WS #14108

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Berkshire boosts Alphabet 83% to $37.9B and Delta 44%; Ackman exits Alphabet for Microsoft/Meta; Tepper adds AMZN/MU/TSM/GOOG; Einhorn adds PayPal. Applied Materials -5.1% despite strong guidance, Broadcom -5.9%, Intel -2% on AI debt concerns; Nvidia resilient at $225+ (+12% MTD) with $500B GPU financing plan.

13F Institutional Positioning

Berkshire boosts Alphabet 83% to $37.9B and Delta 44%; Ackman exits Alphabet for Microsoft/Meta; Tepper adds AMZN/MU/TSM/GOOG; Einhorn adds PayPal.

Applied Materials -5.1% despite strong guidance, Broadcom -5.9%, Intel -2% on AI debt concerns; Nvidia resilient at $225+ (+12% MTD) with $500B GPU financing plan.

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