Posts
Berkshire just tripled its GOOGL stake and bought Delta again
Three moves stood out in Berkshire's Q1 13F, but the story is the rotation between two of them: GOOGL: position more than tripled, from 17.8M shares to 54.2M. Roughly $5.6B → $15.6B. About $10B of fresh capital deployed in a single quarter. CVX: cut from 130.2M shares to 84.4M, down …
Buffett just tripled Berkshire’s GOOGL stake and bought Delta again what’s the read?
Berkshire’s Q1 2026 13F had a few surprisingly clear signals. The biggest one: GOOGL. Berkshire increased its Google position from 17.8M shares to 54.2M shares. That is a +204% increase, taking the position from about $5.6B to $15.6B. That is not a tiny starter bet. That is roughly $10B added …
feels crazy to buy stocks that are over 4x higher than when i first invested, not sure what to do
All the tech stocks have been doing really well, bought in around 2021-ish with names like AMD TSM etc as well as the usual VTI. The thing is I didn't put in much capital back then since I was younger and now that I've saved up more capital to deploy …
I’m tempted to copy Trump’s portfolio
The new positions that jumped out at me: ServiceNow, Nvidia, Broadcom, Adobe, Oracle, Workday, Dell, Intel, Texas Instruments. Meanwhile Amazon, Meta, and Microsoft got trimmed. Even though I don’t like the guy, I’m very tempted to copy his exact portfolio. He is clearly doing to steer these stocks in the …
Cisco popped 15% so I dug into the earnings after missing the move...
Yeah yeah, ik im late on Cisco. Everyone already talked about it a couple days back. I completely missed the 15% move live. After that I got kinda annoyed and actually went through the earnings properly instead of just scrollin past it. Good that now we have tools like GetClaw …
How to Find History of Shares
My mom has a stock certificate issued to her on May 5, 2000 for 88 shares of GE stock. Her current investment manager says that she has 16 shares of GE Aerospace, 5 shares of GE Healthcare, and 4 shares of GE Vernova. I've read about splits, reverse splits, and …
Buy the trend not the stock
It’s understandable the FOMO of wanting to own MU or Sandisk, but why risk it all when you can simply be on the trend? This reminds me of crypto, where everyone gets into the new thing instead of simply holding the biggest asset, the boring Bitcoin. You may get MU …
Sell some Intel to take a larger position in SLS? I’m OKAY with the greed, but I’m not sure my logic is sound.
Greed, fear. I’m commenting to receive advice and listen to opinions. Info: 1. 400 shares of Intel left after buying in at $22, sold enough already to cover my original cost plus 10% 2. Was going to let it ride, but I have a GREED idea. I have 2,200 shares …
r/Stocks Weekly Thread on Meme Stocks Saturday - May 16, 2026
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in a while. ------ Welcome traders who just can't help them …
Hold Intel vs buying more SLS . I’m leaning greed, but have I’m not sure about my logic.
Greed, fear. I’m commenting to get advice and opinions. Info: Pertinent info: Both stocks held in Roth and SEP IRA accounts, so no taxable implications on these transactions. I’m 58, don’t “need” the money. While I speculate that a major recession and corresponding market drop is coming, I don’t know …