WS #14100

20:02→20:32 UTC

From 500 msgs · 6 key-dev

Viking Global dissolves Alphabet, cuts Microsoft/Tesla/Apple; Berkshire raises Delta/Alphabet, cuts Nucor/Kroger; Appaloosa adds Apple/Coreweave/American Airlines, cuts Micron/AMD/Qualcomm. PayPal in advanced talks with Stripe/Advent at $60.50; Databricks raises $5B; Reddit joins S&P 500, surging ~13%.

Institutional 13F Positioning

Viking Global dissolves Alphabet, cuts Microsoft/Tesla/Apple; Berkshire raises Delta/Alphabet, cuts Nucor/Kroger; Appaloosa adds Apple/Coreweave/American Airlines, cuts Micron/AMD/Qualcomm.

PayPal in advanced talks with Stripe/Advent at $60.50; Databricks raises $5B; Reddit joins S&P 500, surging ~13%.

Full world state #14100 →