WS #14109

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Berkshire boosts Alphabet stake 83% to $37.9B and Delta 44%; Tepper adds AMZN/MU/TSM/GOOG; Soros loads up on MU; Nvidia 13F shows massive Intel stake. Applied Materials -5.1% despite strong guidance; Broadcom/Intel weak on AI debt concerns; Nvidia resilient above $225.

13F institutional positioning

Berkshire boosts Alphabet stake 83% to $37.9B and Delta 44%; Tepper adds AMZN/MU/TSM/GOOG; Soros loads up on MU; Nvidia 13F shows massive Intel stake.

Applied Materials -5.1% despite strong guidance; Broadcom/Intel weak on AI debt concerns; Nvidia resilient above $225.

Full world state #14109 →