Berkshire's Abel-Era 13F Tripled Alphabet and Dumped Visa
Greg Abel's first Berkshire 13F bought $17 billion of Alphabet, doubled down on Delta, and walked out of Visa, Mastercard, Amazon, UnitedHealth and Domino's.
Business
Cerebras Lost Ten Percent on Day Two as Semis Shed Four
Cerebras fell about ten percent Friday as Nvidia dropped 4.4 percent and the semis index lost four — the slide is now a session not a guess.
The Berkshire Exits Are the 13F Story No One Is Telling
Abel-era Berkshire kept the Alphabet headline and dumped Amazon, Visa, Mastercard, UnitedHealth, and Domino's — the exits show whether the new CEO will hold the line.
Wall Street Snapped a Six-Week Nasdaq Streak on Yields and Oil
Two distinct forces hit the market at once — oil-driven yields repriced bonds and the AI-momentum trade lost four percent on semis.
The Apple Stake Is Still the Berkshire Position That Did Not Move
Abel tripled Alphabet, added Delta, opened Macy's, and exited five names — and left the Apple position alone.
Berkshire Bought $2.6 Billion of Delta Into the Worst Oil Week of the War
Abel's first 13F added about 40 million Delta shares — an airline bet against a Hormuz disruption that just produced the largest weekly oil gain of the Iran war.
The G42-UAE Concentration Is Still Printed in Cerebras's Own Prospectus
A bad Day 2 tape did not edit the S-1, and the S-1 is still the durable Cerebras fact.
Greg Abel's First Berkshire Is a Filing, Not Yet a Letter
Berkshire's new CEO has now made decisions on paper; the annual letter that explains them is still unwritten.