WS #14111
Berkshire Hathaway boosted Alphabet stake by 83% to $37.8B (third-largest) and Delta by 44%, becoming a net buyer after 14 quarters, signaling bullishness on GOOGL and DAL. Nvidia disclosed $21B SpaceX and $30B Intel stakes, while Michael Burry doubled down on his Nvidia short, calling the $500B GPU financing deal a 'Wall Street stunt' with 'shades of Enron'—a bearish counter-signal for NVDA.
Berkshire 13F: Alphabet and Delta increases
Berkshire Hathaway boosted Alphabet stake by 83% to $37.8B (third-largest) and Delta by 44%, becoming a net buyer after 14 quarters, signaling bullishness on GOOGL and DAL.
Nvidia disclosed $21B SpaceX and $30B Intel stakes, while Michael Burry doubled down on his Nvidia short, calling the $500B GPU financing deal a 'Wall Street stunt' with 'shades of Enron'—a bearish counter-signal for NVDA.