Buffett's successor is shaking up Berkshire Hathaway's portfolio hard — dumped $17B into Google over Q2 alone, skyrocketing it to their 3rd largest holding. Financial stocks like Bank of America got cut two quarters in a row, while new positions in Delta Air Lines and Lennar show he's betting on aviation recovery and real estate bounce. This isn't the old buy-and-hold Buffett era anymore, Abel is way more aggressive on short-term big conviction plays. What do you think this signals for the rest of 2026 US markets?
