$NUE 0.31 Weak

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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• @TrendSpider neutral 103 eng

  Scanning for leading stocks (outperforming at least 85% of the $SPY) near the 50SMA... ⬇️👀 Texas Instruments $TXN Seagate $STX Western Digital $WDC GE Vernova $GEV Corning $GLW Warner Bros Discovery $WBD Nucor $NUE Franklin Resources $BEN Cummins $CMI FedEx $FDX Caterpillar $CAT Viatris $VTRS Cisco $CSCO

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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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• @TENETTRADEGROUP neutral 26 eng

  Tenet Pre-Market Movers August.24.26 $SDOT $NSSC $BMEA $VNDA $SGML $IE $STLD $NUE $OCS $EXK $CLF $PDD $RGNX $AAOI $COHR $SNDK $DTIL $XPEV $STX $VRXA $USAR $MU $BABA @ripster47 | @tenet_research | @TenetCharts https://t.co/BkwNaYFZfb

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• @faststocknewss neutral 5 eng

  Nucor $NUE Q2 2026 guidance: - Adj EPS: $4.5-$4.6 per diluted share - Earnings expected to increase across all segments vs Q1 - Steel mills segment to benefit from $130M cash refunds - Includes $61M non-cash benefit from Helion investment

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