📊 $BTC News: Berkshire Shifts Tech Bets: Apple Down, Alphabet Up


Warren Buffett’s Berkshire Hathaway is reshaping its tech exposure, cutting Apple and building a new stake in Alphabet:


• Apple: Sold 41.7M shares, reducing weighting to 21% (74% drop over 2 years) 🍏

• Alphabet: Bought 17.8M shares (~2% of portfolio), adding exposure to AI, cloud & search ads 🤖☁


📈 Apple Insights

• $102B revenue Q3 (+8% YoY) and non-GAAP EPS $1.85 (+13%)

• Installed base: 2.35B devices

• Apple Intelligence AI suite live, with paid tiers expected soon


🚀 Alphabet Highlights

• Market cap: $3.7T, 3rd largest globally

• Focus: Digital ads, cloud, autonomous tech

• Buffett embracing AI-enabled companies for the first time


So, $BTC fam, Buffett is pivoting from mature tech revenue (Apple) toward AI & cloud growth (Alphabet), signaling confidence in long-term tech innovation.