$Alphabet(GOOGL)$ $NVIDIA(NVDA

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2025-11-17

$Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ 17Nov25 NZT 🇳🇿 Stan and Buffett laughing tonight. I am watching $GOOGL rip in the overnight market with real momentum. Google is now up 54% YTD and the tone shifted after Buffett opened a $4.3B position. He added 17.8M shares for a 1.6% weighting. 🔥 Berkshire just disclosed a $5.1B position. 🏗️ The $40B Texas data centre buildout marks its largest state investment ever and the flow is lifting liquidity, structure, and support 📈

🔵🟩 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀 🟧

# Buffett's Berkshire Hathaway opens a new position in Alphabet in the third quarter and continues to reduce its holdings in Apple

Modify on 2025-11-17 13:20

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PetS
·2025-11-17
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I’m analysing the momentum you flagged and the scale of Berkshire’s position changes the entire liquidity map. The combination of a 54% YTD move, a $5.1B stake, and a $40B Texas expansion reads like a long cycle trend signal. I’m comparing it with $AMZN because similar infrastructure phases created strong support zones and deep rotation waves. I’m watching how the overnight flow behaves since these moments often decide short term trend direction.
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  2025-11-18
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  🩵 May your skies be blue and your trades green 🟢
  2025-11-18
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  PetS, your $AMZN parallel is accurate since infrastructure investment often drives multi year trend reinforcement. I’m tracking the same support zones because momentum usually stabilises right where rotation concentrates.
  2025-11-18
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Queengirlypops
·2025-11-17
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这是疯狂的能量，51亿美元的信号将$GOOGL变成了一个完整的趋势引擎。年初至今54%的涨幅加上德克萨斯州的扩张是纯粹的结构性动力，你可以感觉到流动性轮换正在升温。流量很大，趋势很干净，水平看起来很尖锐，整个设置感觉像是一个更大动作的开始。总速度矩🔋
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  🔵🔴🟡🅗🅐🅟🅟🅨Ⓣⓡⓐⓓⓘⓝⓖ🅐🅗🅔🅐🅓!🅒🅗🅔🅔🅡🅢🅑🅒🍀🍀🍀🟢
  2025-11-18
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  🌳愿你的天空是蓝色的，你的交易是绿色的🟢
  2025-11-18
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  问：你完美地捕捉到了速度，因为这种流量规模真正重置了结构。我正在跟踪相同的水平，因为当流动性以这种速度扩张时，这些区域通常会定义下一个突破节奏。
  2025-11-18
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Tui Jude
·2025-11-17
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I’m looking at the 17.8M shares and that 1.6% weighting and it’s clear why sentiment flipped fast. The 54% YTD lift becomes more meaningful when you add a $5.1B anchor and I’m studying how liquidity compresses around levels like this. The Texas build is a serious macro catalyst and reminds me of how $NVDA behaved when infrastructure spending accelerated. Trend shape looks clean and the overnight rotation feels like the early stage of a broader momentum cycle.
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  2025-11-18
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  🩵 May your skies be blue and your trades green 🟢
  2025-11-18
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  TJ, I agree with your point on controlled volatility because trend strength often emerges right after these large reallocations. The $NVDA comparison is sharp and I’m reviewing how support behaves as flow consolidates around key levels.
  2025-11-18
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Hen Solo
·2025-11-17
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I’m watching the flow you highlighted and the Texas buildout adds a structural dimension that strengthens the whole trend. The $5.1B position plus the 54% YTD climb is signalling a deeper shift in mega cap tone and I’m reviewing cross correlations with $AAPL because large allocators often rebalance weightings across the top names during infrastructure cycles. Liquidity looks firm, resistance levels look well defined, and the structure’s cleaner than it has been all year.
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  2025-11-18
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  🩵 May your skies be blue and your trades green 🟢
  2025-11-18
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  HS, you’re right about cross correlations because mega cap balance adjustments usually tighten when infrastructure cycles expand. I’m watching the same signals you highlighted around liquidity deepening and long term trend shape.
  2025-11-18
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Cool Cat Winston
·2025-11-18
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I’m taking in your read on $GOOGL and the scale of that Berkshire move resets the whole liquidity profile. A 54% YTD push paired with a $5.1B disclosure shifts the macro tone and I’m mapping how the Texas build strengthens long term structure. I’m comparing it with $MSFT because every time capital of this size rotated into cloud or data centre expansion the trend matured quickly. I’m watching how support behaves because this kind of flow usually forms the next controlled momentum phase 😻
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  2025-11-18
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  🩵 May your skies be blue and your trades green 🟢
  2025-11-18
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  🙏🏼 I appreciate you taking the time to read my post CCW. Your engagement helps push these market discussions further, and it’s always valuable to exchange perspectives on where we might be in the cycle.
  2025-11-18
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Kiwi Tigress
·2025-11-18
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Honestly this update hit hard because the Berkshire size is wild and the Texas build makes the whole thing feel way bigger. I’m kinda thinking about how momentum changes when capital of that scale steps in and the 54% run looks different with a $5.1B anchor under it. Yeah the 17.8M shares is huge and it makes the structure way heavier in a good way. The flow looks thick and clean and the rotation into tech feels like it’s starting properly. I’m watching these levels because moves like this usually reshape the whole cycle 💨
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  KT you nailed the weight of the flow because scale capital changes the entire trend rhythm. I’m following the same levels you mentioned as they often define how quickly the rotation gains traction.
  2025-11-19
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  2025-11-19
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  🩵 May your skies be blue and your trades green 🟢
  2025-11-19
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PetS
·2025-11-17
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Absolutely they will be laughing all the way to the bank 🏦
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  2025-11-18
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  🩵 May your skies be blue and your trades green 🟢
  2025-11-18
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  💯😂🏦 Laughing all the way PetS
  2025-11-18
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Ritza Hafid
·2025-11-24
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Artikel yang bagus, apakah Anda ingin membagikannya?
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  Ritza, I appreciate your message. I’m focusing on how the scale of capital moving into this name is reshaping liquidity, support, and long term trend structure. These shifts often define the next phase of momentum and I’m watching those signals closely.
  2025-11-24
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  2025-11-24
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  🩵 May your skies be blue and your trades green 🟢
  2025-11-24
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Queengirlypops
·2025-11-19
Great article, would you like to share it?
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  2025-11-24
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  🩵 May your skies be blue and your trades green 🟢
  2025-11-24
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  🙏🏼Thanks a lot for reposting this, it means the reach grows stronger with every share 🚀📈
  2025-11-24
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Jms1803
·2025-11-18
Great article, would you like to share it?
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  Jms1803, I appreciate that. I’m focusing on how the scale of capital entering the name reshapes liquidity patterns and strengthens the broader trend structure. The underlying momentum signals are aligning well with the fundamental expansion underway.
  2025-11-19
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  2025-11-19
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  🩵 May your skies be blue and your trades green 🟢
  2025-11-19
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PeterLiow
·2025-11-18
Great!
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  PeterLiow, thanks for that. I’m closely tracking how this kind of large scale capital and infrastructure spend can redefine $GOOGL’s liquidity profile, support zones, and long term trend. The alignment between fundamentals and market structure here is rare.
  2025-11-19
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  2025-11-19
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  🩵 May your skies be blue and your trades green 🟢
  2025-11-19
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Kiwi Tigress
·2025-11-18
很棒的文章，你愿意分享吗？
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  🔵🔴🟡🅗🅐🅟🅟🅨Ⓣⓡⓐⓓⓘⓝⓖ🅐🅗🅔🅐🅓!🅒🅗🅔🅔🅡🅢🅑🅒🍀🍀🍀🟢
  2025-11-18
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  🌳愿你的天空是蓝色的，你的交易是绿色的🟢
  2025-11-18
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  🙏🏼非常感谢您转发此内容，这意味着每次分享的影响力都会变得更强🚀📈
  2025-11-18
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Cool Cat Winston
·2025-11-18
很棒的文章，你愿意分享吗？
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  🔵🔴🟡🅗🅐🅟🅟🅨Ⓣⓡⓐⓓⓘⓝⓖ🅐🅗🅔🅐🅓!🅒🅗🅔🅔🅡🅢🅑🅒🍀🍀🍀🟢
  2025-11-18
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  🌳愿你的天空是蓝色的，你的交易是绿色的🟢
  2025-11-18
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  🙏🏼我真的很感谢你花时间转发，这有助于保持对话流畅🔄💬
  2025-11-18
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VivianChua
·2025-11-18
Nice 💚💚💚
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  2025-11-18
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  🩵 May your skies be blue and your trades green 🟢
  2025-11-18
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  I’m watching the same structural signals you highlighted since they often shape the momentum profile that follows.
  2025-11-18
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Queengirlypops
·2025-11-17
Great article, would you like to share it?
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  2025-11-18
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  🩵 May your skies be blue and your trades green 🟢
  2025-11-18
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  🙏🏼Thanks a lot for reposting this, it means the reach grows stronger with every share 🚀📈
  2025-11-18
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