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 story going around is that the Fed just posted a record loss. That's not what the numbers say. The
SpaceX has been in the Nasdaq-100 since July 7, 2026. It closed at $160.42 the day before the index funds had
Disclosure: As of August 31, 2026 I hold positions in AMZN, BE, CNSWF, HOOD, META, MSFT, MSTR, ORCL, UNH in the account
July was my most active month of the year, and almost all of it was one idea: selling strength to buy weakness.