The Q2 13Fs told one clear story about the AI trade: the hedge funds didn't sell it, they moved down
Berkshire Hathaway bought 48.1 million more shares of $GOOGL in Q2, roughly $17 billion worth, making Alphabet about 12.6% of
The Take Bitcoin is $82,851 this morning, 34% below the record it set on October 6, 2025, and still 38% above
The Take The Fed raised rates on September 17 and then spent 2 weeks telling the market it probably won't
Disclosure: As of August 31, 2026 I hold positions in AMZN, BE, CNSWF, HOOD, META, MSFT, MSTR, ORCL, UNH in the account
July was my most active month of the year, and almost all of it was one idea: selling strength to buy weakness.