The Q2 13Fs told one clear story about the AI trade: the hedge funds didn't sell it, they moved down
Berkshire Hathaway bought 48.1 million more shares of $GOOGL in Q2, roughly $17 billion worth, making Alphabet about 12.6% of
The Take SK Hynix says more than 50% of its 2027 and 2028 production capacity is already locked in under long-term agreements
The Take Treasury Secretary Scott Bessent told CNBC on October 28 that the Fed should keep "an open mind in terms
Disclosure: As of September 30, 2026 I hold positions in AMZN, BE, CDNS, CNSWF, HOOD, INTC, META, MSFT, MSTR, ORCL, UNH in
Disclosure: As of October 31, 2026 I hold positions in AMZN, BE, CDNS, CNSWF, HOOD, META, MSFT, MSTR, ORCL, UNH in the
Disclosure: As of September 30, 2026 I hold positions in CDNS, KOD, NCLH, TTWO in the account this recap covers. This is
Disclosure: As of October 31, 2026 I hold positions in CDNS, GOOG, NCLH, ORCL, TQQQ in the account this recap covers. This