WS #7434

The dominant signal in this window is the release of Berkshire Hathaway's Q1 13F filing, now under CEO Greg Abel. The filing reveals a significant portfolio shift: new stakes in Delta Air Lines (DAL), Macy's (M), and Alphabet (GOOGL), while exiting Visa (V), Mastercard (MA), UnitedHealth (UNH), Amazon (AMZN), and Chevron (CVX). This is corroborated by multiple sources (Alpaca, Seeking Alpha, SEC filing). The move is highly actionable for DAL, M, GOOGL, V, MA, and UNH. Separately, SpaceX is reported to be accelerating its IPO timeline, targeting a June 12 listing on Nasdaq, per Bloomberg and Reddit WSB. This could impact space/tech sentiment and SPACs. UK PM Starmer is expected to approve an £18B increase in defence spending, per Times, which could boost UK defence stocks. The global bond rout is catching up with Wall Street's risk rally (Bloomberg), and the Dow is reported plunging over 500 points on inflation worries. Israel and Lebanon have extended their ceasefire by 45 days, a de-escalation signal. A dark pool alert shows a large $250M order in TLT (long-duration Treasuries), suggesting institutional positioning for lower rates. Bridgewater's 13F shows new large buys in TSM and doubled position in MRVL, signaling semiconductor conviction. Tiger Global's 13F shows new large buys in MELI and doubled AMAT. Stanley Druckenmiller initiated a stake in AVGO and dumped GOOGL. The previous situational awareness noted no material developments; this window is rich with new signals.