$Alphabet(GOOGL)$ $NVIDIA(NVDA

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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
·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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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-18
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  🩵 May your skies be blue and your trades green 🟢
  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.
  11-18
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Queengirlypops
·11-17
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This is insane energy and that $5.1B signal turns $GOOGL into a full trend engine. The 54% YTD run plus the Texas expansion is pure structural power and you can feel liquidity rotation heating up. Flow is loud, trend is clean, levels look sharp, and the whole setup feels like the start of a bigger move. Total velocity moment 🧃
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-18
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  🩵 May your skies be blue and your trades green 🟢
  11-18
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  Q, you captured the velocity perfectly because this scale of flow genuinely resets structure. I’m tracking the same levels since these areas usually define the next breakout rhythm when liquidity expands at this pace.
  11-18
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Tui Jude
·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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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-18
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  🩵 May your skies be blue and your trades green 🟢
  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.
  11-18
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Hen Solo
·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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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-18
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  🩵 May your skies be blue and your trades green 🟢
  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.
  11-18
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Cool Cat Winston
·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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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-18
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  🩵 May your skies be blue and your trades green 🟢
  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.
  11-18
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Kiwi Tigress
·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.
  11-19
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-19
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  🩵 May your skies be blue and your trades green 🟢
  11-19
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PetS
·11-17
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Absolutely they will be laughing all the way to the bank 🏦
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-18
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  🩵 May your skies be blue and your trades green 🟢
  11-18
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  💯😂🏦 Laughing all the way PetS
  11-18
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Ritza Hafid
·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.
  11-24
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-24
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  🩵 May your skies be blue and your trades green 🟢
  11-24
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Queengirlypops
·11-19
Great article, would you like to share it?
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-24
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  🩵 May your skies be blue and your trades green 🟢
  11-24
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  🙏🏼Thanks a lot for reposting this, it means the reach grows stronger with every share 🚀📈
  11-24
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Jms1803
·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.
  11-19
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-19
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  🩵 May your skies be blue and your trades green 🟢
  11-19
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PeterLiow
·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.
  11-19
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-19
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  🩵 May your skies be blue and your trades green 🟢
  11-19
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Kiwi Tigress
·11-18
Great article, would you like to share it?
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-18
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  🩵 May your skies be blue and your trades green 🟢
  11-18
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  🙏🏼Thanks a lot for reposting this, it means the reach grows stronger with every share 🚀📈
  11-18
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Cool Cat Winston
·11-18
Great article, would you like to share it?
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-18
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  🩵 May your skies be blue and your trades green 🟢
  11-18
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  🙏🏼 I really appreciate you taking the time to repost, it helps keep the conversation flowing 🔄💬
  11-18
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VivianChua
·11-18
Nice 💚💚💚
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-18
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  🩵 May your skies be blue and your trades green 🟢
  11-18
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  I’m watching the same structural signals you highlighted since they often shape the momentum profile that follows.
  11-18
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Queengirlypops
·11-17
Great article, would you like to share it?
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  🔵🔴🟡🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
  11-18
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  🩵 May your skies be blue and your trades green 🟢
  11-18
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  🙏🏼Thanks a lot for reposting this, it means the reach grows stronger with every share 🚀📈
  11-18
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