$LEN 0.47 Noisy

Notable posts

• @wallstengine neutral 266 eng

  BERKSHIRE HATHAWAY DISCLOSES Q2 PORTFOLIO Berkshire reported a $299.3B U.S. equity portfolio as of June 30. Notable additions by share count: $GOOGL +45% → $28.2B | 9.4% of portfolio $GOOG +658% → $9.6B | 3.2% $DAL +44% → $5.4B | 1.8% $LEN +30% → $1.2B | 0.4% $M +142% → $173M Notable cuts: $COF -58% → $602M $NUE -52% → $414M $KR -22% → $2.2B $BAC -6% → $27.5B Alphabet is now worth ~$37.8B combined, or 12.6% of Berkshire’s reported equity portfolio.

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• @Venu_7_ neutral 143 eng

  Top Hedge Fund Buys from the latest 13F filings 👀 Renaissance Technologies - $CRWD $META $NVDA $GOOGL $AMZN Tiger Global - $CBRS $AMD $INTC $STX $V Coatue - $MU $SPCX $INTC $CBRS $AMD Stan Druckenmiller -$INSM Calls $GOOGL $AMZN $FOXA $TSLA Calls $META Calls David Tepper - $BA $AMZN $TSM $AAL $SPCX $CRWV Berkshire Hathaway - $GOOGL $GOOG $DAL $LEN $M $DHI Bill Ackman - $NFLX $V $MA $SPGI $ALC $ICE D1 Capital -$SPCX $JCI $META $SHW $NU Whale Rock - $AMD $ALAB $SNOW $TWLO $INTC Baillie Gifford - SPCX MU AMD KLAC AVGO Saudi PIF - SPCX now 65% of the portfolio A few themes really stand out: - SPCX showing up across multiple major funds - Mega-cap AI exposure remains strong through GOOGL AMZN META - Semis continue seeing institutional interest: AMD INTC TSM - Memory remains a divided trade, with funds taking opposite sides - AVGO showing up heavily on the sell side Space. Semis. AI. Memory. Very interesting to see where some of the biggest funds are positioning.

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• @faststocknewss neutral 24 eng

  BERKSHIRE NEARLY DOUBLES ALPHABET STAKE, NOW ITS THIRD-LARGEST HOLDING Alphabet Class A $GOOGL rose 45% to $28.16B and Class C $GOOG jumped 658% to $9.61B, a combined $37.76B stake that now ranks third in the portfolio, ahead of Coca-Cola. All holdings: - Apple $AAPL: $65.95B - American Express $AXP: $51.28B - Coca-Cola $KO: $32.51B - Bank of America $BAC: $27.54B, shares -6% - Chevron $CVX: $13.99B - Occidental Petroleum $OXY: $12.87B - Chubb $CB: $11.67B - Moody's $MCO: $11.17B - Kraft Heinz $KHC: $7.69B - DaVita $DVA: $6.43B, shares -4% - Delta Air Lines $DAL: $5.37B, shares +44% - SiriusXM $SIRI: $3.69B - VeriSign $VRSN: $2.26B - Kroger $KR: $2.17B, shares -22% - Ally Financial $ALLY: $1.24B, shares -7% - Lennar $LEN: $1.19B, shares +30% - Liberty Live Series C $LLYVK: $1.12B - New York Times $NYT: $1.10B, shares +4% - Capital One $COF: $601.9M, shares -58% - Liberty Live Series A $LLYVA: $504.9M - Louisiana-Pacific $LPX: $445.6M - Nucor $NUE: $413.8M, shares -52% - Macy's $M: $173.0M, shares +142% - NVR $NVR: $75.7M - Jefferies $JEF: $21.7M - D.R. Horton $DHI: $580K, new Exited: Constellation Brands $STZ, $94.9M. Homebuilder exposure grew across the board: Lennar Class A up 30%, Class B up 25%, and a new D.R. Horton position of 3,564 shares.

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• @faststocknewss neutral 20 eng

  SEPTEMBER EARNINGS AND DATA CALENDAR Sep 2: Broadcom $AVGO, Snowflake $SNOW, Hewlett Packard Enterprise $HPE, NetApp $NTAP Sep 3: Ciena $CIEN, Zscaler $ZS, Lululemon $LULU, Samsara $IOT Sep 4: nonfarm payrolls and unemployment rate Sep 8: GameStop $GME, Casey's General Stores $CASY Sep 9: Chewy $CHWY, AeroVironment $AVAV Sep 10: Oracle $ORCL, Adobe $ADBE, Copart $CPRT, core PPI Sep 11: Kroger $KR, core CPI Sep 16: Manchester United $MANU, FOMC decision Sep 17: Lennar $LEN, FactSet $FDS Sep 22: AutoZone $AZO Sep 23: Cintas $CTAS, General Mills $GIS Sep 24: Costco $COST, Jabil $JBL Sep 28: Carnival $CCL, Jefferies $JEF Sep 29: Paychex $PAYX, CarMax $KMX Sep 30: Micron $MU, core PCE Shoutout to our partners at @VanquishTrader for the calendar

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• @TENETTRADEGROUP neutral 37 eng

  🚨 Get Ready for Another Big Week of Trading with our Weekly Calendar of Market Moving Events -> SpaceX IPO debut $SPCX $TSLA $RKLB $ASTS $LUNR -> Apple WWDC announcements $AAPL -> Major Earnings: $ORCL $ADBE $CASY $RH $LEN -> CPI & PPI inflation data Ready for Oppurtunities at @TENETTRADEGROUP

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• @tenet_research neutral 30 eng

  Tenet Market Wake-Up Summary 📷📷 July.21.26 $SPX $NVO $LLY $NVDA $NBIS $ASTS $ORCL $LEN $RKT $DHI $OPEN $MBLY $RDW $U $KTOS $OSS $CLSK $NU $NOC $GM $MMM $NVS $WRB $STLD $MSCI $KEY $SYF $FOR $EFX $FTNT $META $IREN $CRM $ADBE $WDAY $ESTC $FROG $INTU $RPD $UTZ $BGDE $CRNT $CLBK $AGIO $BTC @ripster47 | @TENETTRADEGROUP | @TenetCharts

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• @tenet_research neutral 24 eng

  Tenet Market Wake-Up Summary 📷📷 June.09.26 $SPX $UBER $NVDA $QCOM $PLTR $APLD $CDNS $LCID $BABA $NOK $ASTS $CRWV $AVO $MTN $SJM $UNFI $SAIL $T $AJG $PAR $PKE $RAL $ELVN $EQR $LEN $NUVL $MAMA @ripster47 | @TENETTRADEGROUP | @TenetCharts https://t.co/Dtnjf4M2IP

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• @TENETTRADEGROUP neutral 23 eng

  Tenet Market Wake-Up Summary 📷📷 June.12.26 $SPX $RKLB $ASTS $PL $RDW $LUNR $SPCX $BABA $ALAB $CRWV $NBIS $TER $MNTS $MU $SNDK $NVDA $SHAZ $VRT $MRVL $SMCI $LMT $RR $ADBE $RH $LEN $AMD $KTOS $EPR $MKTX $AVTX $KO $SAIL $SATS @ripster47 | @tenet_research | @TenetCharts https://t.co/8jz77fg7Io

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