📈 Movements that lit up the market radar today

🟣 Alphabet (GOOGL)

Berkshire bought nearly 18 million shares last quarter — and this is practically a stamp of "I believe in your cash flow."

When the "Oracle of Omaha" goes heavy into a company full of CAPEX, the entire market pays attention.

Result? Alphabet has already accumulated +50% this year.

🟣 Dell & Hardware Sector

Morgan Stanley downgraded Dell straight to underweight, citing the risk of the "memory supercycle."

Translation: pressure for those who manufacture hardware, including HP and Pegatron.

While AI-optimized software grows, the "iron" falls behind — and the market feels it.

🟣StubHub

—15% after the first report as a public company.

The investors? Irritated.

The reason? The management didn't even provide guidance for the next quarter.

And in the market, silence is worth less than loss.

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