When Does a Tech Company Stop Being “Just Tech”? Answer: When Warren Buffett finally buys it. Berkshire Hathaway quietly revealed a new USD 4.3 billion stake in Alphabet, now one of its top 10 holdings. On paper, this looks like a simple portfolio move. In reality, it’s much more meaningful. This investment is: a public admission of one of Buffett’s biggest long-standing mistakes, a window into Berkshire’s future after Buffett, and a sign that the definition of “value” in modern markets has fundamentally changed. Let’s unpack this. --- 1. A 20-Year Apology Letter — Delivered Through a 13F Filing For two decades, Buffett and the late Charlie Munger openly regretted missing Google. They were early users of Google’s ad engine. They saw its power. They knew the economics. But Buffett refused t
$AMZN 20260417 215.0 PUT$ 🚨 Is the AI Bubble Already Here? Amazon Might Have Just Confirmed It. 🚨 👉 Amazon just did something it hasn’t done in three years — it went to the bond market to borrow money. They’re issuing debt in up to six parts, including a 40-year bond, to raise cash for “general corporate purposes.” That sounds normal… until you look at the bigger picture. Here’s why this matters: • Big tech companies are spending massively on AI. • Data centers, chips, and infrastructure cost billions. • But the ROI is still unclear. • Cash levels are going down. • So companies are now borrowing to stay ahead in the AI race. 🚂 This is how bubbles form: Everyone spends because everyone else is spending — not because the r
$XP Inc.(XP)$$Nu Holdings Ltd.(NU)$$Itau Unibanco Holding SA(ITUB)$ 🤝📊🇧🇷 XP Ignites Brazil’s Fintech Flywheel: Record Profit, Inflow Surge, And Wholesale Momentum 🇧🇷📊🤝 🎯 Executive Summary I’m extremely confident this quarter confirms XP’s renewed momentum and marks a structural inflection, positioning it as Brazil’s premier digital investment platform outpacing legacy banks such as $ITUB and $BBDC in a high Selic environment. Q3 delivered record net income of R$1.33 billion, up 12% YoY and 1% sequentially, supported by R$4.66 billion in net revenue, up 8% YoY and 5% QoQ. Total client assets reached R$1.425 trillion, rising 12% YoY and 4% QoQ. The catalyst was the e
#MyOptionInvestmentJourney Hi everyone! I am back again this week (Nov 17) with an update on my option investing journey. For new reader, may refer to my recap section on the context. Now for my update... 💰 Progress So Far: I have 2,050 USD is my account as of 01-Oct-2025. I can sell 2 units of Protected Put option, so I am going to sell 1 unit every alternate week. This week, I have sold a Protected Put option that expired next week (20251128). I have collected another 2.25 USD in premium this week — bringing my total Net Income since 12th August 2025 to 44.00 USD, which is approximately 2.15% p.a. to date on my capital (currently 2,050 USD). $TSLL 20251128 11.0 PUT$ This means I have 2 Options that expired in two diffe
Storage Industry Outlook for 2025-2026: HBM Dominates The Era
$Bank of America(BAC)$ The latest Global Storage Technology Report indicates that starting in the second half of 2025, the storage industry will formally exit its previous adjustment cycle and enter a recovery phase characterized by structural differentiation. The NAND market will be the first to enter a mid-to-upward cycle, while DRAM will see robust growth driven by high-bandwidth memory (HBM), though average selling price (ASP) increases will be limited. Meanwhile, small-cap Korean semiconductor equipment and materials stocks face multiple growth pressures. Currently, the industry's core growth momentum has shifted from traditional storage to HBM. Coupled with the sustained recovery of downstream demand for servers, solid-state drives (SSDs), an
CRCL breaks support, low-rate pressure weighs, 70-82 base for breakout.
$Circle Internet Corp.(CRCL)$ breaks below support: Low interest rate expectations weigh heavily on the market; it seeks a bottom in the 70-82 range and awaits a breakout.Circle Internet Corp. closed at $76.59 (-6.47%), down $5.30 from previous session at $81.89, trading within a volatile 8.30% daily range from $75.10-$81.90.Core Market Drivers: Q3 earnings beat expectations with $740M total revenue (+202% net profit growth), but investor concerns over declining interest rate environment dampening future profitability from reserve bond holdings weighed heavily on sentiment; Bitcoin's retreat below $91,500 added sector-wide pressure.Technical Indicator Analysis: Volume surged to 23.75M shares (0.81x ratio), indicating heightened selling interest bu
CoreWeave Earnings Miss Triggers -2.62% Drop: Check in $72-78 Range
$CoreWeave, Inc.(CRWV)$ Earnings Miss Triggers -2.62% Drop: AI Infrastructure Reality Check in 72-78 Range》Latest Close (EST): CRWV closed at $75.33 (-2.62%), down $2.03 from previous close of $77.36. The stock remains 59.7% below its 52-week high of $187.00, signaling extended weakness from peak levels.Core Driving Factors: Q3 earnings delivered mixed signals - revenue of $1.36B beat expectations, but management's guidance cut due to data center construction delays spooked investors. Market concerns center on partner Core Scientific's delivery issues and broader questions about AI infrastructure buildout pace versus demand sustainability.Technical Analysis: Volume of 29.18M shares exceeded normal levels but failed to support price action, indicat
$Novo-Nordisk A/S(NVO)$ closed at $48.46 (+0.41%), up from Friday's close of $48.26. The stock remains approximately 57% below its 52-week high of $112.52, indicating significant distance from previous peaks.Core Market Drivers: Novo Nordisk announced a strategic price reduction for Wegovy and Ozempic to $349/month (30% discount), matching Lilly's Zepbound pricing to combat generic competition. The company targets launching oral weight-loss pills in the US by early 2026, while Q3 earnings showed 5% revenue growth but 27% profit decline amid intensifying market competition.Technical Analysis: Trading volume at 13.52 million shares with volume ratio of 0.69 suggests below-average activity and weak momentum. The stock faces resistance around $54.25 wi
Trip.com Explodes 60%! Ctrip’s Global Gamble Pays Off (But Profits Bleed?)
$Trip.com Group Limited(TCOM)$ released its unaudited financial results for the third quarter of fiscal year 2025, ending September 30, 2025, in the U.S. after-hours trading session on November 18.Overall, Ctrip delivered solid performance this quarter, with both revenue and profit slightly exceeding market expectations. The group's total net revenue grew 15.4% year-over-year (slightly decelerating quarter-over-quarter), reflecting stable domestic travel demand. Meanwhile, the sustained robust recovery of overseas operations and outbound travel served as key drivers. However, the financial report also hints at structural concerns, including narrowing gross margins and expanding expense investments, causing profit growth to continue underperforming
🎁What the Tigers Say | Shutdown Over, Should Investors Buy the Bounce or Stay Cautious?
The U.S. government’s longest-ever shutdown has finally come to a close.[Smile]Late Wednesday local time, the U.S. House of Representatives voted to pass a temporary funding bill, bringing an end to this record-breaking government closure. At 43 days in duration, it surpassed the previous longest shutdown record set nearly seven years ago.With this key macro uncertainty lifted ✅, U.S. stock index futures rallied sharply, with $S&P 500(.SPX)$ futures touching near 6,800 points — close to this year’s intraday high. Markets expect a strong opening after the resumption of trading.Yet beneath the optimism, a clear divergence emerges: blue chips like the Dow keep rising, while mega-cap tech stocks such as $NVID
🚀 Nov 10—— Nov 14 Leaderboard: Top Traders & Market Highlights!
Last week (November 10-14), the performance of the Hong Kong and US stock markets showed differentiation and increased volatility: the overall US stock market showed a pattern of "less rise and less fall, mainly defensive", with $标普500(.SPX)$ slightly rising by about 0.1%, $纳斯达克(.IXIC)$ slightly falling, and $道琼斯(.DJI)$ slightly rising. The Hong Kong market was affected by weak Chinese economic data and external risk sentiment, causing $恒生指数(HSI)$ to close down nearly 2% on Friday due to a single day plunge. It also fell under pressure throughout the week, w
DIS : YouTube Deal Sparks Hope, $112–133 Target Zone Awaits
$Walt Disney(DIS)$ closed at $105.69 (-0.10%), maintaining stability near the $105.61 support level. The stock remains approximately 15.2% below its 52-week high of $124.69, indicating room for upward momentum if key resistance levels are breached.Core Market Drivers: Disney's partnership with YouTube TV marks a significant breakthrough, restoring ESPN, ABC, and FX channels to approximately 10 million subscribers after a 15-day standoff. However, Q4 earnings showed mixed results with revenue of $22.46B missing analyst expectations of $22.75B, though streaming and parks segments demonstrated solid profitability with experience division operating profit reaching $1.88B.Technical Analysis: Trading volume of 12.3M shares remained below average with a v