To The Moon

TSMC Hits Record Revenue: How Much Upside Is Left?  $Taiwan Semiconductor Manufacturing(TSM)$   saw two call trades worth more than $10 million each, with near-term positioning pointing to further upside while a longer-dated call sale puts a notable upside monetization level roughly 30% above the current share price. Record July revenue provides additional fundamental support. What Do the Two Million-Dollar Call Trades Signal? A large Sept. 4 $370 call sweep hit TSM, with 2,050 contracts traded for roughly $11.56 million in premium. The trade was executed near the ask with a delta of around 0.87, suggesting aggressive near-term bullish exposure through deep-ITM calls. Another large trade involved the op

Why AI Hardware Fell While Software Rallied? The AI hardware trade suddenly hit the brakes Coming into Monday, AI hardware had momentum. The $PHLX Semiconductor Index (.SOX.US)$ had surged 9.3% the previous week, with optical networking among the hottest parts of the AI infrastructure trade. Then the tape flipped. By Monday's close, $iShares Semiconductor ETF (SOXX.US)$ was down 2.6%, $NVIDIA(NVDA)$   fell 2.8%, $Intel(INTC)$   lost about 4%, and the $Roundhill Photonics & Optics ETF (LYTE.US)$ dropped roughly 8.5%.  The underlying AI demand story did not suddenly disappear. What changed was how investors viewed the

Coherent Earnings Preview: Can AI Optics Keep the Momentum Going? $COHERENT(COHR)$   , a global photonics supplier serving AI datacenters, communications and industrial markets, will report fiscal Q4 2026 earnings after the U.S. market close on August 12. The key focus this quarter is whether strong AI optical demand can keep revenue accelerating while capacity expansion translates into higher margins.  Core Financial Indicators – Revenue: consensus is about $1.98 billion, up roughly 30% YoY and 10% QoQ; prior guidance was $1.91 billion to $2.05 billion.  – Non-GAAP gross margin: Street expectations center around 40%, up about 1.9 ppts YoY and 0.4 ppts QoQ; prior guidance was 39% to 41%.  – N

Adobe announced a $25 billion share buyback program, valid through April 2030, to address market concerns regarding AI disruption. Despite a significant stock decline over two years due to AI-native competitors, Adobe reported record Q1 fiscal 2026 revenue and operating cash flow Analysts maintain a 'Buy' consensus with a price target of $321.38, Beyond buybacks, Adobe is accelerating its AI strategy to prove its long-term value. On April 21, at the Adobe Summit in Las Vegas, the company launched 'CX Enterprise,' a next-generation AI platform that integrates AI agents and development tools. It has established partnerships with Amazon, Anthropic, Google, Microsoft, OpenAI, and NVIDIA, aimed at helping customers automate and personalize digital marketing functions.

Too much of the increase in earnings for the $SPDR S&P 500 ETF Trust(SPY)$ comes from tech companies saying their stake in OpenAI is worth more. And without it, not much else is increasing earnings. I think we're ripe for a correction, especially with the Iran war unresolved and the slide in the yen with repeated unsuccessful USDJPY interventions.

$Rocket Lab USA, Inc.(RKLB)$ $SpaceX(SPCX)$  $AST SpaceMobile, Inc.(ASTS)$  🚀 $RKLB Q2 2026 earnings: 16.9% Move Priced In, Shorts Are Watching Rocket Lab $RKLB reports Q2 earnings after the close tonight, and this one has the ingredients for a serious volatility event. The stock has finished 5 of its last 8 post-earnings sessions higher, including a monster 34.5% surge following its May report. That reaction came after Rocket Lab delivered record $200.3M Q1 revenue, up 63.5% YoY, while backlog climbed to $2.2B. (Rocket Lab Corporation⁠) Now the market is demanding another step-up. 📊 Earnings setup: • Average post-earnings move: 12.1% • Optio

$CapLand IntCom T(C38U.SI)$ would be my first choice among the Orchard Road S-REITs. I like its scale, diversified portfolio and blue-chip quality, while exposure to ION Orchard, Plaza Singapura and Paragon gives it a strong position in Singapore’s prime retail market. At around book value, I also think the valuation is reasonable for a REIT of this quality. What attracts me most is the combination of income and potential DPU growth. The Paragon acquisition should provide additional contribution, while lower interest rates could gradually reduce financing costs.

I’m most interested in $COHERENT(COHR)$ . AI data-center demand continues to drive strong growth in optical connectivity, and I like COHR’s exposure to the expanding bandwidth requirements of AI infrastructure. For earnings, I’ll be watching whether EPS can beat expectations and, more importantly, whether management raises its outlook. Strong demand for AI-related optical products would give me more confidence that the growth story can continue. I’m bullish on COHR over the longer term, although after its strong run, I’d rather add on meaningful pullbacks than chase a big move after earnings. For me, the key is whether fundamentals can continue to catch up with

This is ​a completely new macro setup right now:  We are seeing QT happen while US Treasury yields drop, the Japanese Yen stabilizes, and bond yields/stock markets rally. But instead of a broad-based pump, this rally is rewarding actual cash-flowing giants printing record profits. Once the market starts aggressively pricing in a September pivot, rate-sensitive plays are gonna fly. Gotta get ahead of the crowd before the real move happens. 📈 This is exactly why I'm so bullish on rate-sensitive stocks right now. Loading up and buying aggressively and steadily. 📈 Of cos the risk is there....  $Upstart Holdings, Inc.(UPST)$   $Affirm Holdings, Inc.(AFRM)$  

I’m choosing A:Yes, earnings growth will keep driving the S&P 500 higher. What encourages me most about J.P. Morgan’s 8,000 target isn’t the number itself, but the stronger earnings behind it. With more than 85% of companies beating expectations and EPS forecasts rising, the rally is increasingly supported by fundamentals rather than valuation expansion. I also think the AI story is entering a more important phase. It’s no longer just about AI spending, but whether that spending translates into cloud growth, stronger backlogs & real revenue. I’ll continue watching GOOGL, AMZN and MSFT, alongside AI infrastructure names like AMAT and CRWV. That said, I won’t chase the index simply because Wall Street raised its target. CPI & Treasury yields remain key risks. I’ll stay invested,

Lets Vote 😀 @Barcode @JC888 @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000

When people see that I sold a PLTR put expiring 15 months away, they often ask me, “🐶 Why not sell a weekly put and collect premium faster?” My answer is simple: I prefer getting paid today while giving my investment thesis more time to work. I am not trying to predict tomorrow’s price movement; I am trying to build income patiently, just like an Options Puppy waiting for treats to come over time. 🦴💰 🐶💡 My First Rule: I Must Be Willing to Own PLTR Before I sell any put, I ask myself one important question: Would I be happy to own 100 shares if assigned? 🤔📊 If my answer is “no,” I do not sell the put. Selling a put means I may have to buy the shares later, so I treat it as a real investment decision, not a lottery ticket. 🎯🐾 For PLTR, I believe the company has long-term growth potential in

When a great quarter becomes a bad result I have always thought Datadog was one of those software companies where the business can do almost everything right and still annoy investors. That peculiar talent was on full display after its August 6 results. Revenue jumped 36% year on year to $1.12 billion, beating expectations, while adjusted, non-GAAP EPS came in at $0.65 versus $0.58 expected. Management also raised full-year guidance for the third consecutive quarter. When your biggest customer can build the competition itself The reward? The shares fell 19% over the two sessions after earnings. That is not the market declaring $Datadog(DDOG)$ a busted business. It is the market discovering, rather painfully, that when you pay a premium price, even

Greg Abel (Buffett’s successor) just closed Berkshire Hathaway’s $6.8 billion cash buyout of $Taylor Morrison Home(TMHC)$   at $72.50 per share. $Berkshire Homes, Inc.(BKSH)$  $Berkshire Hathaway(BRK.A)$    Deal done. Company now a full Berkshire subsidiary. Integrating with Clayton Homes. Combined = 4th largest homebuilder in America. Here’s the real story 👇 Mortgage rates are still stuck in the mid-to-high 6%s.   Buyers are struggling.   Homebuilders are offering incentives.   Most people are scared of housing right now. Berkshire? They just wrote a $6.8B check. Why? Because

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. We have always known MCD as the dividend king, or a “blue chip” stock. With that mindset, investors often doubt it’s potential to grow in the future, compared to its counterparts. However, this author has an interesting perspective to share. We could see MCD as a REIT as well, with its extensive real estate holdings d/t its global influence. So perhaps it has potential to pivot and offer shareholders even more heading into the future. Are you loving it? I definitely am loving it. This is one of the stock which provides me consistent profit through selling put options over the past 6 months. As everyone is chasing that new darling stock, when AI i

Orchard Road isn’t just Singapore’s luxury shopping belt — it’s also a battleground for S-REIT investors. If I had to pick, CICT and OUE REIT stand out to me. 🏆 CICT is the quality play. Its Paragon acquisition further strengthens its luxury retail exposure, while its scale and diversified portfolio offer better stability. 💰 OUE REIT is the value play. At around 0.66× P/NAV, the discount looks attractive, especially with 1H 2026 DPU jumping 28.6% YoY. 📈 Lendlease REIT is my turnaround candidate, while Starhill offers the higher-yield angle. Suntec is interesting for MICE and office recovery, but its higher gearing deserves attention. My ranking: CICT for quality, OUE REIT for value, Lendlease for growth. @AI_FocusedTrader [胜利]

Over the National Day break, I was traveling in Singapore and couldn't help but notice that many S-REITs own some of the most iconic properties right along Orchard Road. From luxury malls to Grade A offices, this stretch is essentially a "REIT boulevard." Here's a deep dive into the five key S-REITs with assets on Orchard Road — their profiles, latest prices as of Aug 7, 2026, and what lies ahead. 📊 S-REITs on Orchard Road — Snapshot (as of Aug 7, 2026) REIT Ticker Last Close* Div Yield P/NAV Gearing Analyst TP Upside $CapLand IntCom T(C38U.SI)$ C38U S$2.46 ~5.1% 0.98× 38.6% S$2.798 (5 Buys) ~14% $StarhillGbl Reit(P40U.SI)$ P40U S$0.56 ~6.6% 0.75× 35.5% S$0.65 ~16%

$Applied Optoelectronics(AAOI)$  $SUPER MICRO COMPUTER INC(SMCI)$  $Circle Internet Corp.(CRCL)$ Paying close attention to these 3 this week. Potential for explosive growth this week.

10 August 2026 Weak US employment data lowered expectations for a rate hike, driving a rebound in US equities and Treasuries last Friday. Over the weekend, Berkshire Hathaway’s strong earnings and AAOI’s results boosted interest in optical networking stocks. However, renewed uncertainty surrounding the Strait of Hormuz negotiations and an attack on a Saudi Aramco refinery raised energy-supply risks. S&P 500 rose 0.62% Dow Jones rose 0.28% Nasdaq rose 1.30% US 2-year Treasury yield fell approximately 5 basis points to around 4.20% US 10-year Treasury yield fell approximately 2 basis points to around 4.64% All three major US indices advanced last Friday, mainly because US nonfarm payrolls unexpectedly fell by 23,000 in July, significantly weaker than expectations for an increase of 80,00

Wall Street has just given the bulls another reason to celebrate. J.P. Morgan raised its 2026 year-end target for the S&P 500 from 7,800 to 8,000. Based on Friday’s close of 7,757.64, however, that leaves only about 3.1% of upside. At least seven Wall Street brokerages now expect the index to reach the 8,000 level by year-end. Reuters The headline sounds extremely bullish. But the more important question is not whether the S&P 500 can gain another 3%. It is why J.P. Morgan became more confident after the index had already reached a record high. This Rally Is Finally Getting More Earnings Support Of the 436 S&P 500 companies that had reported second-quarter results through Friday morning, 85.1% beat analyst expectations. That is well above the long-term average of 68%. J.P. Morg

Why AI Hardware Fell While Software Rallied? The AI hardware trade suddenly hit the brakes Coming into Monday, AI hardware had momentum. The $PHLX Semiconductor Index (.SOX.US)$ had surged 9.3% the previous week, with optical networking among the hottest parts of the AI infrastructure trade. Then the tape flipped. By Monday's close, $iShares Semiconductor ETF (SOXX.US)$ was down 2.6%, $NVIDIA(NVDA)$   fell 2.8%, $Intel(INTC)$   lost about 4%, and the $Roundhill Photonics & Optics ETF (LYTE.US)$ dropped roughly 8.5%.  The underlying AI demand story did not suddenly disappear. What changed was how investors viewed the

Coherent Earnings Preview: Can AI Optics Keep the Momentum Going? $COHERENT(COHR)$   , a global photonics supplier serving AI datacenters, communications and industrial markets, will report fiscal Q4 2026 earnings after the U.S. market close on August 12. The key focus this quarter is whether strong AI optical demand can keep revenue accelerating while capacity expansion translates into higher margins.  Core Financial Indicators – Revenue: consensus is about $1.98 billion, up roughly 30% YoY and 10% QoQ; prior guidance was $1.91 billion to $2.05 billion.  – Non-GAAP gross margin: Street expectations center around 40%, up about 1.9 ppts YoY and 0.4 ppts QoQ; prior guidance was 39% to 41%.  – N

TSMC Hits Record Revenue: How Much Upside Is Left?  $Taiwan Semiconductor Manufacturing(TSM)$   saw two call trades worth more than $10 million each, with near-term positioning pointing to further upside while a longer-dated call sale puts a notable upside monetization level roughly 30% above the current share price. Record July revenue provides additional fundamental support. What Do the Two Million-Dollar Call Trades Signal? A large Sept. 4 $370 call sweep hit TSM, with 2,050 contracts traded for roughly $11.56 million in premium. The trade was executed near the ask with a delta of around 0.87, suggesting aggressive near-term bullish exposure through deep-ITM calls. Another large trade involved the op

Economic Preview: Key Data Releases (week of 10Aug2026) Singapore Market Holiday Singapore markets will be closed on 10 August as the country observes the National Day holiday. Key Inflation Indicators The key data releases to watch in the coming week are CPI and core CPI. These are widely used inflation indicators and among the data points the Federal Reserve considers when assessing its next interest rate decision. If inflation remains persistent or rises further, the Fed may need to consider raising rates rather than cutting them, which could introduce volatility into equity markets. The Producer Price Index (PPI) for July will also be released. As PPI captures inflationary pressure at the producer level, it can provide an early signal of costs that may later be passed on to consumers.

This is ​a completely new macro setup right now:  We are seeing QT happen while US Treasury yields drop, the Japanese Yen stabilizes, and bond yields/stock markets rally. But instead of a broad-based pump, this rally is rewarding actual cash-flowing giants printing record profits. Once the market starts aggressively pricing in a September pivot, rate-sensitive plays are gonna fly. Gotta get ahead of the crowd before the real move happens. 📈 This is exactly why I'm so bullish on rate-sensitive stocks right now. Loading up and buying aggressively and steadily. 📈 Of cos the risk is there....  $Upstart Holdings, Inc.(UPST)$   $Affirm Holdings, Inc.(AFRM)$  

When people see that I sold a PLTR put expiring 15 months away, they often ask me, “🐶 Why not sell a weekly put and collect premium faster?” My answer is simple: I prefer getting paid today while giving my investment thesis more time to work. I am not trying to predict tomorrow’s price movement; I am trying to build income patiently, just like an Options Puppy waiting for treats to come over time. 🦴💰 🐶💡 My First Rule: I Must Be Willing to Own PLTR Before I sell any put, I ask myself one important question: Would I be happy to own 100 shares if assigned? 🤔📊 If my answer is “no,” I do not sell the put. Selling a put means I may have to buy the shares later, so I treat it as a real investment decision, not a lottery ticket. 🎯🐾 For PLTR, I believe the company has long-term growth potential in

When a great quarter becomes a bad result I have always thought Datadog was one of those software companies where the business can do almost everything right and still annoy investors. That peculiar talent was on full display after its August 6 results. Revenue jumped 36% year on year to $1.12 billion, beating expectations, while adjusted, non-GAAP EPS came in at $0.65 versus $0.58 expected. Management also raised full-year guidance for the third consecutive quarter. When your biggest customer can build the competition itself The reward? The shares fell 19% over the two sessions after earnings. That is not the market declaring $Datadog(DDOG)$ a busted business. It is the market discovering, rather painfully, that when you pay a premium price, even

Over the National Day break, I was traveling in Singapore and couldn't help but notice that many S-REITs own some of the most iconic properties right along Orchard Road. From luxury malls to Grade A offices, this stretch is essentially a "REIT boulevard." Here's a deep dive into the five key S-REITs with assets on Orchard Road — their profiles, latest prices as of Aug 7, 2026, and what lies ahead. 📊 S-REITs on Orchard Road — Snapshot (as of Aug 7, 2026) REIT Ticker Last Close* Div Yield P/NAV Gearing Analyst TP Upside $CapLand IntCom T(C38U.SI)$ C38U S$2.46 ~5.1% 0.98× 38.6% S$2.798 (5 Buys) ~14% $StarhillGbl Reit(P40U.SI)$ P40U S$0.56 ~6.6% 0.75× 35.5% S$0.65 ~16%

$Rocket Lab USA, Inc.(RKLB)$ $SpaceX(SPCX)$  $AST SpaceMobile, Inc.(ASTS)$  🚀 $RKLB Q2 2026 earnings: 16.9% Move Priced In, Shorts Are Watching Rocket Lab $RKLB reports Q2 earnings after the close tonight, and this one has the ingredients for a serious volatility event. The stock has finished 5 of its last 8 post-earnings sessions higher, including a monster 34.5% surge following its May report. That reaction came after Rocket Lab delivered record $200.3M Q1 revenue, up 63.5% YoY, while backlog climbed to $2.2B. (Rocket Lab Corporation⁠) Now the market is demanding another step-up. 📊 Earnings setup: • Average post-earnings move: 12.1% • Optio

Adobe announced a $25 billion share buyback program, valid through April 2030, to address market concerns regarding AI disruption. Despite a significant stock decline over two years due to AI-native competitors, Adobe reported record Q1 fiscal 2026 revenue and operating cash flow Analysts maintain a 'Buy' consensus with a price target of $321.38, Beyond buybacks, Adobe is accelerating its AI strategy to prove its long-term value. On April 21, at the Adobe Summit in Las Vegas, the company launched 'CX Enterprise,' a next-generation AI platform that integrates AI agents and development tools. It has established partnerships with Amazon, Anthropic, Google, Microsoft, OpenAI, and NVIDIA, aimed at helping customers automate and personalize digital marketing functions.

10 August 2026 Weak US employment data lowered expectations for a rate hike, driving a rebound in US equities and Treasuries last Friday. Over the weekend, Berkshire Hathaway’s strong earnings and AAOI’s results boosted interest in optical networking stocks. However, renewed uncertainty surrounding the Strait of Hormuz negotiations and an attack on a Saudi Aramco refinery raised energy-supply risks. S&P 500 rose 0.62% Dow Jones rose 0.28% Nasdaq rose 1.30% US 2-year Treasury yield fell approximately 5 basis points to around 4.20% US 10-year Treasury yield fell approximately 2 basis points to around 4.64% All three major US indices advanced last Friday, mainly because US nonfarm payrolls unexpectedly fell by 23,000 in July, significantly weaker than expectations for an increase of 80,00

😀Hi Tigers, As the Q2 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between August 10 and August 14. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁Weekly Higher EPS Estimates: CSCO, AMAT, BN, SPG, COHR & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with

Wall Street has just given the bulls another reason to celebrate. J.P. Morgan raised its 2026 year-end target for the S&P 500 from 7,800 to 8,000. Based on Friday’s close of 7,757.64, however, that leaves only about 3.1% of upside. At least seven Wall Street brokerages now expect the index to reach the 8,000 level by year-end. Reuters The headline sounds extremely bullish. But the more important question is not whether the S&P 500 can gain another 3%. It is why J.P. Morgan became more confident after the index had already reached a record high. This Rally Is Finally Getting More Earnings Support Of the 436 S&P 500 companies that had reported second-quarter results through Friday morning, 85.1% beat analyst expectations. That is well above the long-term average of 68%. J.P. Morg

Wah bro, National Day just finish, everyone all go JB already. Shop so quiet, prata also almost no one order. Sit here bored, let me tell you one crazy story.Got one young guy name Leopold Aschenbrenner. Only 25 years old. His hedge fund first half 2026 report return 439%. From announce that number until whole portfolio package sell to other people, only 6 days. 6 days before he still write letter to investor say “tech stock drop is best time to buy”. 6 days later whole thing liquidated. Next day the stocks he hold average go up 20%. Peak time his fund manage 45 billion USD. He really see the correct AI direction for past 2 years. 2 years ago in podcast he say: “Not blowing up is task number one and two.” Don’t blow up is first and second priority. Then he use 4 times leverage and blow him

U.S. equity markets posted impressive weekly gains, propelling the S&P 500 and Dow Jones Industrial Average to fresh all-time records while the tech-heavy Nasdaq Composite recorded a strong multi-percentage point surge. This upward momentum was anchored by a trifecta of macroeconomic and microeconomic tailwinds: a surprisingly soft July jobs report that tempered fears of monetary tightening, a stellar Q2 earnings season that validated elevated valuations, and a retreat in crude oil prices that alleviated immediate inflationary pressures. $S&P 500(.SPX)$ : 7,757.64  (+0.6% Friday / Strong Weekly Gain) $Dow Jones(.DJI)$ : 54,036.93  (Near Record Highs)

Lumentum Earnings Preview: Can Lasers Outrun the CPO Scare? $Lumentum(LITE)$  , a leading supplier of optical components and systems for cloud and AI networks, will report fiscal Q4 earnings after the market close on August 11. The key focus this quarter is whether AI-driven optical demand can keep revenue and margins at elevated levels. Core Financial Indicators – Revenue consensus of $990 million, up 106% YoY and 22% QoQ, vs. prior guidance of $960 million–$1.01 billion. – Non-GAAP gross margin consensus of 48.8%, up 11pp YoY and 0.9pp QoQ; Non-GAAP operating margin consensus of 35.3%, up 20.3pp YoY and 3pp QoQ, vs. prior guidance of 35%–36%. – Non-GAAP net income consensus of $300 million, up 373% YoY and 33%

Is This the Memory Peak, or Just an Expectations Reset? Memory stocks have suddenly become much harder to own. $SanDisk Corp.(SNDK)$   just posted one of its strongest quarters ever, and the stock got hammered. $Western Digital(WDC)$   dropped hard on earnings too. $Micron Technology(MU)$   got dragged down with them. The market is asking one question across the board: has the memory supercycle already peaked? The Numbers Don't Match the Selloff $SanDisk (SNDK.US)$ pulled in $8.97B in revenue, up 51% sequentially, with non-GAAP gross margin at 84.6%. Datacenter revenue nearly

$CapLand IntCom T(C38U.SI)$ would be my first choice among the Orchard Road S-REITs. I like its scale, diversified portfolio and blue-chip quality, while exposure to ION Orchard, Plaza Singapura and Paragon gives it a strong position in Singapore’s prime retail market. At around book value, I also think the valuation is reasonable for a REIT of this quality. What attracts me most is the combination of income and potential DPU growth. The Paragon acquisition should provide additional contribution, while lower interest rates could gradually reduce financing costs.

I’m choosing A:Yes, earnings growth will keep driving the S&P 500 higher. What encourages me most about J.P. Morgan’s 8,000 target isn’t the number itself, but the stronger earnings behind it. With more than 85% of companies beating expectations and EPS forecasts rising, the rally is increasingly supported by fundamentals rather than valuation expansion. I also think the AI story is entering a more important phase. It’s no longer just about AI spending, but whether that spending translates into cloud growth, stronger backlogs & real revenue. I’ll continue watching GOOGL, AMZN and MSFT, alongside AI infrastructure names like AMAT and CRWV. That said, I won’t chase the index simply because Wall Street raised its target. CPI & Treasury yields remain key risks. I’ll stay invested,

Greg Abel (Buffett’s successor) just closed Berkshire Hathaway’s $6.8 billion cash buyout of $Taylor Morrison Home(TMHC)$   at $72.50 per share. $Berkshire Homes, Inc.(BKSH)$  $Berkshire Hathaway(BRK.A)$    Deal done. Company now a full Berkshire subsidiary. Integrating with Clayton Homes. Combined = 4th largest homebuilder in America. Here’s the real story 👇 Mortgage rates are still stuck in the mid-to-high 6%s.   Buyers are struggling.   Homebuilders are offering incentives.   Most people are scared of housing right now. Berkshire? They just wrote a $6.8B check. Why? Because