đ $BTC News: Berkshire Shifts Tech Bets: Apple Down, Alphabet Up
Warren Buffettâs 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) đ
⢠Alphabet: Bought 17.8M shares (~2% of portfolio), adding exposure to AI, cloud & search ads đ¤â
đ Apple Insights
â˘Â $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
đ 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.
