Big money just made some spicy moves:
• Berkshire & Renaissance went all-in on Google 🟦🤖
• Bridgewater & Citi trimmed Nvidia 🔪💻
• Peter Thiel? He said “Bye-bye NVDA” and sold everything 😮💨
So… what’s the tea? ☕️
1️⃣ Institutions taking profits ≠ Tech is dead
A lot of funds are simply locking in insane gains after Nvidia’s monster run. It’s like ordering extra chicken rice — sometimes you gotta stop before it gets too much 🐔💰.
2️⃣ Google love is telling 🩵
Two heavy hitters adding to Google signals they see:
• Steady AI growth 📊
• Reasonable valuation vs peers 🧮
• Lower hype, higher durability 👌
Translation: Google is the “quiet kid who always tops the class.” 🤓
3️⃣ Is there still opportunity?
If you believe:
• AI spending will keep surging 🚀
• Alphabet will monetize Gemini & cloud better 💡
• And you like stocks that don’t give you heart attacks daily 😅
…then yes, Google still looks like a solid long-term buy. Not dirt cheap, but not nosebleed either.
4️⃣ Should you follow the sell-off in Nvidia?
Only if you think:
• AI hardware demand is peaking (not yet 🤖🔥)
• Competition will eat into margins
• Or you’re just tired of the price making your emotions swing like a rollercoaster 🎢
Most institutions are just trimming ✂️
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