Deliberation. I have deliberated on whether to put out a post on Warren Buffett’s $Berkshire Hathaway(BRK.B)$ 13F filings for Q2 2025. This is because I am getting a rather ‘poor’ readership on posts about investment gurus 13F holdings eg. Michael Burry(90 Reposts only) and Bill Ackman (966 Reposts); not to mention ‘mixed’ grading by Tiger. Hence my hesitation. After weighing the benefits to readers and also that I like to know what Buffett is buying before he hands over the rein to Greg Abel in December 2025, here I am - sharing what I have learnt. 13F Filing - latest. Mr Buffett has been a net seller
$Alibaba(BABA)$ Following the institutional flow—investing in BABA is a smart move. Its international digital commerce segment is growing fast with better-than-expected GMV, backed by Cainiao's global logistics network. Solid fundamentals make it a reliable long-term hold.
$Tesla Motors(TSLA)$ 's FSD is driving autonomous vehicles into a new era of mass adoption, much like the $Ford(F)$ Model T revolutionized car accessibility with low cost. Its industry lead continues to expand.
Alibaba Earnings Face-Off: Food Delivery War or AI Capex to Drive the Surge?
$Alibaba(BABA)$ Alibaba Group is on the brink of its Q2 2025 earnings release on August 29, 2025, with market eyes locked on whether its food delivery battles or AI infrastructure investments will steer the stock higher. Analysts forecast revenue of RMB 266 billion (+9.4% YoY), driven by e-commerce and cloud growth, but adjusted EBITA of RMB 35.3 billion (-21.7% YoY) reflects heavy capex in AI amid competition from Pinduoduo and ByteDance's Ele.me. With the S&P 500 at 6,466.58, Bitcoin at $115,000, and oil at $75/barrel under 30-35% tariffs, the VIX at 14.49 signals calm, but Alibaba's RSI at 55 suggests room for movement. Is Alibaba a superior long-term hold? Will the food delivery war erode profits? Has PDD's risk evaporated post-management'
$PDD Holdings Inc(PDD)$ ’s Q2 2025 results stand out among China concepts. The report signals a strategic shift: from aggressive expansion to sustainable, quality-driven growth, highlighting its focus on long-term value.
$XPENG-W(09868)$ ’s strategy refresh and design upgrades are paying off. Despite the fierce EV competition, profitability in H2 is highly likely. The new P7 is expected to be a hit, boosting growth. Overseas expansion looks promising—XPeng shouldn’t miss this bull market. Steady moves ahead.
$Circle Internet Corp.(CRCL)$ Profit matters less now—grabbing market share is key. Stablecoin winners take all, concentrating resources in top players. Building ecosystems will open up future use cases and growth opportunities.
$Advanced Micro Devices(AMD)$ remains undervalued, up over 100% from lows. It's consolidating around $165-170, with a new rally likely starting in September. Accumulate on dips and watch for Nasdaq synergy.
$NVIDIA(NVDA)$ 's pre-earnings play paying off! AI demand still hot + Blackwell chips ramping. King stays king - taking some profits before earnings, waiting for next signal!
$Tesla Motors(TSLA)$ Without self-driving & robots, can we really call it the AI era? The wave of AI applications hasn’t fully arrived, but it’s coming. Giants like Tesla have more influence and certainty than supply chain players—way more reassuring to hold long-term.
$Palantir Technologies Inc.(PLTR)$ 's chart looks stronger after the pullback! Govt revenue surged 53% in Q2, commercial up 47%. AIP driving growth with $1B Army deal. Trillion-dollar cap inevitable, added a bit.
$NIO Inc.(NIO)$ Long-term bullish on NIO! I’m holding shares because of its tech + user experience edge. The vision of a user-enterprise is becoming reality—not just talk.
$Oklo Inc.(OKLO)$ is on fire! BofA starts with "Buy", $92 target. Nuclear sector rides AI data center demand. Surged 6% yesterday, volume spiked 200%. Holding strong for new highs!
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