Everything Money

"Finally, the big one, Alphabet, the stock that split these super investors right down the middle. The business is on fire. Last quarter, revenue grew 24%. Search grew 17% and this very thing you're on, YouTube grew 13% and Google Cloud exploded 82%."

"Next stock, stock number two, PDD, the Chinese shopping giant behind the wildly popular T-Mu app. Leelu didn't just nibble here, guys. He more than doubled his bet, making it one of his biggest positions."

"The first stock out there is Netflix. The story here with Netflix is fantastic. Aman bought Netflix back in 2022. Then he sold it just a few months later at a big loss when his view changed. He kept studying it and now he's jumped right back in."

"Bridgewwater, the giant firm that Ray Dalio founded, went the opposite direction and cut their Amazon position by 54%."

"and more than doubled his bet on Norwegian Cruise Line."

"nearly doubled car parts company Genuine Parts"

"made Amazon his single largest holding at about 16.5% of his disclosed portfolio."

"He also has nearly half of his entire portfolio sitting in one single stock, Alphabet."

"He more than doubled his bet on PDD, the Chinese company behind the Teimu app, making over 22% of his portfolio."

"but Leelu of Himalaya Capital, famous for owning just a tiny handful of stocks, sold every single share of S&P Global that he owned."

"He also tweeted that he bought Intercontinental Exchange and Alcon more recently"

"He also tweeted that he bought Intercontinental Exchange and Alcon more recently"

"He bought four brand new big stocks, Visa, Mastercard, S&P Global, and Netflix, each landing around 5% of his fund."

"He bought four brand new big stocks, Visa, Mastercard, S&P Global, and Netflix, each landing around 5% of his fund."

"He bought four brand new big stocks, Visa, Mastercard, S&P Global, and Netflix, each landing around 5% of his fund."

"He bought four brand new big stocks, Visa, Mastercard, S&P Global, and Netflix, each landing around 5% of his fund."

"while trimming back even further on Bank of America."

"Bergkshire also added to Del Delta Airlines"

"And the star of the show was Alphabet, Google's parent company. Berkshire grew its Alphabet stake by about 83% to roughly 106 million shares worth around 38 billion instantly making it Berkshire's third biggest stock holding."

"If you remember, during the bear market of 2022, we were buying Meta as it was falling. I even got lucky, and I bought Meta on the lowest price by chance at $88 a share."

"Analysts point out that Google Cloud is outgrowing Microsoft Azure nearly 2 to 1 as we speak."

"Michael Bur actually has an opposing view of the stock, go watch our Palunteer video next."

"And one of our members, a guy named John, use a stock analyzer on Meta. He did the work. He made his assumptions. He bought at a price that made sense to him. And he's up over 200% of that position. You remember when Meta was being killed by everybody, but in our community, people loved it and a guy like John profited from it."

"the bare case is its very biggest customers are attacking the moat Amazon Google Microsoft Meta they are all designing their own chips to depend far less on Nvidia and rivals like AMD are now attacking with entire systems, not just single chips."

"the bare case is its very biggest customers are attacking the moat Amazon Google Microsoft Meta they are all designing their own chips to depend far less on Nvidia and rivals like AMD are now attacking with entire systems, not just single chips."

"the bare case is its very biggest customers are attacking the moat Amazon Google Microsoft Meta they are all designing their own chips to depend far less on Nvidia and rivals like AMD are now attacking with entire systems, not just single chips."

"Stock number two, Nvidia, the bullcase. It owns the entire AI system top to bottom as we speak. the GPUs now its own CPU the networking the software nearly every developer is glued to that full stack control is an incredibly deep moat the question is how long can that moat last"

"Nvidia software has a giant head start that developers are locked into and AMD has to pull off a pile of hard transitions all at once."

"In fact, one of the most successful ones, Amazon.com, fell 96% from its high in 2000 to the low in 2002."

"Well, what if their biggest customers, Amazon, Google, and Microsoft keep quietly designing their own chips instead of buying chips?"