $225. Forecasts range from a low of $180 up to a high of $525, backed by an overall \"Strong Buy\" consensus. Key Growth Drivers AI Chip Demand: High enterprise spending on artificial intelligence infrastructure and accelerators continues to drive massive revenue growth. Upcoming Earnings: Market attention is heavily focused on the August 26 earnings report, which analysts view as a major catalyst for near-term momentum. New Architectures: Accelerated shipments of upcoming hardware lines (such as Vera Rubin models) are expected to support strong forward guidance. Potential Risks Risk Levels: Trading history in 2026 shows the stock encountering resistance near the $225 mark, with past pullbacks dipping toward $200. Valuation & Macro Pressure: Export restrictions and broader macroeconomic shifts remain wildcards for high-flying tech valuations.","text":"$NVIDIA(NVDA)$ Wall Street analysts project an average 12-month price target of roughly $303 to $310 for NVIDIA Corporation (NASDAQ: NVDA), representing a potential upside of about 35% to 37% from its trading price near $225. Forecasts range from a low of $180 up to a high of $525, backed by an overall \"Strong Buy\" consensus. Key Growth Drivers AI Chip Demand: High enterprise spending on artificial intelligence infrastructure and accelerators continues to drive massive revenue growth. Upcoming Earnings: Market attention is heavily focused on the August 26 earnings report, which analysts view as a major catalyst for near-term momentum. New Architectures: Accelerated shipments of upcoming hardware lines (such as Vera Rubin models) are expected to support strong forward guidance. Potential Risks Risk Levels: Trading history in 2026 shows the stock encountering resistance near the $225 mark, with past pullbacks dipping toward $200. Valuation & Macro Pressure: Export restrictions and broader macroeconomic shifts remain wildcards for high-flying tech valuations.","html":"$NVIDIA(NVDA)$ Wall Street analysts project an average 12-month price target of roughly $303 to $310 for NVIDIA Corporation (NASDAQ: NVDA), representing a potential upside of about 35% to 37% from its trading price near $225. Forecasts range from a low of $180 up to a high of $525, backed by an overall \"Strong Buy\" consensus. Key Growth Drivers AI Chip Demand: High enterprise spending on artificial intelligence infrastructure and accelerators continues to drive massive revenue growth. Upcoming Earnings: Market attention is heavily focused on the August 26 earnings report, which analysts view as a major catalyst for near-term momentum. New Architectures: Accelerated shipments of upcoming hardware lines (such as Vera Rubin models) are expected to support strong forward guidance. Potential Risks Risk Levels: Trading history in 2026 shows the stock encountering resistance near the $225 mark, with past pullbacks dipping toward $200. Valuation & Macro Pressure: Export restrictions and broader macroeconomic shifts remain wildcards for high-flying tech valuations."},{"author":{"id":"3479274725915373","authorId":"3479274725915373","name":"wigglyz","avatar":"https://static.tigerbbs.com/11f0390f4344fa15e794478b64ee460f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274725915373","idStr":"3479274725915373"},"content":"500B off balance sheet is nasty work for AMD. If that SPV demand lock really sticks, late August could get spicy","text":"500B off balance sheet is nasty work for AMD. If that SPV demand lock really sticks, late August could get spicy","html":"500B off balance sheet is nasty work for AMD. If that SPV demand lock really sticks, late August could get spicy"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":596802136872504,"gmtCreate":1786730338883,"gmtModify":1786730341893,"author":{"id":"3581848738168826","authorId":"3581848738168826","name":"Am3n_Tao","avatar":"https://static.tigerbbs.com/d81c8ea5373c208bbd040da97fc95c71","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581848738168826","idStr":"3581848738168826"},"themes":[],"title":"","htmlText":"Good. Lets see what Abel is Able to do and pivot into what others. Follow Buffett no buffet.","listText":"Good. Lets see what Abel is Able to do and pivot into what others. Follow Buffett no buffet.","text":"Good. Lets see what Abel is Able to do and pivot into what others. Follow Buffett no buffet.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596802136872504","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000414","authorId":"9000000000000414","name":"squishx","avatar":"https://static.tigerbbs.com/4c010dff9f9669483fb4044792ea6c57","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000414","idStr":"9000000000000414"},"content":"I’ve been tracking management calls too, pivot talk is cheap. Resource allocation is the real test here","text":"I’ve been tracking management calls too, pivot talk is cheap. Resource allocation is the real test here","html":"I’ve been tracking management calls too, pivot talk is cheap. Resource allocation is the real test here"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596754244272672,"gmtCreate":1786718623503,"gmtModify":1786718626480,"author":{"id":"3568512771808572","authorId":"3568512771808572","name":"Demilo","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568512771808572","idStr":"3568512771808572"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> trend","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> trend","text":"$SpaceX(SPCX)$ trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596754244272672","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596536336442512,"gmtCreate":1786665441908,"gmtModify":1786668243397,"author":{"id":"4212488470554972","authorId":"4212488470554972","name":"FAITHFULLY","avatar":"https://community-static.tradeup.com/news/5131123a2df21fbd7c3d132001161937","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4212488470554972","idStr":"4212488470554972"},"themes":[],"title":"","htmlText":"Q2 13F season: Berkshire just ended a 14-quarter selling streak — is \"smart money\" turning bullish again? Berkshire disclosed roughly $19.8bn in net equity purchases for Q2 — its first net-buying quarter since Q4 2022. The headline piece: a $10bn direct private placement into Alphabet, which now sits among Berkshire's top five holdings alongside Apple, American Express, Bank of America, and Coca-Cola. Apple still anchors the book at ~$58bn, roughly 22% of the portfolio. Cash didn't get torched to do it — reserves dipped from ~$397bn to ~$365bn, still a war chest by any normal standard. Layer in the $6.8bn all-cash acquisition of homebuilder Taylor Morrison and $4.5bn in buybacks (Berkshire's biggest in five years), and this reads less like caution easing and more like Greg Abel — now a ful","listText":"Q2 13F season: Berkshire just ended a 14-quarter selling streak — is \"smart money\" turning bullish again? Berkshire disclosed roughly $19.8bn in net equity purchases for Q2 — its first net-buying quarter since Q4 2022. The headline piece: a $10bn direct private placement into Alphabet, which now sits among Berkshire's top five holdings alongside Apple, American Express, Bank of America, and Coca-Cola. Apple still anchors the book at ~$58bn, roughly 22% of the portfolio. Cash didn't get torched to do it — reserves dipped from ~$397bn to ~$365bn, still a war chest by any normal standard. Layer in the $6.8bn all-cash acquisition of homebuilder Taylor Morrison and $4.5bn in buybacks (Berkshire's biggest in five years), and this reads less like caution easing and more like Greg Abel — now a ful","text":"Q2 13F season: Berkshire just ended a 14-quarter selling streak — is \"smart money\" turning bullish again? Berkshire disclosed roughly $19.8bn in net equity purchases for Q2 — its first net-buying quarter since Q4 2022. The headline piece: a $10bn direct private placement into Alphabet, which now sits among Berkshire's top five holdings alongside Apple, American Express, Bank of America, and Coca-Cola. Apple still anchors the book at ~$58bn, roughly 22% of the portfolio. Cash didn't get torched to do it — reserves dipped from ~$397bn to ~$365bn, still a war chest by any normal standard. Layer in the $6.8bn all-cash acquisition of homebuilder Taylor Morrison and $4.5bn in buybacks (Berkshire's biggest in five years), and this reads less like caution easing and more like Greg Abel — now a ful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596536336442512","isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667613676238","authorId":"3527667613676238","name":"moxieoo","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667613676238","idStr":"3527667613676238"},"content":"$10bn via private placement is bullish enough to me. Better terms matter more than optics here — bigger tell is how Abel uses the other $365bn","text":"$10bn via private placement is bullish enough to me. Better terms matter more than optics here — bigger tell is how Abel uses the other $365bn","html":"$10bn via private placement is bullish enough to me. Better terms matter more than optics here — bigger tell is how Abel uses the other $365bn"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596431566521376,"gmtCreate":1786609863064,"gmtModify":1786611985682,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"CPI Came In Bang On. What Rallied Was Nebius, Not Meta","htmlText":"Hello. The figure this market had spent two days sitting still for landed last night, and all four parts of it came in on the nose: July CPI was 3.4 per cent year on year and 0.1 per cent on the month, with the core at 2.5 per cent and 0.2 per cent. Traders trimmed their bets on a September rate rise, with the odds easing to about 33 per cent. The gate opened. The water did not run towards the mega-caps. Of the Magnificent Seven, only <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> rose, up 3.03 per cent. <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> fell 3.38 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 2.26 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.</a>","listText":"Hello. The figure this market had spent two days sitting still for landed last night, and all four parts of it came in on the nose: July CPI was 3.4 per cent year on year and 0.1 per cent on the month, with the core at 2.5 per cent and 0.2 per cent. Traders trimmed their bets on a September rate rise, with the odds easing to about 33 per cent. The gate opened. The water did not run towards the mega-caps. Of the Magnificent Seven, only <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> rose, up 3.03 per cent. <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> fell 3.38 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 2.26 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.</a>","text":"Hello. The figure this market had spent two days sitting still for landed last night, and all four parts of it came in on the nose: July CPI was 3.4 per cent year on year and 0.1 per cent on the month, with the core at 2.5 per cent and 0.2 per cent. Traders trimmed their bets on a September rate rise, with the odds easing to about 33 per cent. The gate opened. The water did not run towards the mega-caps. Of the Magnificent Seven, only $NVIDIA(NVDA)$ rose, up 3.03 per cent. $Meta Platforms, Inc.(META)$ fell 3.38 per cent, $Microsoft(MSFT)$ 2.26 per cent, $Amazon.","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":20,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/596431566521376","isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4137112450961772","authorId":"4137112450961772","name":"靖润","avatar":"https://community-static.tradeup.com/news/84e4282a20159c824fd7beaa97094ebf","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4137112450961772","idStr":"4137112450961772"},"content":"The question you asked just happens to poke at the core contradiction of this 500 billion transaction. Both cars and aircraft have a mature used car market, and the residual value is traded in the market, not promised by the manufacturer. Nvidia said that \"the chip retains at least 25% of its residual value\", which is essentially to cover its own risks, help customers strip depreciation from computing power costs, and turn AI chips into financeable assets. Its real intention is to lower the threshold of customer procurement and accelerate the expansion of computing infrastructure, rather than providing customers with safety cushions. The pricing basis of this guarantee is that the demand for computing power continues to grow, and the supply of GPUs will not be excessive. If the next-generation GPU performance improves greatly enough, the residual value of the previous generation will be repriced by the market. The real risk lies in technological iteration. If the performance difference of the next generation GPU is large enough, the residual value of the previous generation product will be repriced by the market, and Nvidia itself can't handle the bottom. When the market digests the supply shock, Nvidia can only choose between repurchasing second-hand chips and price subsidies. The expected cost of supporting the residual value will squeeze out the profit margins of other businesses. It is a solid foundation for trading, as the residual value guarantee emboldens customers to place long-term orders; It is also a potential weakness of the transaction, because once the technology iterates faster than the market demand is digested, this guarantee becomes a liability. The current direction is clear enough, but the speed of technology iteration remains a key variable that needs to be continuously observed in subsequent earnings reports.","text":"The question you asked just happens to poke at the core contradiction of this 500 billion transaction. Both cars and aircraft have a mature used car market, and the residual value is traded in the market, not promised by the manufacturer. Nvidia said that \"the chip retains at least 25% of its residual value\", which is essentially to cover its own risks, help customers strip depreciation from computing power costs, and turn AI chips into financeable assets. Its real intention is to lower the threshold of customer procurement and accelerate the expansion of computing infrastructure, rather than providing customers with safety cushions. The pricing basis of this guarantee is that the demand for computing power continues to grow, and the supply of GPUs will not be excessive. If the next-generation GPU performance improves greatly enough, the residual value of the previous generation will be repriced by the market. The real risk lies in technological iteration. If the performance difference of the next generation GPU is large enough, the residual value of the previous generation product will be repriced by the market, and Nvidia itself can't handle the bottom. When the market digests the supply shock, Nvidia can only choose between repurchasing second-hand chips and price subsidies. The expected cost of supporting the residual value will squeeze out the profit margins of other businesses. It is a solid foundation for trading, as the residual value guarantee emboldens customers to place long-term orders; It is also a potential weakness of the transaction, because once the technology iterates faster than the market demand is digested, this guarantee becomes a liability. The current direction is clear enough, but the speed of technology iteration remains a key variable that needs to be continuously observed in subsequent earnings reports.","html":"The question you asked just happens to poke at the core contradiction of this 500 billion transaction. Both cars and aircraft have a mature used car market, and the residual value is traded in the market, not promised by the manufacturer. Nvidia said that \"the chip retains at least 25% of its residual value\", which is essentially to cover its own risks, help customers strip depreciation from computing power costs, and turn AI chips into financeable assets. Its real intention is to lower the threshold of customer procurement and accelerate the expansion of computing infrastructure, rather than providing customers with safety cushions. The pricing basis of this guarantee is that the demand for computing power continues to grow, and the supply of GPUs will not be excessive. If the next-generation GPU performance improves greatly enough, the residual value of the previous generation will be repriced by the market. The real risk lies in technological iteration. If the performance difference of the next generation GPU is large enough, the residual value of the previous generation product will be repriced by the market, and Nvidia itself can't handle the bottom. When the market digests the supply shock, Nvidia can only choose between repurchasing second-hand chips and price subsidies. The expected cost of supporting the residual value will squeeze out the profit margins of other businesses. It is a solid foundation for trading, as the residual value guarantee emboldens customers to place long-term orders; It is also a potential weakness of the transaction, because once the technology iterates faster than the market demand is digested, this guarantee becomes a liability. The current direction is clear enough, but the speed of technology iteration remains a key variable that needs to be continuously observed in subsequent earnings reports."},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I think the 25% residual-value guarantee is both the foundation and the biggest risk of the deal. It gives lenders confidence to finance massive GPU deployments, but the real question is whether these chips will still have meaningful value when the loans mature in 3–5 years. I’m encouraged by the fact that older $NVIDIA(NVDA)$ GPUs like the A100 are still being used, while CUDA keeps extending the useful life of existing hardware. But unlike cars or aircraft, there isn’t a mature secondary market for obsolete GPUs, so depreciation risk remains difficult to price. For me, the structure is bullish for AI infrastructure in the near term, but I wouldn’t treat the guarantee as risk-free. I’d rather invest in companies with strong contracts and improving cash flow, instead of relying purely on future demand or asset values. @Marktomarket @TigerClub @TigerStars @Tiger_comments","text":"I think the 25% residual-value guarantee is both the foundation and the biggest risk of the deal. It gives lenders confidence to finance massive GPU deployments, but the real question is whether these chips will still have meaningful value when the loans mature in 3–5 years. I’m encouraged by the fact that older $NVIDIA(NVDA)$ GPUs like the A100 are still being used, while CUDA keeps extending the useful life of existing hardware. But unlike cars or aircraft, there isn’t a mature secondary market for obsolete GPUs, so depreciation risk remains difficult to price. For me, the structure is bullish for AI infrastructure in the near term, but I wouldn’t treat the guarantee as risk-free. I’d rather invest in companies with strong contracts and improving cash flow, instead of relying purely on future demand or asset values. @Marktomarket @TigerClub @TigerStars @Tiger_comments","html":"I think the 25% residual-value guarantee is both the foundation and the biggest risk of the deal. It gives lenders confidence to finance massive GPU deployments, but the real question is whether these chips will still have meaningful value when the loans mature in 3–5 years. I’m encouraged by the fact that older $NVIDIA(NVDA)$ GPUs like the A100 are still being used, while CUDA keeps extending the useful life of existing hardware. But unlike cars or aircraft, there isn’t a mature secondary market for obsolete GPUs, so depreciation risk remains difficult to price. For me, the structure is bullish for AI infrastructure in the near term, but I wouldn’t treat the guarantee as risk-free. I’d rather invest in companies with strong contracts and improving cash flow, instead of relying purely on future demand or asset values. @Marktomarket @TigerClub @TigerStars @Tiger_comments"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596256617087288,"gmtCreate":1786597256621,"gmtModify":1786598088063,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"I would lean towards Buffett’s Alphabet bet, rather than blindly following the broader institutional semiconductor trade. Berkshire becoming a net equity buyer after 14 straight quarters of selling is significant, with roughly $10bn going into Alphabet. Alphabet gives exposure to AI through cloud, models and advertising monetisation without relying solely on ever-rising infrastructure spending. The Nvidia ecosystem is compelling too. Citi’s increased Micron and AMD positions suggest institutions still see upside across the semiconductor chain. But that trade carries greater cyclicality and raises the question of whether AI capex is creating genuinely independent demand or increasingly circular investment. My choice: Alphabet for risk-adjusted upside; semiconductors for higher-beta exposure","listText":"I would lean towards Buffett’s Alphabet bet, rather than blindly following the broader institutional semiconductor trade. Berkshire becoming a net equity buyer after 14 straight quarters of selling is significant, with roughly $10bn going into Alphabet. Alphabet gives exposure to AI through cloud, models and advertising monetisation without relying solely on ever-rising infrastructure spending. The Nvidia ecosystem is compelling too. Citi’s increased Micron and AMD positions suggest institutions still see upside across the semiconductor chain. But that trade carries greater cyclicality and raises the question of whether AI capex is creating genuinely independent demand or increasingly circular investment. My choice: Alphabet for risk-adjusted upside; semiconductors for higher-beta exposure","text":"I would lean towards Buffett’s Alphabet bet, rather than blindly following the broader institutional semiconductor trade. Berkshire becoming a net equity buyer after 14 straight quarters of selling is significant, with roughly $10bn going into Alphabet. Alphabet gives exposure to AI through cloud, models and advertising monetisation without relying solely on ever-rising infrastructure spending. The Nvidia ecosystem is compelling too. Citi’s increased Micron and AMD positions suggest institutions still see upside across the semiconductor chain. But that trade carries greater cyclicality and raises the question of whether AI capex is creating genuinely independent demand or increasingly circular investment. My choice: Alphabet for risk-adjusted upside; semiconductors for higher-beta exposure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596256617087288","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274709299900","authorId":"3479274709299900","name":"YumZoay","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274709299900","idStr":"3479274709299900"},"content":"I went back through Berkshire’s recent flow too — the Alphabet add looks more like cloud plus ad monetization than pure AI capex beta. That part feels sturdier","text":"I went back through Berkshire’s recent flow too — the Alphabet add looks more like cloud plus ad monetization than pure AI capex beta. That part feels sturdier","html":"I went back through Berkshire’s recent flow too — the Alphabet add looks more like cloud plus ad monetization than pure AI capex beta. That part feels sturdier"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596232434585696,"gmtCreate":1786591338212,"gmtModify":1786695000061,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"Under Abel, BRK.B outpacing US Market ?","htmlText":"US companies’ quarterly earnings season that started since early-to-mid July 2026, is set to taper off by end August 2026. Overlapping earnings’ time frame is US companies’ 13F filings for Q2 2026, is on target to complete by this Fri, 14 Aug 2026. On Sat, 8 Aug 2026, <a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a> reported stronger-than-expected Q2 2026 results. This, as CEO Greg Abel : Ramped up share buybacks. Invested heavily in other stocks. Began to put a dent in the $380 billion cash hoard built during Buffett’s final years of running the conglomerate. Berkshire reported Q2 earnings of almost $25.7 billion, above Q2 2025’s $12.4 billion, attributing it to higher (a) operating profits &amp; (b) investment portfolio gains. Operating Profits. Operating earnings,","listText":"US companies’ quarterly earnings season that started since early-to-mid July 2026, is set to taper off by end August 2026. Overlapping earnings’ time frame is US companies’ 13F filings for Q2 2026, is on target to complete by this Fri, 14 Aug 2026. On Sat, 8 Aug 2026, <a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a> reported stronger-than-expected Q2 2026 results. This, as CEO Greg Abel : Ramped up share buybacks. Invested heavily in other stocks. Began to put a dent in the $380 billion cash hoard built during Buffett’s final years of running the conglomerate. Berkshire reported Q2 earnings of almost $25.7 billion, above Q2 2025’s $12.4 billion, attributing it to higher (a) operating profits &amp; (b) investment portfolio gains. Operating Profits. Operating earnings,","text":"US companies’ quarterly earnings season that started since early-to-mid July 2026, is set to taper off by end August 2026. Overlapping earnings’ time frame is US companies’ 13F filings for Q2 2026, is on target to complete by this Fri, 14 Aug 2026. On Sat, 8 Aug 2026, $Berkshire Hathaway(BRK.B)$ reported stronger-than-expected Q2 2026 results. This, as CEO Greg Abel : Ramped up share buybacks. Invested heavily in other stocks. Began to put a dent in the $380 billion cash hoard built during Buffett’s final years of running the conglomerate. Berkshire reported Q2 earnings of almost $25.7 billion, above Q2 2025’s $12.4 billion, attributing it to higher (a) operating profits & (b) investment portfolio gains. Operating Profits. Operating earnings,","images":[{"img":"https://community-static.tradeup.com/news/cdb8775670b89720af2fac7dcf51eba5","width":"606","height":"311"},{"img":"https://community-static.tradeup.com/news/a2d6edfd3065f89e4f413994b049238e","width":"969","height":"205"},{"img":"https://community-static.tradeup.com/news/305d17c1ad59559a7c281f9ee6870c2a","width":"1350","height":"886"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":96,"commentSize":11,"repostSize":398,"link":"https://ttm.financial/post/596232434585696","isVote":1,"tweetType":1,"viewCount":6367,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274736896740","authorId":"3479274736896740","name":"chenobserver","avatar":"https://static.tigerbbs.com/43ddaf98f8b73f357b3e60b4a7742c22","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274736896740","idStr":"3479274736896740"},"content":"16.3% op profit growth is real, but I care more whether Abel can keep that discipline through the next cycle. Reclaiming 539.80 soon feels possible, but not a lock","text":"16.3% op profit growth is real, but I care more whether Abel can keep that discipline through the next cycle. Reclaiming 539.80 soon feels possible, but not a lock","html":"16.3% op profit growth is real, but I care more whether Abel can keep that discipline through the next cycle. Reclaiming 539.80 soon feels possible, but not a lock"},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 @Barcode @koolgal @Shyon @Aqa @DiAngel @Shernice軒嬣 2000","text":"Nice Sharing 😁 @Barcode @koolgal @Shyon @Aqa @DiAngel @Shernice軒嬣 2000","html":"Nice Sharing 😁 @Barcode @koolgal @Shyon @Aqa @DiAngel @Shernice軒嬣 2000"}],"imageCount":13,"langContent":"EN","totalScore":0},{"id":596051947029488,"gmtCreate":1786517095017,"gmtModify":1786523510963,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"One US$500 Billion Deal: The Fee Collectors Rose, the Payers Fell","htmlText":"Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> down 2.09 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> 1.5 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAP</a>","listText":"Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> down 2.09 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> 1.5 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAP</a>","text":"Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; $Amazon.com(AMZN)$ down 2.09 per cent, $Broadcom(AVGO)$ 1.5 per cent, $Apple(AAP","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":31,"commentSize":8,"repostSize":3,"link":"https://ttm.financial/post/596051947029488","isVote":1,"tweetType":1,"viewCount":1455,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply \"buying $23.5 billion in stocks\".","text":"I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply \"buying $23.5 billion in stocks\".","html":"I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply \"buying $23.5 billion in stocks\"."},{"author":{"id":"4137112450961772","authorId":"4137112450961772","name":"靖润","avatar":"https://community-static.tradeup.com/news/84e4282a20159c824fd7beaa97094ebf","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4137112450961772","idStr":"4137112450961772"},"content":"The CPI tonight is just an appetizer, and this $500 billion deal is the real main course. The market is already pricing: money is in place, but the efficiency of spending is beginning to be questioned. Data doesn't lie: KKR rose 6.88%, Apollo rose 6.26%, Brookfield rose 4.77%, Blackstone rose 3.89% and BlackRock rose 1.54%. The stock price of the person providing the money is rising, indicating that the market believes that the money will generate steady interest yields when lent. On the other hand, Alphabet fell 3.61%, Amazon fell 2.09%, Broadcom fell 1.5%, Apple fell 1.09%, and Microsoft fell 0.44%. The declining share price of the spenders indicates that the market is beginning to question the efficiency of returns on these capital expenditures. Nvidia itself fell 0.02%, and it didn't move sideways, indicating that the market hasn't decided whether it collects or spends money, and it is in the middle. The capital supply side is rising, and the technology expenditure side is falling. This differentiation is clear enough that there is no need to wait for any data to confirm the direction. The market is pricing the structure of \"revolving financing\": those who borrow money earn interest, those who spend money are questioned, and those who are caught in the middle wait and see. This is the first systematic repricing of AI infrastructure efficiency and will not be completed in a day. CPI is the secondary variable tonight. If it is mild, the differentiation trend will not change, but the rising time will be advanced. If it exceeds expectations, the differentiation intensifies, because the efficiency of capital expenditure will be more scrutinized in a high-interest rate environment. In the short term, assets such as KKR, Apollo, Brookfield and Blackstone will not be significantly adjusted, and technology giants such as Alphabet, Amazon, Broadcom, Apple and Microsoft may still face continuous pressure. CPI data only affects the rhythm and will not change this differentiation trend. The direction of interest rate expectations is clear enough that all that's left is a matter of time. Berkshire started buying after 14 consecutive quarters of net selling, which is the most conservative money coming in. They are not here to chase up, they are here to collect interest. When the most conservative money starts to enter the market, it means that there is not much controversy in this direction.","text":"The CPI tonight is just an appetizer, and this $500 billion deal is the real main course. The market is already pricing: money is in place, but the efficiency of spending is beginning to be questioned. Data doesn't lie: KKR rose 6.88%, Apollo rose 6.26%, Brookfield rose 4.77%, Blackstone rose 3.89% and BlackRock rose 1.54%. The stock price of the person providing the money is rising, indicating that the market believes that the money will generate steady interest yields when lent. On the other hand, Alphabet fell 3.61%, Amazon fell 2.09%, Broadcom fell 1.5%, Apple fell 1.09%, and Microsoft fell 0.44%. The declining share price of the spenders indicates that the market is beginning to question the efficiency of returns on these capital expenditures. Nvidia itself fell 0.02%, and it didn't move sideways, indicating that the market hasn't decided whether it collects or spends money, and it is in the middle. The capital supply side is rising, and the technology expenditure side is falling. This differentiation is clear enough that there is no need to wait for any data to confirm the direction. The market is pricing the structure of \"revolving financing\": those who borrow money earn interest, those who spend money are questioned, and those who are caught in the middle wait and see. This is the first systematic repricing of AI infrastructure efficiency and will not be completed in a day. CPI is the secondary variable tonight. If it is mild, the differentiation trend will not change, but the rising time will be advanced. If it exceeds expectations, the differentiation intensifies, because the efficiency of capital expenditure will be more scrutinized in a high-interest rate environment. In the short term, assets such as KKR, Apollo, Brookfield and Blackstone will not be significantly adjusted, and technology giants such as Alphabet, Amazon, Broadcom, Apple and Microsoft may still face continuous pressure. CPI data only affects the rhythm and will not change this differentiation trend. The direction of interest rate expectations is clear enough that all that's left is a matter of time. Berkshire started buying after 14 consecutive quarters of net selling, which is the most conservative money coming in. They are not here to chase up, they are here to collect interest. When the most conservative money starts to enter the market, it means that there is not much controversy in this direction.","html":"The CPI tonight is just an appetizer, and this $500 billion deal is the real main course. The market is already pricing: money is in place, but the efficiency of spending is beginning to be questioned. Data doesn't lie: KKR rose 6.88%, Apollo rose 6.26%, Brookfield rose 4.77%, Blackstone rose 3.89% and BlackRock rose 1.54%. The stock price of the person providing the money is rising, indicating that the market believes that the money will generate steady interest yields when lent. On the other hand, Alphabet fell 3.61%, Amazon fell 2.09%, Broadcom fell 1.5%, Apple fell 1.09%, and Microsoft fell 0.44%. The declining share price of the spenders indicates that the market is beginning to question the efficiency of returns on these capital expenditures. Nvidia itself fell 0.02%, and it didn't move sideways, indicating that the market hasn't decided whether it collects or spends money, and it is in the middle. The capital supply side is rising, and the technology expenditure side is falling. This differentiation is clear enough that there is no need to wait for any data to confirm the direction. The market is pricing the structure of \"revolving financing\": those who borrow money earn interest, those who spend money are questioned, and those who are caught in the middle wait and see. This is the first systematic repricing of AI infrastructure efficiency and will not be completed in a day. CPI is the secondary variable tonight. If it is mild, the differentiation trend will not change, but the rising time will be advanced. If it exceeds expectations, the differentiation intensifies, because the efficiency of capital expenditure will be more scrutinized in a high-interest rate environment. In the short term, assets such as KKR, Apollo, Brookfield and Blackstone will not be significantly adjusted, and technology giants such as Alphabet, Amazon, Broadcom, Apple and Microsoft may still face continuous pressure. CPI data only affects the rhythm and will not change this differentiation trend. The direction of interest rate expectations is clear enough that all that's left is a matter of time. Berkshire started buying after 14 consecutive quarters of net selling, which is the most conservative money coming in. They are not here to chase up, they are here to collect interest. When the most conservative money starts to enter the market, it means that there is not much controversy in this direction."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":538019400713704,"gmtCreate":1772373979793,"gmtModify":1772373987193,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"htmlText":"For me, I will follow Buffett's lead and sit on&nbsp; cash.","listText":"For me, I will follow Buffett's lead and sit on&nbsp; cash.","text":"For me, I will follow Buffett's lead and sit on cash.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/538019400713704","isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536276809299440,"gmtCreate":1771948543945,"gmtModify":1771948551482,"author":{"id":"3568890919326854","authorId":"3568890919326854","name":"calico","avatar":"https://static.tigerbbs.com/6a72854f276a4356cfa05e00cab8f047","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568890919326854","idStr":"3568890919326854"},"themes":[],"title":"","htmlText":"Amazon going places after buffet's talk","listText":"Amazon going places after buffet's talk","text":"Amazon going places after buffet's talk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536276809299440","isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536087164445032,"gmtCreate":1771902207260,"gmtModify":1771902211507,"author":{"id":"3581931608961006","authorId":"3581931608961006","name":"Ha0","avatar":"https://static.tigerbbs.com/686e76fdb92e536941681fe867222e8d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581931608961006","idStr":"3581931608961006"},"themes":[],"title":"","htmlText":"last move by buffett","listText":"last move by buffett","text":"last move by buffett","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536087164445032","isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":535908507300664,"gmtCreate":1771858599331,"gmtModify":1771858816068,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"themes":[],"htmlText":"13F : Never doubt Warren Buffett. His Berkshire Hathaway holds significant, long-term stakes in five major Japanese trading houses—Mitsubishi Corp, Mitsui &amp; Co, Sumitomo, Marubeni, and Itochu—totaling over $30 billion as of late 2025. He purchased them in 2020 at their low. Now they have increased 10% each. These investments have high, stable dividends, diversified business models, and low-cost financing via yen-denominated bonds. Thanks for the invites<a href=\"https://ttm.financial/U/3585001294737518\"> @Universe宇宙 </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","listText":"13F : Never doubt Warren Buffett. His Berkshire Hathaway holds significant, long-term stakes in five major Japanese trading houses—Mitsubishi Corp, Mitsui &amp; Co, Sumitomo, Marubeni, and Itochu—totaling over $30 billion as of late 2025. He purchased them in 2020 at their low. Now they have increased 10% each. These investments have high, stable dividends, diversified business models, and low-cost financing via yen-denominated bonds. Thanks for the invites<a href=\"https://ttm.financial/U/3585001294737518\"> @Universe宇宙 </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","text":"13F : Never doubt Warren Buffett. His Berkshire Hathaway holds significant, long-term stakes in five major Japanese trading houses—Mitsubishi Corp, Mitsui & Co, Sumitomo, Marubeni, and Itochu—totaling over $30 billion as of late 2025. He purchased them in 2020 at their low. Now they have increased 10% each. These investments have high, stable dividends, diversified business models, and low-cost financing via yen-denominated bonds. Thanks for the invites @Universe宇宙 @icycrystal @Tiger_comments","images":[{"img":"https://community-static.tradeup.com/news/cb02e5fb5f5d7259feb03456a7f59ade"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/535908507300664","isVote":1,"tweetType":1,"viewCount":2004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":535132251677920,"gmtCreate":1771669212116,"gmtModify":1771669216143,"author":{"id":"4090968655092710","authorId":"4090968655092710","name":"LucasOng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090968655092710","idStr":"4090968655092710"},"themes":[],"htmlText":"Prepare the warchest to enter the dip","listText":"Prepare the warchest to enter the dip","text":"Prepare the warchest to enter the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/535132251677920","isVote":1,"tweetType":1,"viewCount":2490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534859653506496,"gmtCreate":1771602546785,"gmtModify":1771602902945,"author":{"id":"4143001014413252","authorId":"4143001014413252","name":"TimothyX","avatar":"https://community-static.tradeup.com/news/88095d545705c78d936c6451b3bf62a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143001014413252","idStr":"4143001014413252"},"themes":[],"htmlText":"With the latest 13F disclosure from Berkshire Hathaway, the legendary Warren Buffett’s final portfolio shift before retiring as CEO has come to light. This $274 billion portfolio is not just the Oracle’s \"curtain call\"—it serves as a massive question mark","listText":"With the latest 13F disclosure from Berkshire Hathaway, the legendary Warren Buffett’s final portfolio shift before retiring as CEO has come to light. This $274 billion portfolio is not just the Oracle’s \"curtain call\"—it serves as a massive question mark","text":"With the latest 13F disclosure from Berkshire Hathaway, the legendary Warren Buffett’s final portfolio shift before retiring as CEO has come to light. This $274 billion portfolio is not just the Oracle’s \"curtain call\"—it serves as a massive question mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":18,"link":"https://ttm.financial/post/534859653506496","isVote":1,"tweetType":1,"viewCount":3700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534859246047976,"gmtCreate":1771602431683,"gmtModify":1771929270627,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"htmlText":"Buffett’s latest move at Berkshire Hathaway feels more like risk management than a full retreat from tech. Trimming positions such as Apple and raising cash reflects his scale and defensive mandate. It doesn’t automatically mean Big Tech’s growth story is over. The pullback in the NASDAQ Composite looks more like sentiment-driven repositioning to me. With institutions underweight and names like NVIDIA and Microsoft now less crowded, the setup feels more selective than broken. Personally, I’m not moving fully to cash. I prefer scaling in when fear rises. This feels less like a bubble bursting and more like the shift from AI hype to disciplined accumulation. For long-term investors, volatility is often the price we pay for outsized returns. I’d rather build positions gradually than wait for","listText":"Buffett’s latest move at Berkshire Hathaway feels more like risk management than a full retreat from tech. Trimming positions such as Apple and raising cash reflects his scale and defensive mandate. It doesn’t automatically mean Big Tech’s growth story is over. The pullback in the NASDAQ Composite looks more like sentiment-driven repositioning to me. With institutions underweight and names like NVIDIA and Microsoft now less crowded, the setup feels more selective than broken. Personally, I’m not moving fully to cash. I prefer scaling in when fear rises. This feels less like a bubble bursting and more like the shift from AI hype to disciplined accumulation. For long-term investors, volatility is often the price we pay for outsized returns. I’d rather build positions gradually than wait for","text":"Buffett’s latest move at Berkshire Hathaway feels more like risk management than a full retreat from tech. Trimming positions such as Apple and raising cash reflects his scale and defensive mandate. It doesn’t automatically mean Big Tech’s growth story is over. The pullback in the NASDAQ Composite looks more like sentiment-driven repositioning to me. With institutions underweight and names like NVIDIA and Microsoft now less crowded, the setup feels more selective than broken. Personally, I’m not moving fully to cash. I prefer scaling in when fear rises. This feels less like a bubble bursting and more like the shift from AI hype to disciplined accumulation. For long-term investors, volatility is often the price we pay for outsized returns. I’d rather build positions gradually than wait for","images":[{"img":"https://community-static.tradeup.com/news/ad5627cba9486020688bcab0abc566ba"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":44,"commentSize":2,"repostSize":17,"link":"https://ttm.financial/post/534859246047976","isVote":1,"tweetType":1,"viewCount":2983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000166","authorId":"9000000000000166","name":"WayneEvans","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000166","idStr":"9000000000000166"},"content":"Spot on! Scaling in when fear rises is golden. Volatility fuels long-term gains.[得意]","text":"Spot on! Scaling in when fear rises is golden. Volatility fuels long-term gains.[得意]","html":"Spot on! Scaling in when fear rises is golden. Volatility fuels long-term gains.[得意]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534868918015336,"gmtCreate":1771602356691,"gmtModify":1771602363352,"author":{"id":"4144844151777102","authorId":"4144844151777102","name":"Cadi Poon","avatar":"https://community-static.tradeup.com/news/c61260ad7946980c4c2c1b47d8284c1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144844151777102","idStr":"4144844151777102"},"themes":[],"htmlText":"Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing.","listText":"Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing.","text":"Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534868918015336","isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534737253635608,"gmtCreate":1771572806262,"gmtModify":1771572811234,"author":{"id":"4219781654753092","authorId":"4219781654753092","name":"TheSteadyBull","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219781654753092","idStr":"4219781654753092"},"themes":[],"htmlText":"Buffett trimming tech looks like risk control, not a crash warning. AI is still strong, but price matters. Buy carefully than just rush in.","listText":"Buffett trimming tech looks like risk control, not a crash warning. AI is still strong, but price matters. Buy carefully than just rush in.","text":"Buffett trimming tech looks like risk control, not a crash warning. AI is still strong, but price matters. Buy carefully than just rush in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534737253635608","isVote":1,"tweetType":1,"viewCount":2953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534685297349136,"gmtCreate":1771559963301,"gmtModify":1771559970280,"author":{"id":"4125532638806262","authorId":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125532638806262","idStr":"4125532638806262"},"themes":[],"htmlText":"Think: good move that the \"Oracle of Omaha\" retreats to be defensive in uncertain times. Reflect: needs discipline to hold cash as took some profits last quarter but itch to buy on dips depletes funds again.","listText":"Think: good move that the \"Oracle of Omaha\" retreats to be defensive in uncertain times. Reflect: needs discipline to hold cash as took some profits last quarter but itch to buy on dips depletes funds again.","text":"Think: good move that the \"Oracle of Omaha\" retreats to be defensive in uncertain times. Reflect: needs discipline to hold cash as took some profits last quarter but itch to buy on dips depletes funds again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":10,"link":"https://ttm.financial/post/534685297349136","isVote":1,"tweetType":1,"viewCount":2183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":596232434585696,"gmtCreate":1786591338212,"gmtModify":1786695000061,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"Under Abel, BRK.B outpacing US Market ?","htmlText":"US companies’ quarterly earnings season that started since early-to-mid July 2026, is set to taper off by end August 2026. Overlapping earnings’ time frame is US companies’ 13F filings for Q2 2026, is on target to complete by this Fri, 14 Aug 2026. On Sat, 8 Aug 2026, <a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a> reported stronger-than-expected Q2 2026 results. This, as CEO Greg Abel : Ramped up share buybacks. Invested heavily in other stocks. Began to put a dent in the $380 billion cash hoard built during Buffett’s final years of running the conglomerate. Berkshire reported Q2 earnings of almost $25.7 billion, above Q2 2025’s $12.4 billion, attributing it to higher (a) operating profits &amp; (b) investment portfolio gains. Operating Profits. Operating earnings,","listText":"US companies’ quarterly earnings season that started since early-to-mid July 2026, is set to taper off by end August 2026. Overlapping earnings’ time frame is US companies’ 13F filings for Q2 2026, is on target to complete by this Fri, 14 Aug 2026. On Sat, 8 Aug 2026, <a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a> reported stronger-than-expected Q2 2026 results. This, as CEO Greg Abel : Ramped up share buybacks. Invested heavily in other stocks. Began to put a dent in the $380 billion cash hoard built during Buffett’s final years of running the conglomerate. Berkshire reported Q2 earnings of almost $25.7 billion, above Q2 2025’s $12.4 billion, attributing it to higher (a) operating profits &amp; (b) investment portfolio gains. Operating Profits. Operating earnings,","text":"US companies’ quarterly earnings season that started since early-to-mid July 2026, is set to taper off by end August 2026. Overlapping earnings’ time frame is US companies’ 13F filings for Q2 2026, is on target to complete by this Fri, 14 Aug 2026. On Sat, 8 Aug 2026, $Berkshire Hathaway(BRK.B)$ reported stronger-than-expected Q2 2026 results. This, as CEO Greg Abel : Ramped up share buybacks. Invested heavily in other stocks. Began to put a dent in the $380 billion cash hoard built during Buffett’s final years of running the conglomerate. Berkshire reported Q2 earnings of almost $25.7 billion, above Q2 2025’s $12.4 billion, attributing it to higher (a) operating profits & (b) investment portfolio gains. Operating Profits. Operating earnings,","images":[{"img":"https://community-static.tradeup.com/news/cdb8775670b89720af2fac7dcf51eba5","width":"606","height":"311"},{"img":"https://community-static.tradeup.com/news/a2d6edfd3065f89e4f413994b049238e","width":"969","height":"205"},{"img":"https://community-static.tradeup.com/news/305d17c1ad59559a7c281f9ee6870c2a","width":"1350","height":"886"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":96,"commentSize":11,"repostSize":398,"link":"https://ttm.financial/post/596232434585696","isVote":1,"tweetType":1,"viewCount":6367,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274736896740","authorId":"3479274736896740","name":"chenobserver","avatar":"https://static.tigerbbs.com/43ddaf98f8b73f357b3e60b4a7742c22","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274736896740","idStr":"3479274736896740"},"content":"16.3% op profit growth is real, but I care more whether Abel can keep that discipline through the next cycle. Reclaiming 539.80 soon feels possible, but not a lock","text":"16.3% op profit growth is real, but I care more whether Abel can keep that discipline through the next cycle. Reclaiming 539.80 soon feels possible, but not a lock","html":"16.3% op profit growth is real, but I care more whether Abel can keep that discipline through the next cycle. Reclaiming 539.80 soon feels possible, but not a lock"},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 @Barcode @koolgal @Shyon @Aqa @DiAngel @Shernice軒嬣 2000","text":"Nice Sharing 😁 @Barcode @koolgal @Shyon @Aqa @DiAngel @Shernice軒嬣 2000","html":"Nice Sharing 😁 @Barcode @koolgal @Shyon @Aqa @DiAngel @Shernice軒嬣 2000"}],"imageCount":13,"langContent":"EN","totalScore":0},{"id":597228696322424,"gmtCreate":1786834560654,"gmtModify":1786895465026,"author":{"id":"4235391666137582","authorId":"4235391666137582","name":"Adz5150","avatar":"https://community-static.tradeup.com/news/777877f922d5d7b3a0e970c935690d15","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235391666137582","idStr":"4235391666137582"},"themes":[],"title":"🧠 Smart Money Can’t Agree on AI. That Might Be the Biggest 13F Signal","htmlText":"Everyone opens the latest 13F filings looking for the same thing: What did smart money buy? I think that misses the more interesting question. What if smart money itself cannot agree? 🤔 The latest Q2 2026 filings show exactly that. Across more than 6,000 institutional filings reviewed by Reuters, there was surprisingly little agreement about where the next big returns in technology will come from. Nearly 44% of institutions reduced exposure to the Magnificent Seven, while about 42% increased or initiated positions. That is almost a coin flip. For me, that might be more useful than any individual billionaire’s purchase. 🧠 Signal #1: The AI trade is splitting into different camps AI is no longer one trade. A year or two ago, the strategy could almost be simplified to: AI spending rises ➡️ ch","listText":"Everyone opens the latest 13F filings looking for the same thing: What did smart money buy? I think that misses the more interesting question. What if smart money itself cannot agree? 🤔 The latest Q2 2026 filings show exactly that. Across more than 6,000 institutional filings reviewed by Reuters, there was surprisingly little agreement about where the next big returns in technology will come from. Nearly 44% of institutions reduced exposure to the Magnificent Seven, while about 42% increased or initiated positions. That is almost a coin flip. For me, that might be more useful than any individual billionaire’s purchase. 🧠 Signal #1: The AI trade is splitting into different camps AI is no longer one trade. A year or two ago, the strategy could almost be simplified to: AI spending rises ➡️ ch","text":"Everyone opens the latest 13F filings looking for the same thing: What did smart money buy? I think that misses the more interesting question. What if smart money itself cannot agree? 🤔 The latest Q2 2026 filings show exactly that. Across more than 6,000 institutional filings reviewed by Reuters, there was surprisingly little agreement about where the next big returns in technology will come from. Nearly 44% of institutions reduced exposure to the Magnificent Seven, while about 42% increased or initiated positions. That is almost a coin flip. For me, that might be more useful than any individual billionaire’s purchase. 🧠 Signal #1: The AI trade is splitting into different camps AI is no longer one trade. A year or two ago, the strategy could almost be simplified to: AI spending rises ➡️ ch","images":[{"img":"https://community-static.tradeup.com/news/10e4bfbd1dbce33803acbca62a9228e1","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":75,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/597228696322424","isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596431566521376,"gmtCreate":1786609863064,"gmtModify":1786611985682,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"CPI Came In Bang On. What Rallied Was Nebius, Not Meta","htmlText":"Hello. The figure this market had spent two days sitting still for landed last night, and all four parts of it came in on the nose: July CPI was 3.4 per cent year on year and 0.1 per cent on the month, with the core at 2.5 per cent and 0.2 per cent. Traders trimmed their bets on a September rate rise, with the odds easing to about 33 per cent. The gate opened. The water did not run towards the mega-caps. Of the Magnificent Seven, only <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> rose, up 3.03 per cent. <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> fell 3.38 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 2.26 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.</a>","listText":"Hello. The figure this market had spent two days sitting still for landed last night, and all four parts of it came in on the nose: July CPI was 3.4 per cent year on year and 0.1 per cent on the month, with the core at 2.5 per cent and 0.2 per cent. Traders trimmed their bets on a September rate rise, with the odds easing to about 33 per cent. The gate opened. The water did not run towards the mega-caps. Of the Magnificent Seven, only <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> rose, up 3.03 per cent. <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> fell 3.38 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 2.26 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.</a>","text":"Hello. The figure this market had spent two days sitting still for landed last night, and all four parts of it came in on the nose: July CPI was 3.4 per cent year on year and 0.1 per cent on the month, with the core at 2.5 per cent and 0.2 per cent. Traders trimmed their bets on a September rate rise, with the odds easing to about 33 per cent. The gate opened. The water did not run towards the mega-caps. Of the Magnificent Seven, only $NVIDIA(NVDA)$ rose, up 3.03 per cent. $Meta Platforms, Inc.(META)$ fell 3.38 per cent, $Microsoft(MSFT)$ 2.26 per cent, $Amazon.","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":20,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/596431566521376","isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4137112450961772","authorId":"4137112450961772","name":"靖润","avatar":"https://community-static.tradeup.com/news/84e4282a20159c824fd7beaa97094ebf","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4137112450961772","idStr":"4137112450961772"},"content":"The question you asked just happens to poke at the core contradiction of this 500 billion transaction. Both cars and aircraft have a mature used car market, and the residual value is traded in the market, not promised by the manufacturer. Nvidia said that \"the chip retains at least 25% of its residual value\", which is essentially to cover its own risks, help customers strip depreciation from computing power costs, and turn AI chips into financeable assets. Its real intention is to lower the threshold of customer procurement and accelerate the expansion of computing infrastructure, rather than providing customers with safety cushions. The pricing basis of this guarantee is that the demand for computing power continues to grow, and the supply of GPUs will not be excessive. If the next-generation GPU performance improves greatly enough, the residual value of the previous generation will be repriced by the market. The real risk lies in technological iteration. If the performance difference of the next generation GPU is large enough, the residual value of the previous generation product will be repriced by the market, and Nvidia itself can't handle the bottom. When the market digests the supply shock, Nvidia can only choose between repurchasing second-hand chips and price subsidies. The expected cost of supporting the residual value will squeeze out the profit margins of other businesses. It is a solid foundation for trading, as the residual value guarantee emboldens customers to place long-term orders; It is also a potential weakness of the transaction, because once the technology iterates faster than the market demand is digested, this guarantee becomes a liability. The current direction is clear enough, but the speed of technology iteration remains a key variable that needs to be continuously observed in subsequent earnings reports.","text":"The question you asked just happens to poke at the core contradiction of this 500 billion transaction. Both cars and aircraft have a mature used car market, and the residual value is traded in the market, not promised by the manufacturer. Nvidia said that \"the chip retains at least 25% of its residual value\", which is essentially to cover its own risks, help customers strip depreciation from computing power costs, and turn AI chips into financeable assets. Its real intention is to lower the threshold of customer procurement and accelerate the expansion of computing infrastructure, rather than providing customers with safety cushions. The pricing basis of this guarantee is that the demand for computing power continues to grow, and the supply of GPUs will not be excessive. If the next-generation GPU performance improves greatly enough, the residual value of the previous generation will be repriced by the market. The real risk lies in technological iteration. If the performance difference of the next generation GPU is large enough, the residual value of the previous generation product will be repriced by the market, and Nvidia itself can't handle the bottom. When the market digests the supply shock, Nvidia can only choose between repurchasing second-hand chips and price subsidies. The expected cost of supporting the residual value will squeeze out the profit margins of other businesses. It is a solid foundation for trading, as the residual value guarantee emboldens customers to place long-term orders; It is also a potential weakness of the transaction, because once the technology iterates faster than the market demand is digested, this guarantee becomes a liability. The current direction is clear enough, but the speed of technology iteration remains a key variable that needs to be continuously observed in subsequent earnings reports.","html":"The question you asked just happens to poke at the core contradiction of this 500 billion transaction. Both cars and aircraft have a mature used car market, and the residual value is traded in the market, not promised by the manufacturer. Nvidia said that \"the chip retains at least 25% of its residual value\", which is essentially to cover its own risks, help customers strip depreciation from computing power costs, and turn AI chips into financeable assets. Its real intention is to lower the threshold of customer procurement and accelerate the expansion of computing infrastructure, rather than providing customers with safety cushions. The pricing basis of this guarantee is that the demand for computing power continues to grow, and the supply of GPUs will not be excessive. If the next-generation GPU performance improves greatly enough, the residual value of the previous generation will be repriced by the market. The real risk lies in technological iteration. If the performance difference of the next generation GPU is large enough, the residual value of the previous generation product will be repriced by the market, and Nvidia itself can't handle the bottom. When the market digests the supply shock, Nvidia can only choose between repurchasing second-hand chips and price subsidies. The expected cost of supporting the residual value will squeeze out the profit margins of other businesses. It is a solid foundation for trading, as the residual value guarantee emboldens customers to place long-term orders; It is also a potential weakness of the transaction, because once the technology iterates faster than the market demand is digested, this guarantee becomes a liability. The current direction is clear enough, but the speed of technology iteration remains a key variable that needs to be continuously observed in subsequent earnings reports."},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I think the 25% residual-value guarantee is both the foundation and the biggest risk of the deal. It gives lenders confidence to finance massive GPU deployments, but the real question is whether these chips will still have meaningful value when the loans mature in 3–5 years. I’m encouraged by the fact that older $NVIDIA(NVDA)$ GPUs like the A100 are still being used, while CUDA keeps extending the useful life of existing hardware. But unlike cars or aircraft, there isn’t a mature secondary market for obsolete GPUs, so depreciation risk remains difficult to price. For me, the structure is bullish for AI infrastructure in the near term, but I wouldn’t treat the guarantee as risk-free. I’d rather invest in companies with strong contracts and improving cash flow, instead of relying purely on future demand or asset values. @Marktomarket @TigerClub @TigerStars @Tiger_comments","text":"I think the 25% residual-value guarantee is both the foundation and the biggest risk of the deal. It gives lenders confidence to finance massive GPU deployments, but the real question is whether these chips will still have meaningful value when the loans mature in 3–5 years. I’m encouraged by the fact that older $NVIDIA(NVDA)$ GPUs like the A100 are still being used, while CUDA keeps extending the useful life of existing hardware. But unlike cars or aircraft, there isn’t a mature secondary market for obsolete GPUs, so depreciation risk remains difficult to price. For me, the structure is bullish for AI infrastructure in the near term, but I wouldn’t treat the guarantee as risk-free. I’d rather invest in companies with strong contracts and improving cash flow, instead of relying purely on future demand or asset values. @Marktomarket @TigerClub @TigerStars @Tiger_comments","html":"I think the 25% residual-value guarantee is both the foundation and the biggest risk of the deal. It gives lenders confidence to finance massive GPU deployments, but the real question is whether these chips will still have meaningful value when the loans mature in 3–5 years. I’m encouraged by the fact that older $NVIDIA(NVDA)$ GPUs like the A100 are still being used, while CUDA keeps extending the useful life of existing hardware. But unlike cars or aircraft, there isn’t a mature secondary market for obsolete GPUs, so depreciation risk remains difficult to price. For me, the structure is bullish for AI infrastructure in the near term, but I wouldn’t treat the guarantee as risk-free. I’d rather invest in companies with strong contracts and improving cash flow, instead of relying purely on future demand or asset values. @Marktomarket @TigerClub @TigerStars @Tiger_comments"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596051947029488,"gmtCreate":1786517095017,"gmtModify":1786523510963,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"One US$500 Billion Deal: The Fee Collectors Rose, the Payers Fell","htmlText":"Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> down 2.09 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> 1.5 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAP</a>","listText":"Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> down 2.09 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> 1.5 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAP</a>","text":"Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; $Amazon.com(AMZN)$ down 2.09 per cent, $Broadcom(AVGO)$ 1.5 per cent, $Apple(AAP","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":31,"commentSize":8,"repostSize":3,"link":"https://ttm.financial/post/596051947029488","isVote":1,"tweetType":1,"viewCount":1455,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply \"buying $23.5 billion in stocks\".","text":"I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply \"buying $23.5 billion in stocks\".","html":"I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply \"buying $23.5 billion in stocks\"."},{"author":{"id":"4137112450961772","authorId":"4137112450961772","name":"靖润","avatar":"https://community-static.tradeup.com/news/84e4282a20159c824fd7beaa97094ebf","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4137112450961772","idStr":"4137112450961772"},"content":"The CPI tonight is just an appetizer, and this $500 billion deal is the real main course. The market is already pricing: money is in place, but the efficiency of spending is beginning to be questioned. Data doesn't lie: KKR rose 6.88%, Apollo rose 6.26%, Brookfield rose 4.77%, Blackstone rose 3.89% and BlackRock rose 1.54%. The stock price of the person providing the money is rising, indicating that the market believes that the money will generate steady interest yields when lent. On the other hand, Alphabet fell 3.61%, Amazon fell 2.09%, Broadcom fell 1.5%, Apple fell 1.09%, and Microsoft fell 0.44%. The declining share price of the spenders indicates that the market is beginning to question the efficiency of returns on these capital expenditures. Nvidia itself fell 0.02%, and it didn't move sideways, indicating that the market hasn't decided whether it collects or spends money, and it is in the middle. The capital supply side is rising, and the technology expenditure side is falling. This differentiation is clear enough that there is no need to wait for any data to confirm the direction. The market is pricing the structure of \"revolving financing\": those who borrow money earn interest, those who spend money are questioned, and those who are caught in the middle wait and see. This is the first systematic repricing of AI infrastructure efficiency and will not be completed in a day. CPI is the secondary variable tonight. If it is mild, the differentiation trend will not change, but the rising time will be advanced. If it exceeds expectations, the differentiation intensifies, because the efficiency of capital expenditure will be more scrutinized in a high-interest rate environment. In the short term, assets such as KKR, Apollo, Brookfield and Blackstone will not be significantly adjusted, and technology giants such as Alphabet, Amazon, Broadcom, Apple and Microsoft may still face continuous pressure. CPI data only affects the rhythm and will not change this differentiation trend. The direction of interest rate expectations is clear enough that all that's left is a matter of time. Berkshire started buying after 14 consecutive quarters of net selling, which is the most conservative money coming in. They are not here to chase up, they are here to collect interest. When the most conservative money starts to enter the market, it means that there is not much controversy in this direction.","text":"The CPI tonight is just an appetizer, and this $500 billion deal is the real main course. The market is already pricing: money is in place, but the efficiency of spending is beginning to be questioned. Data doesn't lie: KKR rose 6.88%, Apollo rose 6.26%, Brookfield rose 4.77%, Blackstone rose 3.89% and BlackRock rose 1.54%. The stock price of the person providing the money is rising, indicating that the market believes that the money will generate steady interest yields when lent. On the other hand, Alphabet fell 3.61%, Amazon fell 2.09%, Broadcom fell 1.5%, Apple fell 1.09%, and Microsoft fell 0.44%. The declining share price of the spenders indicates that the market is beginning to question the efficiency of returns on these capital expenditures. Nvidia itself fell 0.02%, and it didn't move sideways, indicating that the market hasn't decided whether it collects or spends money, and it is in the middle. The capital supply side is rising, and the technology expenditure side is falling. This differentiation is clear enough that there is no need to wait for any data to confirm the direction. The market is pricing the structure of \"revolving financing\": those who borrow money earn interest, those who spend money are questioned, and those who are caught in the middle wait and see. This is the first systematic repricing of AI infrastructure efficiency and will not be completed in a day. CPI is the secondary variable tonight. If it is mild, the differentiation trend will not change, but the rising time will be advanced. If it exceeds expectations, the differentiation intensifies, because the efficiency of capital expenditure will be more scrutinized in a high-interest rate environment. In the short term, assets such as KKR, Apollo, Brookfield and Blackstone will not be significantly adjusted, and technology giants such as Alphabet, Amazon, Broadcom, Apple and Microsoft may still face continuous pressure. CPI data only affects the rhythm and will not change this differentiation trend. The direction of interest rate expectations is clear enough that all that's left is a matter of time. Berkshire started buying after 14 consecutive quarters of net selling, which is the most conservative money coming in. They are not here to chase up, they are here to collect interest. When the most conservative money starts to enter the market, it means that there is not much controversy in this direction.","html":"The CPI tonight is just an appetizer, and this $500 billion deal is the real main course. The market is already pricing: money is in place, but the efficiency of spending is beginning to be questioned. Data doesn't lie: KKR rose 6.88%, Apollo rose 6.26%, Brookfield rose 4.77%, Blackstone rose 3.89% and BlackRock rose 1.54%. The stock price of the person providing the money is rising, indicating that the market believes that the money will generate steady interest yields when lent. On the other hand, Alphabet fell 3.61%, Amazon fell 2.09%, Broadcom fell 1.5%, Apple fell 1.09%, and Microsoft fell 0.44%. The declining share price of the spenders indicates that the market is beginning to question the efficiency of returns on these capital expenditures. Nvidia itself fell 0.02%, and it didn't move sideways, indicating that the market hasn't decided whether it collects or spends money, and it is in the middle. The capital supply side is rising, and the technology expenditure side is falling. This differentiation is clear enough that there is no need to wait for any data to confirm the direction. The market is pricing the structure of \"revolving financing\": those who borrow money earn interest, those who spend money are questioned, and those who are caught in the middle wait and see. This is the first systematic repricing of AI infrastructure efficiency and will not be completed in a day. CPI is the secondary variable tonight. If it is mild, the differentiation trend will not change, but the rising time will be advanced. If it exceeds expectations, the differentiation intensifies, because the efficiency of capital expenditure will be more scrutinized in a high-interest rate environment. In the short term, assets such as KKR, Apollo, Brookfield and Blackstone will not be significantly adjusted, and technology giants such as Alphabet, Amazon, Broadcom, Apple and Microsoft may still face continuous pressure. CPI data only affects the rhythm and will not change this differentiation trend. The direction of interest rate expectations is clear enough that all that's left is a matter of time. Berkshire started buying after 14 consecutive quarters of net selling, which is the most conservative money coming in. They are not here to chase up, they are here to collect interest. When the most conservative money starts to enter the market, it means that there is not much controversy in this direction."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597309507637912,"gmtCreate":1786854276480,"gmtModify":1786858743764,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Monday.&nbsp; The BLS reported July payrolls: -23,000 jobs. Not a miss. A loss. The first monthly job loss in over two years. They expected +80,000. Then they quietly revised May and June down by 103,000 combined. The headline? \"Unemployment fell to 4.1%.\" It fell because 264,000 people stopped looking. When you stop counting the desperate, the numbers look better. Gold knew. It jumped $102 in one session. Tuesday.&nbsp; Iran named its price for the Strait of Hormuz: fifty years of U.S. war reparations The strait that carries 20% of the world's oil. Still closed. Tehran is using the world's","listText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Monday.&nbsp; The BLS reported July payrolls: -23,000 jobs. Not a miss. A loss. The first monthly job loss in over two years. They expected +80,000. Then they quietly revised May and June down by 103,000 combined. The headline? \"Unemployment fell to 4.1%.\" It fell because 264,000 people stopped looking. When you stop counting the desperate, the numbers look better. Gold knew. It jumped $102 in one session. Tuesday.&nbsp; Iran named its price for the Strait of Hormuz: fifty years of U.S. war reparations The strait that carries 20% of the world's oil. Still closed. Tehran is using the world's","text":"$SoundHound AI Inc(SOUN)$ $NVIDIA(NVDA)$ Monday. The BLS reported July payrolls: -23,000 jobs. Not a miss. A loss. The first monthly job loss in over two years. They expected +80,000. Then they quietly revised May and June down by 103,000 combined. The headline? \"Unemployment fell to 4.1%.\" It fell because 264,000 people stopped looking. When you stop counting the desperate, the numbers look better. Gold knew. It jumped $102 in one session. Tuesday. Iran named its price for the Strait of Hormuz: fifty years of U.S. war reparations The strait that carries 20% of the world's oil. Still closed. Tehran is using the world's","images":[{"img":"https://community-static.tradeup.com/news/7d1d1e9c5419dbd0091fd4d296c6ce6c","width":"1076","height":"1256"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/597309507637912","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000340","authorId":"9000000000000340","name":"zinglee","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000340","idStr":"9000000000000340"},"content":"I added my last cash to Nvidia. Macro panic can scream all it wants, AI demand is the only line I care about lol","text":"I added my last cash to Nvidia. Macro panic can scream all it wants, AI demand is the only line I care about lol","html":"I added my last cash to Nvidia. Macro panic can scream all it wants, AI demand is the only line I care about lol"},{"author":{"id":"3479274765649363","authorId":"3479274765649363","name":"lolmei","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274765649363","idStr":"3479274765649363"},"content":"Who said 7799 is bullish when 432B got burned in a month?","text":"Who said 7799 is bullish when 432B got burned in a month?","html":"Who said 7799 is bullish when 432B got burned in a month?"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":596536336442512,"gmtCreate":1786665441908,"gmtModify":1786668243397,"author":{"id":"4212488470554972","authorId":"4212488470554972","name":"FAITHFULLY","avatar":"https://community-static.tradeup.com/news/5131123a2df21fbd7c3d132001161937","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4212488470554972","idStr":"4212488470554972"},"themes":[],"title":"","htmlText":"Q2 13F season: Berkshire just ended a 14-quarter selling streak — is \"smart money\" turning bullish again? Berkshire disclosed roughly $19.8bn in net equity purchases for Q2 — its first net-buying quarter since Q4 2022. The headline piece: a $10bn direct private placement into Alphabet, which now sits among Berkshire's top five holdings alongside Apple, American Express, Bank of America, and Coca-Cola. Apple still anchors the book at ~$58bn, roughly 22% of the portfolio. Cash didn't get torched to do it — reserves dipped from ~$397bn to ~$365bn, still a war chest by any normal standard. Layer in the $6.8bn all-cash acquisition of homebuilder Taylor Morrison and $4.5bn in buybacks (Berkshire's biggest in five years), and this reads less like caution easing and more like Greg Abel — now a ful","listText":"Q2 13F season: Berkshire just ended a 14-quarter selling streak — is \"smart money\" turning bullish again? Berkshire disclosed roughly $19.8bn in net equity purchases for Q2 — its first net-buying quarter since Q4 2022. The headline piece: a $10bn direct private placement into Alphabet, which now sits among Berkshire's top five holdings alongside Apple, American Express, Bank of America, and Coca-Cola. Apple still anchors the book at ~$58bn, roughly 22% of the portfolio. Cash didn't get torched to do it — reserves dipped from ~$397bn to ~$365bn, still a war chest by any normal standard. Layer in the $6.8bn all-cash acquisition of homebuilder Taylor Morrison and $4.5bn in buybacks (Berkshire's biggest in five years), and this reads less like caution easing and more like Greg Abel — now a ful","text":"Q2 13F season: Berkshire just ended a 14-quarter selling streak — is \"smart money\" turning bullish again? Berkshire disclosed roughly $19.8bn in net equity purchases for Q2 — its first net-buying quarter since Q4 2022. The headline piece: a $10bn direct private placement into Alphabet, which now sits among Berkshire's top five holdings alongside Apple, American Express, Bank of America, and Coca-Cola. Apple still anchors the book at ~$58bn, roughly 22% of the portfolio. Cash didn't get torched to do it — reserves dipped from ~$397bn to ~$365bn, still a war chest by any normal standard. Layer in the $6.8bn all-cash acquisition of homebuilder Taylor Morrison and $4.5bn in buybacks (Berkshire's biggest in five years), and this reads less like caution easing and more like Greg Abel — now a ful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596536336442512","isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667613676238","authorId":"3527667613676238","name":"moxieoo","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667613676238","idStr":"3527667613676238"},"content":"$10bn via private placement is bullish enough to me. Better terms matter more than optics here — bigger tell is how Abel uses the other $365bn","text":"$10bn via private placement is bullish enough to me. Better terms matter more than optics here — bigger tell is how Abel uses the other $365bn","html":"$10bn via private placement is bullish enough to me. Better terms matter more than optics here — bigger tell is how Abel uses the other $365bn"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597087865692696,"gmtCreate":1786800204859,"gmtModify":1786800210731,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; NVIDIA has lined up more than $500 billion in third-party capital from firms like BlackRock and Goldman Sachs to finance GPU capacity through special purpose vehicles. This structure shifts credit risk from NVIDIA's balance sheet to institutional investors while securing future demand and strengthening the company's competitive position against AMD. Analysts reaffirmed Buy or Overweight ratings with high price targets, and a technical breakout could push NVIDIA's stock toward approximately $270 ahead of late-August earnings.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; NVIDIA has lined up more than $500 billion in third-party capital from firms like BlackRock and Goldman Sachs to finance GPU capacity through special purpose vehicles. This structure shifts credit risk from NVIDIA's balance sheet to institutional investors while securing future demand and strengthening the company's competitive position against AMD. Analysts reaffirmed Buy or Overweight ratings with high price targets, and a technical breakout could push NVIDIA's stock toward approximately $270 ahead of late-August earnings.","text":"$NVIDIA(NVDA)$ NVIDIA has lined up more than $500 billion in third-party capital from firms like BlackRock and Goldman Sachs to finance GPU capacity through special purpose vehicles. This structure shifts credit risk from NVIDIA's balance sheet to institutional investors while securing future demand and strengthening the company's competitive position against AMD. Analysts reaffirmed Buy or Overweight ratings with high price targets, and a technical breakout could push NVIDIA's stock toward approximately $270 ahead of late-August earnings.","images":[{"img":"https://community-static.tradeup.com/news/a1597af3048e5b4095b49d37fa75bab9","width":"900","height":"900"},{"img":"https://community-static.tradeup.com/news/773c02e6b4fa2371fbdd2b9aba319ce3","width":"1179","height":"689"},{"img":"https://community-static.tradeup.com/news/5ccf26517b1faa3d0dae465a32296487","width":"958","height":"392"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/597087865692696","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$NVIDIA(NVDA)$ Wall Street analysts project an average 12-month price target of roughly $303 to $310 for NVIDIA Corporation (NASDAQ: NVDA), representing a potential upside of about 35% to 37% from its trading price near $225. Forecasts range from a low of $180 up to a high of $525, backed by an overall \"Strong Buy\" consensus. Key Growth Drivers AI Chip Demand: High enterprise spending on artificial intelligence infrastructure and accelerators continues to drive massive revenue growth. Upcoming Earnings: Market attention is heavily focused on the August 26 earnings report, which analysts view as a major catalyst for near-term momentum. New Architectures: Accelerated shipments of upcoming hardware lines (such as Vera Rubin models) are expected to support strong forward guidance. Potential Risks Risk Levels: Trading history in 2026 shows the stock encountering resistance near the $225 mark, with past pullbacks dipping toward $200. Valuation & Macro Pressure: Export restrictions and broader macroeconomic shifts remain wildcards for high-flying tech valuations.","text":"$NVIDIA(NVDA)$ Wall Street analysts project an average 12-month price target of roughly $303 to $310 for NVIDIA Corporation (NASDAQ: NVDA), representing a potential upside of about 35% to 37% from its trading price near $225. Forecasts range from a low of $180 up to a high of $525, backed by an overall \"Strong Buy\" consensus. Key Growth Drivers AI Chip Demand: High enterprise spending on artificial intelligence infrastructure and accelerators continues to drive massive revenue growth. Upcoming Earnings: Market attention is heavily focused on the August 26 earnings report, which analysts view as a major catalyst for near-term momentum. New Architectures: Accelerated shipments of upcoming hardware lines (such as Vera Rubin models) are expected to support strong forward guidance. Potential Risks Risk Levels: Trading history in 2026 shows the stock encountering resistance near the $225 mark, with past pullbacks dipping toward $200. Valuation & Macro Pressure: Export restrictions and broader macroeconomic shifts remain wildcards for high-flying tech valuations.","html":"$NVIDIA(NVDA)$ Wall Street analysts project an average 12-month price target of roughly $303 to $310 for NVIDIA Corporation (NASDAQ: NVDA), representing a potential upside of about 35% to 37% from its trading price near $225. Forecasts range from a low of $180 up to a high of $525, backed by an overall \"Strong Buy\" consensus. Key Growth Drivers AI Chip Demand: High enterprise spending on artificial intelligence infrastructure and accelerators continues to drive massive revenue growth. Upcoming Earnings: Market attention is heavily focused on the August 26 earnings report, which analysts view as a major catalyst for near-term momentum. New Architectures: Accelerated shipments of upcoming hardware lines (such as Vera Rubin models) are expected to support strong forward guidance. Potential Risks Risk Levels: Trading history in 2026 shows the stock encountering resistance near the $225 mark, with past pullbacks dipping toward $200. Valuation & Macro Pressure: Export restrictions and broader macroeconomic shifts remain wildcards for high-flying tech valuations."},{"author":{"id":"3479274725915373","authorId":"3479274725915373","name":"wigglyz","avatar":"https://static.tigerbbs.com/11f0390f4344fa15e794478b64ee460f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274725915373","idStr":"3479274725915373"},"content":"500B off balance sheet is nasty work for AMD. If that SPV demand lock really sticks, late August could get spicy","text":"500B off balance sheet is nasty work for AMD. If that SPV demand lock really sticks, late August could get spicy","html":"500B off balance sheet is nasty work for AMD. If that SPV demand lock really sticks, late August could get spicy"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":596256617087288,"gmtCreate":1786597256621,"gmtModify":1786598088063,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"I would lean towards Buffett’s Alphabet bet, rather than blindly following the broader institutional semiconductor trade. Berkshire becoming a net equity buyer after 14 straight quarters of selling is significant, with roughly $10bn going into Alphabet. Alphabet gives exposure to AI through cloud, models and advertising monetisation without relying solely on ever-rising infrastructure spending. The Nvidia ecosystem is compelling too. Citi’s increased Micron and AMD positions suggest institutions still see upside across the semiconductor chain. But that trade carries greater cyclicality and raises the question of whether AI capex is creating genuinely independent demand or increasingly circular investment. My choice: Alphabet for risk-adjusted upside; semiconductors for higher-beta exposure","listText":"I would lean towards Buffett’s Alphabet bet, rather than blindly following the broader institutional semiconductor trade. Berkshire becoming a net equity buyer after 14 straight quarters of selling is significant, with roughly $10bn going into Alphabet. Alphabet gives exposure to AI through cloud, models and advertising monetisation without relying solely on ever-rising infrastructure spending. The Nvidia ecosystem is compelling too. Citi’s increased Micron and AMD positions suggest institutions still see upside across the semiconductor chain. But that trade carries greater cyclicality and raises the question of whether AI capex is creating genuinely independent demand or increasingly circular investment. My choice: Alphabet for risk-adjusted upside; semiconductors for higher-beta exposure","text":"I would lean towards Buffett’s Alphabet bet, rather than blindly following the broader institutional semiconductor trade. Berkshire becoming a net equity buyer after 14 straight quarters of selling is significant, with roughly $10bn going into Alphabet. Alphabet gives exposure to AI through cloud, models and advertising monetisation without relying solely on ever-rising infrastructure spending. The Nvidia ecosystem is compelling too. Citi’s increased Micron and AMD positions suggest institutions still see upside across the semiconductor chain. But that trade carries greater cyclicality and raises the question of whether AI capex is creating genuinely independent demand or increasingly circular investment. My choice: Alphabet for risk-adjusted upside; semiconductors for higher-beta exposure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596256617087288","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274709299900","authorId":"3479274709299900","name":"YumZoay","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274709299900","idStr":"3479274709299900"},"content":"I went back through Berkshire’s recent flow too — the Alphabet add looks more like cloud plus ad monetization than pure AI capex beta. That part feels sturdier","text":"I went back through Berkshire’s recent flow too — the Alphabet add looks more like cloud plus ad monetization than pure AI capex beta. That part feels sturdier","html":"I went back through Berkshire’s recent flow too — the Alphabet add looks more like cloud plus ad monetization than pure AI capex beta. That part feels sturdier"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596802136872504,"gmtCreate":1786730338883,"gmtModify":1786730341893,"author":{"id":"3581848738168826","authorId":"3581848738168826","name":"Am3n_Tao","avatar":"https://static.tigerbbs.com/d81c8ea5373c208bbd040da97fc95c71","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581848738168826","idStr":"3581848738168826"},"themes":[],"title":"","htmlText":"Good. Lets see what Abel is Able to do and pivot into what others. Follow Buffett no buffet.","listText":"Good. Lets see what Abel is Able to do and pivot into what others. Follow Buffett no buffet.","text":"Good. Lets see what Abel is Able to do and pivot into what others. Follow Buffett no buffet.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596802136872504","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000414","authorId":"9000000000000414","name":"squishx","avatar":"https://static.tigerbbs.com/4c010dff9f9669483fb4044792ea6c57","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000414","idStr":"9000000000000414"},"content":"I’ve been tracking management calls too, pivot talk is cheap. Resource allocation is the real test here","text":"I’ve been tracking management calls too, pivot talk is cheap. Resource allocation is the real test here","html":"I’ve been tracking management calls too, pivot talk is cheap. Resource allocation is the real test here"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596754244272672,"gmtCreate":1786718623503,"gmtModify":1786718626480,"author":{"id":"3568512771808572","authorId":"3568512771808572","name":"Demilo","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568512771808572","idStr":"3568512771808572"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> trend","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> trend","text":"$SpaceX(SPCX)$ trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596754244272672","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534373301871056,"gmtCreate":1771483790121,"gmtModify":1771842947348,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"Buffett's Last 13F Bombshell: Massive Amazon Dump & Surprise Media Bet – Tech Overpriced Warning? 😲💥","htmlText":"Warren Buffett's final portfolio tweak as Berkshire Hathaway CEO packs a punch, with the firm's $274 billion equity stash showing calculated shifts that have investors buzzing about value plays trumping growth hype. 😎 This Q4 2025 13F filing reveals a classic Buffett concentration – top 10 holdings still dominate 88% of assets – but beneath the surface, meaningful moves signal caution on tech valuations amid inflation lingering at 2.8% and Fed pauses delaying cuts to July. Apple got trimmed for the third straight quarter by 4.32% (10.29 million shares sold), cutting exposure to the $951 billion stake while still keeping it as the crown jewel at 22.6% of the portfolio. Amazon took a brutal hit, slashed over 77% as Berkshire unloaded most of its position, hinting at worries over capex bloat","listText":"Warren Buffett's final portfolio tweak as Berkshire Hathaway CEO packs a punch, with the firm's $274 billion equity stash showing calculated shifts that have investors buzzing about value plays trumping growth hype. 😎 This Q4 2025 13F filing reveals a classic Buffett concentration – top 10 holdings still dominate 88% of assets – but beneath the surface, meaningful moves signal caution on tech valuations amid inflation lingering at 2.8% and Fed pauses delaying cuts to July. Apple got trimmed for the third straight quarter by 4.32% (10.29 million shares sold), cutting exposure to the $951 billion stake while still keeping it as the crown jewel at 22.6% of the portfolio. Amazon took a brutal hit, slashed over 77% as Berkshire unloaded most of its position, hinting at worries over capex bloat","text":"Warren Buffett's final portfolio tweak as Berkshire Hathaway CEO packs a punch, with the firm's $274 billion equity stash showing calculated shifts that have investors buzzing about value plays trumping growth hype. 😎 This Q4 2025 13F filing reveals a classic Buffett concentration – top 10 holdings still dominate 88% of assets – but beneath the surface, meaningful moves signal caution on tech valuations amid inflation lingering at 2.8% and Fed pauses delaying cuts to July. Apple got trimmed for the third straight quarter by 4.32% (10.29 million shares sold), cutting exposure to the $951 billion stake while still keeping it as the crown jewel at 22.6% of the portfolio. Amazon took a brutal hit, slashed over 77% as Berkshire unloaded most of its position, hinting at worries over capex bloat","images":[{"img":"https://community-static.tradeup.com/news/1989db8728d907729a3cee9fe51a6bcd","width":"1000","height":"600"},{"img":"https://community-static.tradeup.com/news/b145ab7f299bf5640c1a2728383828f6","width":"2401","height":"1351"},{"img":"https://community-static.tradeup.com/news/c9cb1184efa1159e4c54f78a65279f3c","width":"1796","height":"820"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1543,"commentSize":0,"repostSize":78,"link":"https://ttm.financial/post/534373301871056","isVote":1,"tweetType":1,"viewCount":7196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},{"id":534350801744912,"gmtCreate":1771478436983,"gmtModify":1771843314344,"author":{"id":"4174181632108162","authorId":"4174181632108162","name":"Emotional Investor","avatar":"https://community-static.tradeup.com/news/57ce43901504951c0ec8b4e69e083150","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4174181632108162","idStr":"4174181632108162"},"themes":[],"title":"","htmlText":"First up, it's very sad to see one you will notice I brought a few shares in Amazon recently too, but sold quickly afterwards.of the all time masters of investing leave the helm at&nbsp;<a href=\"https://ttm.financial/S/BRK.A\">$Berkshire Hathaway(BRK.A)$&nbsp;</a>. Warren buffet has and will remain one of the largest influencers regarding my investment approach.&nbsp; he has of course not left completely, but his final shot (selling down 77% of&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a> ) is interesting, to say the least. Clearly the graph I show below illustrates the sell down. you will also see I brought in recently, but quickly sold for a tiny profit. Now I can't tell you why Mr buffet sold. But I can explain why I brought then sold quickly once I understood","listText":"First up, it's very sad to see one you will notice I brought a few shares in Amazon recently too, but sold quickly afterwards.of the all time masters of investing leave the helm at&nbsp;<a href=\"https://ttm.financial/S/BRK.A\">$Berkshire Hathaway(BRK.A)$&nbsp;</a>. Warren buffet has and will remain one of the largest influencers regarding my investment approach.&nbsp; he has of course not left completely, but his final shot (selling down 77% of&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a> ) is interesting, to say the least. Clearly the graph I show below illustrates the sell down. you will also see I brought in recently, but quickly sold for a tiny profit. Now I can't tell you why Mr buffet sold. But I can explain why I brought then sold quickly once I understood","text":"First up, it's very sad to see one you will notice I brought a few shares in Amazon recently too, but sold quickly afterwards.of the all time masters of investing leave the helm at $Berkshire Hathaway(BRK.A)$ . Warren buffet has and will remain one of the largest influencers regarding my investment approach. he has of course not left completely, but his final shot (selling down 77% of $Amazon.com(AMZN)$ ) is interesting, to say the least. Clearly the graph I show below illustrates the sell down. you will also see I brought in recently, but quickly sold for a tiny profit. Now I can't tell you why Mr buffet sold. But I can explain why I brought then sold quickly once I understood","images":[{"img":"https://community-static.tradeup.com/news/ebe2569f4a8b1f3a97bc044691e6017e","width":"2160","height":"1620"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1602,"commentSize":3,"repostSize":77,"link":"https://ttm.financial/post/534350801744912","isVote":1,"tweetType":1,"viewCount":7126,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4222076877608182","authorId":"4222076877608182","name":"Sunk1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4222076877608182","idStr":"4222076877608182"},"content":"RocketLab's Neutron will be the make or break. it's a shame it keeps getting delayed, but that's probably better than a string of unscheduled rapid disassemblies mid-flight. if Neutron successfully lifts off then so will RocketLab's share price.","text":"RocketLab's Neutron will be the make or break. it's a shame it keeps getting delayed, but that's probably better than a string of unscheduled rapid disassemblies mid-flight. if Neutron successfully lifts off then so will RocketLab's share price.","html":"RocketLab's Neutron will be the make or break. it's a shame it keeps getting delayed, but that's probably better than a string of unscheduled rapid disassemblies mid-flight. if Neutron successfully lifts off then so will RocketLab's share price."},{"author":{"id":"4174181632108162","authorId":"4174181632108162","name":"Emotional Investor","avatar":"https://community-static.tradeup.com/news/57ce43901504951c0ec8b4e69e083150","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4174181632108162","idStr":"4174181632108162"},"content":"Yes realistically I’m thinking that neutron will not launch this year. Looking at what still needs to be done. But this doesn’t phase me. Why? Because they are still executing way better than any other rocket program in the history of rocket programs. I live near their Warkworth facility in New Zealand, and stuff is seriously looking insanely fantastic. 6 months delay is meaningless given the massive future tam in the industry","text":"Yes realistically I’m thinking that neutron will not launch this year. Looking at what still needs to be done. But this doesn’t phase me. Why? Because they are still executing way better than any other rocket program in the history of rocket programs. I live near their Warkworth facility in New Zealand, and stuff is seriously looking insanely fantastic. 6 months delay is meaningless given the massive future tam in the industry","html":"Yes realistically I’m thinking that neutron will not launch this year. Looking at what still needs to be done. But this doesn’t phase me. Why? Because they are still executing way better than any other rocket program in the history of rocket programs. I live near their Warkworth facility in New Zealand, and stuff is seriously looking insanely fantastic. 6 months delay is meaningless given the massive future tam in the industry"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534515962696224,"gmtCreate":1771517513282,"gmtModify":1771546800637,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Tech Rebound or Tech Abandonment: How Do You View Buffett’s Final Portfolio?","htmlText":"Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing. With the latest 13F disclosure from Berkshire Hathaway, the legendary Warren Buffett’s final portfolio shift before retiring as CEO has come to light. This $274 billion portfolio is not just the Oracle’s \"curtain call\"—it serves as a massive question mark: In the AI-driven world of 2026, is Big Tech still the place to be? 1. Contradictory Signals: The Oracle Retreats, Institutions \"Underweight\"? Buffett’s moves remain characteristically decisive and defensive: <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> was trimmed for the third straight quarter, and Amazon was slashed by a staggering 77%. Increased stakes in <a href=\"https://ttm.financial/S/CVX\">$Chevron(CVX)$</a> and","listText":"Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing. With the latest 13F disclosure from Berkshire Hathaway, the legendary Warren Buffett’s final portfolio shift before retiring as CEO has come to light. This $274 billion portfolio is not just the Oracle’s \"curtain call\"—it serves as a massive question mark: In the AI-driven world of 2026, is Big Tech still the place to be? 1. Contradictory Signals: The Oracle Retreats, Institutions \"Underweight\"? Buffett’s moves remain characteristically decisive and defensive: <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> was trimmed for the third straight quarter, and Amazon was slashed by a staggering 77%. Increased stakes in <a href=\"https://ttm.financial/S/CVX\">$Chevron(CVX)$</a> and","text":"Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing. With the latest 13F disclosure from Berkshire Hathaway, the legendary Warren Buffett’s final portfolio shift before retiring as CEO has come to light. This $274 billion portfolio is not just the Oracle’s \"curtain call\"—it serves as a massive question mark: In the AI-driven world of 2026, is Big Tech still the place to be? 1. Contradictory Signals: The Oracle Retreats, Institutions \"Underweight\"? Buffett’s moves remain characteristically decisive and defensive: $Apple(AAPL)$ was trimmed for the third straight quarter, and Amazon was slashed by a staggering 77%. Increased stakes in $Chevron(CVX)$ and","images":[{"img":"https://community-static.tradeup.com/news/fcf48d33d859642188d1c57bcd9022dd"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1484,"commentSize":51,"repostSize":84,"link":"https://ttm.financial/post/534515962696224","isVote":1,"tweetType":1,"viewCount":8762,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3585001294737518","authorId":"3585001294737518","name":"Universe宇宙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3585001294737518","idStr":"3585001294737518"},"content":"Should we follow Buffett’s lead and sit on cash? @MHh @icycrystal @rL @DiAngel @melson @GoodLife99 @LMSunshine @koolgal @Aqa @Fenger1188 @Shyon @Mrzorro Come and join!","text":"Should we follow Buffett’s lead and sit on cash? @MHh @icycrystal @rL @DiAngel @melson @GoodLife99 @LMSunshine @koolgal @Aqa @Fenger1188 @Shyon @Mrzorro Come and join!","html":"Should we follow Buffett’s lead and sit on cash? @MHh @icycrystal @rL @DiAngel @melson @GoodLife99 @LMSunshine @koolgal @Aqa @Fenger1188 @Shyon @Mrzorro Come and join!"},{"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"content":"13F : Never doubt Warren Buffett. His Berkshire Hathaway holds significant, long-term stakes in five major Japanese trading houses—Mitsubishi Corp, Mitsui & Co, Sumitomo, Marubeni, and Itochu—totaling over $30 billion as of late 2025. He purchased them in 2020 at their low. Now they have increased 10% each. These investments have high, stable dividends, diversified business models, and low-cost financing via yen-denominated bonds. Thanks for the invites @Universe宇宙 @icycrystal @Tiger_comments","text":"13F : Never doubt Warren Buffett. His Berkshire Hathaway holds significant, long-term stakes in five major Japanese trading houses—Mitsubishi Corp, Mitsui & Co, Sumitomo, Marubeni, and Itochu—totaling over $30 billion as of late 2025. He purchased them in 2020 at their low. Now they have increased 10% each. These investments have high, stable dividends, diversified business models, and low-cost financing via yen-denominated bonds. Thanks for the invites @Universe宇宙 @icycrystal @Tiger_comments","html":"13F : Never doubt Warren Buffett. His Berkshire Hathaway holds significant, long-term stakes in five major Japanese trading houses—Mitsubishi Corp, Mitsui & Co, Sumitomo, Marubeni, and Itochu—totaling over $30 billion as of late 2025. He purchased them in 2020 at their low. Now they have increased 10% each. These investments have high, stable dividends, diversified business models, and low-cost financing via yen-denominated bonds. Thanks for the invites @Universe宇宙 @icycrystal @Tiger_comments"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534255246149080,"gmtCreate":1771454987831,"gmtModify":1771467459268,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"The Sunset of A Titan: Buffett's Final Masterstroke At Berkshire","htmlText":"🧧🧧🧧We are officially in the Year of the Fire Horse 🐎🔥, a year of speed and transformation.&nbsp; Nothing captures that \"shifting of the guard\" more than the latest 13F filing from Omaha.&nbsp; We are witnessing the final portfolio adjustments of Warren Buffett as he steps down as CEO&nbsp; of&nbsp;<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$&nbsp;</a><v-v data-views=\"1\"></v-v> .&nbsp; It is emotive.&nbsp; It is historic. It is true to form. It is a masterclass in discipline. The Stats: The Classic Buffett Fortress&nbsp; Even as he hands over the reins to Greg Abel, Warren Buffett is leaving the stable in impeccable shape.&nbsp; Berkshire's equity portfolio has climbed a staggering USD 274 billion. The Power of Focus: The top 10 holdings still account for 88% of total","listText":"🧧🧧🧧We are officially in the Year of the Fire Horse 🐎🔥, a year of speed and transformation.&nbsp; Nothing captures that \"shifting of the guard\" more than the latest 13F filing from Omaha.&nbsp; We are witnessing the final portfolio adjustments of Warren Buffett as he steps down as CEO&nbsp; of&nbsp;<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$&nbsp;</a><v-v data-views=\"1\"></v-v> .&nbsp; It is emotive.&nbsp; It is historic. It is true to form. It is a masterclass in discipline. The Stats: The Classic Buffett Fortress&nbsp; Even as he hands over the reins to Greg Abel, Warren Buffett is leaving the stable in impeccable shape.&nbsp; Berkshire's equity portfolio has climbed a staggering USD 274 billion. The Power of Focus: The top 10 holdings still account for 88% of total","text":"🧧🧧🧧We are officially in the Year of the Fire Horse 🐎🔥, a year of speed and transformation. Nothing captures that \"shifting of the guard\" more than the latest 13F filing from Omaha. We are witnessing the final portfolio adjustments of Warren Buffett as he steps down as CEO of $Berkshire Hathaway(BRK.B)$ . It is emotive. It is historic. It is true to form. It is a masterclass in discipline. The Stats: The Classic Buffett Fortress Even as he hands over the reins to Greg Abel, Warren Buffett is leaving the stable in impeccable shape. Berkshire's equity portfolio has climbed a staggering USD 274 billion. The Power of Focus: The top 10 holdings still account for 88% of total","images":[{"img":"https://community-static.tradeup.com/news/24d42726fcbb386f3069901383c66d60","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/45a71ea583c3dd77ec493f762cf2818c","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/7acf652ae4f0cddb8e732c29c6a3977a","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":101,"commentSize":0,"repostSize":32,"link":"https://ttm.financial/post/534255246149080","isVote":2,"tweetType":1,"viewCount":1798,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5288,"gmtBegin":1771454987829,"gmtEnd":1772059125693,"type":1,"upper":1,"title":"TigerClub","choices":[{"id":18257,"sort":1,"name":"Apple","userSize":9,"voted":false},{"id":18258,"sort":2,"name":"Amazon","userSize":8,"voted":false}]},"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":532912111486488,"gmtCreate":1771127214917,"gmtModify":1771418606954,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Google Q4 13F Holdings: Standing Pat on Space, Exiting Biotech As of December 31, 2025, <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;'s (Google's parent company) investment portfolio had a total market value of approximately $2.58 billion, up 7.05% from $2.41 billion in Q3. The portfolio holds 37 positions, with the top 10 holdings accounting for 92.81% of total assets, indicating a highly concentrated investment strategy.&nbsp;<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; remains the top holding. The portfolio displayed a unique \"passive appreciation, active retreat\" feature in Q4 2025 — core space holdings saw explosive stock price gains pushing portfolio value to new high","listText":"Google Q4 13F Holdings: Standing Pat on Space, Exiting Biotech As of December 31, 2025, <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;'s (Google's parent company) investment portfolio had a total market value of approximately $2.58 billion, up 7.05% from $2.41 billion in Q3. The portfolio holds 37 positions, with the top 10 holdings accounting for 92.81% of total assets, indicating a highly concentrated investment strategy.&nbsp;<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; remains the top holding. The portfolio displayed a unique \"passive appreciation, active retreat\" feature in Q4 2025 — core space holdings saw explosive stock price gains pushing portfolio value to new high","text":"Google Q4 13F Holdings: Standing Pat on Space, Exiting Biotech As of December 31, 2025, $Alphabet(GOOG)$ 's (Google's parent company) investment portfolio had a total market value of approximately $2.58 billion, up 7.05% from $2.41 billion in Q3. The portfolio holds 37 positions, with the top 10 holdings accounting for 92.81% of total assets, indicating a highly concentrated investment strategy. $AST SpaceMobile, Inc.(ASTS)$ remains the top holding. The portfolio displayed a unique \"passive appreciation, active retreat\" feature in Q4 2025 — core space holdings saw explosive stock price gains pushing portfolio value to new high","images":[{"img":"https://community-static.tradeup.com/news/2ab1dde7a74e9faebc500daa304d3ea0","width":"1078","height":"1088"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/532912111486488","isVote":1,"tweetType":1,"viewCount":3782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534465379909712,"gmtCreate":1771506245191,"gmtModify":1771506908475,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572753591805453","idStr":"3572753591805453"},"themes":[],"title":"","htmlText":"📊 13F Drop: Buffett’s Final Signal Before the Hand-Off? The latest 13F from Berkshire Hathaway isn’t just another filing — it may be the clearest message yet about how Warren Buffett wants the portfolio positioned heading into the next era. Portfolio value: $274B Top 10 holdings: 88% concentration Classic Buffett. But the nuance is where it gets interesting. ⸻ 🍏 Apple Trimmed Again — Not a Reversal, But a Rebalance Apple was reduced for the third consecutive quarter. Important distinction: This is trimming, not exiting. Apple remains Berkshire’s largest holding. But three straight reductions suggest: • Position sizing discipline after massive outperformance • Reduced single-stock concentration risk • Recognition that multiple expansion has likely peaked Buffett doesn’t sell great businesse","listText":"📊 13F Drop: Buffett’s Final Signal Before the Hand-Off? The latest 13F from Berkshire Hathaway isn’t just another filing — it may be the clearest message yet about how Warren Buffett wants the portfolio positioned heading into the next era. Portfolio value: $274B Top 10 holdings: 88% concentration Classic Buffett. But the nuance is where it gets interesting. ⸻ 🍏 Apple Trimmed Again — Not a Reversal, But a Rebalance Apple was reduced for the third consecutive quarter. Important distinction: This is trimming, not exiting. Apple remains Berkshire’s largest holding. But three straight reductions suggest: • Position sizing discipline after massive outperformance • Reduced single-stock concentration risk • Recognition that multiple expansion has likely peaked Buffett doesn’t sell great businesse","text":"📊 13F Drop: Buffett’s Final Signal Before the Hand-Off? The latest 13F from Berkshire Hathaway isn’t just another filing — it may be the clearest message yet about how Warren Buffett wants the portfolio positioned heading into the next era. Portfolio value: $274B Top 10 holdings: 88% concentration Classic Buffett. But the nuance is where it gets interesting. ⸻ 🍏 Apple Trimmed Again — Not a Reversal, But a Rebalance Apple was reduced for the third consecutive quarter. Important distinction: This is trimming, not exiting. Apple remains Berkshire’s largest holding. But three straight reductions suggest: • Position sizing discipline after massive outperformance • Reduced single-stock concentration risk • Recognition that multiple expansion has likely peaked Buffett doesn’t sell great businesse","images":[{"img":"https://community-static.tradeup.com/news/67dc85f1685cbf4ecf2e6eb7e2a44909","width":"1179","height":"747"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/534465379909712","isVote":1,"tweetType":1,"viewCount":1865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534306799773344,"gmtCreate":1771465407207,"gmtModify":1771477026088,"author":{"id":"4209509375264322","authorId":"4209509375264322","name":"這是甚麼東西","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4209509375264322","idStr":"4209509375264322"},"themes":[],"title":"","htmlText":"The latest 13F filing from Berkshire Hathaway offers a glimpse into Warren Buffett's investment strategy as he prepares to step down as CEO. Several key takeaways emerge from the filing: Concentration Remains Key: Despite some adjustments, the top ten holdings still account for 88% of the portfolio, reflecting Buffett's long-standing approach of concentrating investments in a few high-conviction bets. Apple Adjustment: The trimming of Apple for the third consecutive quarter may indicate that Buffett views the stock as fully valued or is rebalancing the portfolio. However, Apple remains a significant holding, suggesting that Berkshire still sees long-term value in the company. Amazon Reduction: The substantial cut in Amazon holdings (over 77%) is noteworthy. This could be due to valuation c","listText":"The latest 13F filing from Berkshire Hathaway offers a glimpse into Warren Buffett's investment strategy as he prepares to step down as CEO. Several key takeaways emerge from the filing: Concentration Remains Key: Despite some adjustments, the top ten holdings still account for 88% of the portfolio, reflecting Buffett's long-standing approach of concentrating investments in a few high-conviction bets. Apple Adjustment: The trimming of Apple for the third consecutive quarter may indicate that Buffett views the stock as fully valued or is rebalancing the portfolio. However, Apple remains a significant holding, suggesting that Berkshire still sees long-term value in the company. Amazon Reduction: The substantial cut in Amazon holdings (over 77%) is noteworthy. This could be due to valuation c","text":"The latest 13F filing from Berkshire Hathaway offers a glimpse into Warren Buffett's investment strategy as he prepares to step down as CEO. Several key takeaways emerge from the filing: Concentration Remains Key: Despite some adjustments, the top ten holdings still account for 88% of the portfolio, reflecting Buffett's long-standing approach of concentrating investments in a few high-conviction bets. Apple Adjustment: The trimming of Apple for the third consecutive quarter may indicate that Buffett views the stock as fully valued or is rebalancing the portfolio. However, Apple remains a significant holding, suggesting that Berkshire still sees long-term value in the company. Amazon Reduction: The substantial cut in Amazon holdings (over 77%) is noteworthy. This could be due to valuation c","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":66,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/534306799773344","isVote":1,"tweetType":1,"viewCount":2659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534583178913224,"gmtCreate":1771535188953,"gmtModify":1771929378801,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🧧🧧🧧Should we follow Warren Buffett &amp; sit on cash?&nbsp; Is the selling of Apple &amp; Amazon a tech bubble warning?&nbsp; Here is my view: Buffett is 94.&nbsp; He is not trying to time Nvidia's next earnings beat or Microsoft's next AI announcement.&nbsp;&nbsp; He is preparing Berkshire for the next 50 years, not the next 50 trading days.&nbsp; When you are managing almost USD 1 trillion dollars, you don't buy the dip.&nbsp; You wait for the world to go on clearance sale. For us mere mortals, we don't need&nbsp; to copy every move of the Oracle of Omaha.&nbsp; We definitely don't need to panic sell Nvidia just because he trimmed Apple. We are trying to buy good companies at fair prices without losing sleep. Is it time to buy Nvidia or Microsoft? Yes if you believe that these companies","listText":"🧧🧧🧧Should we follow Warren Buffett &amp; sit on cash?&nbsp; Is the selling of Apple &amp; Amazon a tech bubble warning?&nbsp; Here is my view: Buffett is 94.&nbsp; He is not trying to time Nvidia's next earnings beat or Microsoft's next AI announcement.&nbsp;&nbsp; He is preparing Berkshire for the next 50 years, not the next 50 trading days.&nbsp; When you are managing almost USD 1 trillion dollars, you don't buy the dip.&nbsp; You wait for the world to go on clearance sale. For us mere mortals, we don't need&nbsp; to copy every move of the Oracle of Omaha.&nbsp; We definitely don't need to panic sell Nvidia just because he trimmed Apple. We are trying to buy good companies at fair prices without losing sleep. Is it time to buy Nvidia or Microsoft? Yes if you believe that these companies","text":"🧧🧧🧧Should we follow Warren Buffett & sit on cash? Is the selling of Apple & Amazon a tech bubble warning? Here is my view: Buffett is 94. He is not trying to time Nvidia's next earnings beat or Microsoft's next AI announcement. He is preparing Berkshire for the next 50 years, not the next 50 trading days. When you are managing almost USD 1 trillion dollars, you don't buy the dip. You wait for the world to go on clearance sale. For us mere mortals, we don't need to copy every move of the Oracle of Omaha. We definitely don't need to panic sell Nvidia just because he trimmed Apple. We are trying to buy good companies at fair prices without losing sleep. Is it time to buy Nvidia or Microsoft? Yes if you believe that these companies","images":[{"img":"https://community-static.tradeup.com/news/7573f19bed012118a302011a49751c31"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":226,"commentSize":2,"repostSize":34,"link":"https://ttm.financial/post/534583178913224","isVote":1,"tweetType":1,"viewCount":4056,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000650","authorId":"9000000000000650","name":"ClarenceNehemiah","avatar":"https://static.tigerbbs.com/5fee988f6e6e3c043a31a7e8992655c4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000650","idStr":"9000000000000650"},"content":"Absolutely, NVDA and MSFT are solid buys if you are in it for the long run.[微笑]","text":"Absolutely, NVDA and MSFT are solid buys if you are in it for the long run.[微笑]","html":"Absolutely, NVDA and MSFT are solid buys if you are in it for the long run.[微笑]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534859246047976,"gmtCreate":1771602431683,"gmtModify":1771929270627,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"Buffett’s latest move at Berkshire Hathaway feels more like risk management than a full retreat from tech. Trimming positions such as Apple and raising cash reflects his scale and defensive mandate. It doesn’t automatically mean Big Tech’s growth story is over. The pullback in the NASDAQ Composite looks more like sentiment-driven repositioning to me. With institutions underweight and names like NVIDIA and Microsoft now less crowded, the setup feels more selective than broken. Personally, I’m not moving fully to cash. I prefer scaling in when fear rises. This feels less like a bubble bursting and more like the shift from AI hype to disciplined accumulation. For long-term investors, volatility is often the price we pay for outsized returns. I’d rather build positions gradually than wait for","listText":"Buffett’s latest move at Berkshire Hathaway feels more like risk management than a full retreat from tech. Trimming positions such as Apple and raising cash reflects his scale and defensive mandate. It doesn’t automatically mean Big Tech’s growth story is over. The pullback in the NASDAQ Composite looks more like sentiment-driven repositioning to me. With institutions underweight and names like NVIDIA and Microsoft now less crowded, the setup feels more selective than broken. Personally, I’m not moving fully to cash. I prefer scaling in when fear rises. This feels less like a bubble bursting and more like the shift from AI hype to disciplined accumulation. For long-term investors, volatility is often the price we pay for outsized returns. I’d rather build positions gradually than wait for","text":"Buffett’s latest move at Berkshire Hathaway feels more like risk management than a full retreat from tech. Trimming positions such as Apple and raising cash reflects his scale and defensive mandate. It doesn’t automatically mean Big Tech’s growth story is over. The pullback in the NASDAQ Composite looks more like sentiment-driven repositioning to me. With institutions underweight and names like NVIDIA and Microsoft now less crowded, the setup feels more selective than broken. Personally, I’m not moving fully to cash. I prefer scaling in when fear rises. This feels less like a bubble bursting and more like the shift from AI hype to disciplined accumulation. For long-term investors, volatility is often the price we pay for outsized returns. I’d rather build positions gradually than wait for","images":[{"img":"https://community-static.tradeup.com/news/ad5627cba9486020688bcab0abc566ba"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":44,"commentSize":2,"repostSize":17,"link":"https://ttm.financial/post/534859246047976","isVote":1,"tweetType":1,"viewCount":2983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000166","authorId":"9000000000000166","name":"WayneEvans","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000166","idStr":"9000000000000166"},"content":"Spot on! Scaling in when fear rises is golden. Volatility fuels long-term gains.[得意]","text":"Spot on! Scaling in when fear rises is golden. Volatility fuels long-term gains.[得意]","html":"Spot on! Scaling in when fear rises is golden. Volatility fuels long-term gains.[得意]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534630215755256,"gmtCreate":1771546543740,"gmtModify":1771546549769,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"themes":[],"title":"","htmlText":"Every investor's situation is different and it is more so between retail investors Vs institutions. For retail investors like you and I, we lose to inflation if we try to time the market and sit on cash. For the Oracle, he has a never been a serious investor in tech and hence his actions may not be indicative of a tech bubble burst. For NVIDIA and Microsoft, the formers' hardware is pretty much needed especially when AI is no longer fantasy stuff. For Microsoft, their software are deeply entrenched in corporates and it wouldn't be. possible to unravel it overnight when a respectable alternate is not apparent over the horizon for a silky smooth plug-n-play. Unless Microsoft wishes to be the next Kodiak, I wouldn't imagine that it will sit around and do nothing. Would it be possible then to","listText":"Every investor's situation is different and it is more so between retail investors Vs institutions. For retail investors like you and I, we lose to inflation if we try to time the market and sit on cash. For the Oracle, he has a never been a serious investor in tech and hence his actions may not be indicative of a tech bubble burst. For NVIDIA and Microsoft, the formers' hardware is pretty much needed especially when AI is no longer fantasy stuff. For Microsoft, their software are deeply entrenched in corporates and it wouldn't be. possible to unravel it overnight when a respectable alternate is not apparent over the horizon for a silky smooth plug-n-play. Unless Microsoft wishes to be the next Kodiak, I wouldn't imagine that it will sit around and do nothing. Would it be possible then to","text":"Every investor's situation is different and it is more so between retail investors Vs institutions. For retail investors like you and I, we lose to inflation if we try to time the market and sit on cash. For the Oracle, he has a never been a serious investor in tech and hence his actions may not be indicative of a tech bubble burst. For NVIDIA and Microsoft, the formers' hardware is pretty much needed especially when AI is no longer fantasy stuff. For Microsoft, their software are deeply entrenched in corporates and it wouldn't be. possible to unravel it overnight when a respectable alternate is not apparent over the horizon for a silky smooth plug-n-play. Unless Microsoft wishes to be the next Kodiak, I wouldn't imagine that it will sit around and do nothing. Would it be possible then to","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534630215755256","isVote":1,"tweetType":1,"viewCount":2570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}