Big money just made some spicy-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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 ✂️

13F Insights: Funds Dump Tech - Would You Follow the Trend?

Recently, several major institutions released their 13F filings. Berkshire Hathaway and Renaissance Technologies significantly increased their positions in Google, while Bridgewater and Citi sharply cut their holdings in Nvidia. Billionaire Peter Thiel has also sold all of his Nvidia shares. How should we interpret institutions pulling back from tech stocks? With two major players adding to Google, is there still an opportunity to get in now?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Berkshire Hathaway and Renaissance Technologies significantly increased their positions in Google, while Bridgewater and Citi sharply cut their holdings in Nvidia. Billionaire Peter Thiel has also sold all of his Nvidia shares.\nHow should we interpret institutions pulling back from tech stocks?\nWith two major players adding to Google, is there still an opportunity to get in now?","image":"https://community-static.tradeup.com/news/7be92cfe92d7769a09174538dd0080cd"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Big money just made some spicy moves:</p>\n<p>• Berkshire &amp; Renaissance went all-in on Google 🟦🤖</p>\n<p>• Bridgewater &amp; Citi trimmed Nvidia 🔪💻</p>\n<p>• Peter Thiel? He said “Bye-bye NVDA” and sold everything 😮‍💨</p>\n<p>So… what’s the tea? ☕️</p>\n<p>1️⃣ Institutions taking profits ≠ Tech is dead</p>\n<p>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 🐔💰.</p>\n<p>2️⃣ Google love is telling 🩵</p>\n<p>Two heavy hitters adding to Google signals they see:</p>\n<p>• Steady AI growth 📊</p>\n<p>• Reasonable valuation vs peers 🧮</p>\n<p>• Lower hype, higher durability 👌</p>\n<p>Translation: Google is the “quiet kid who always tops the class.” 🤓</p>\n<p>3️⃣ Is there still opportunity?</p>\n<p>If you believe:</p>\n<p>• AI spending will keep surging 🚀</p>\n<p>• Alphabet will monetize Gemini &amp; cloud better 💡</p>\n<p>• And you like stocks that don’t give you heart attacks daily 😅</p>\n<p>…then yes, Google still looks like a solid long-term buy. Not dirt cheap, but not nosebleed either.</p>\n<p>4️⃣ Should you follow the sell-off in Nvidia?</p>\n<p>Only if you think:</p>\n<p>• AI hardware demand is peaking (not yet 🤖🔥)</p>\n<p>• Competition will eat into margins</p>\n<p>• Or you’re just tired of the price making your emotions swing like a rollercoaster 🎢</p>\n<p>Most institutions are just trimming ✂️</p></body></html>","htmlText":"<html><head></head><body><p>Big money just made some spicy moves:</p>\n<p>• Berkshire &amp; Renaissance went all-in on Google 🟦🤖</p>\n<p>• Bridgewater &amp; Citi trimmed Nvidia 🔪💻</p>\n<p>• Peter Thiel? He said “Bye-bye NVDA” and sold everything 😮‍💨</p>\n<p>So… what’s the tea? ☕️</p>\n<p>1️⃣ Institutions taking profits ≠ Tech is dead</p>\n<p>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 🐔💰.</p>\n<p>2️⃣ Google love is telling 🩵</p>\n<p>Two heavy hitters adding to Google signals they see:</p>\n<p>• Steady AI growth 📊</p>\n<p>• Reasonable valuation vs peers 🧮</p>\n<p>• Lower hype, higher durability 👌</p>\n<p>Translation: Google is the “quiet kid who always tops the class.” 🤓</p>\n<p>3️⃣ Is there still opportunity?</p>\n<p>If you believe:</p>\n<p>• AI spending will keep surging 🚀</p>\n<p>• Alphabet will monetize Gemini &amp; cloud better 💡</p>\n<p>• And you like stocks that don’t give you heart attacks daily 😅</p>\n<p>…then yes, Google still looks like a solid long-term buy. Not dirt cheap, but not nosebleed either.</p>\n<p>4️⃣ Should you follow the sell-off in Nvidia?</p>\n<p>Only if you think:</p>\n<p>• AI hardware demand is peaking (not yet 🤖🔥)</p>\n<p>• Competition will eat into margins</p>\n<p>• Or you’re just tired of the price making your emotions swing like a rollercoaster 🎢</p>\n<p>Most institutions are just trimming ✂️</p></body></html>","text":"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 ✂️","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/502916188315840","repostId":0,"isVote":1,"tweetType":1,"viewCount":425,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","GOOGL","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1030,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/502916188315840"}