Stock Movers Alphabet Lifts, Nvidia Drops, Sinclair Potential Merger
Nov 17, 2025
The episode dives into Alphabet's impressive gains after Berkshire Hathaway's substantial purchase of shares. It also reveals Peter Thiel's hedge fund completely exiting its Nvidia stake, joining SoftBank's recent sell-off. Additionally, Sinclair's strategic acquisition of an 8.2% stake in EW Scripps hints at potential merger moves, adding intrigue to local TV dynamics. Lastly, the hosts discuss Morgan Stanley's downgrades on major hardware vendors, reflecting lingering concerns about the tech market's health.
AI Snips
Chapters
Transcript
Episode notes
Buffett's Big Bet On Alphabet
- Berkshire Hathaway built a near $5 billion stake in Alphabet, surprising many given Warren Buffett's past comments about missing tech names.
- The 13F filing jump sent Google shares up roughly 5% in premarket trading as markets digested the move.
Nvidia Holdings Show Mixed Signals
- Hedge funds trimmed major tech positions in mixed fashion, with Buffett trimming Apple while others exited Nvidia.
- Big-name exits like Peter Thiel and SoftBank grabbed headlines but overall 13F analysis showed balanced increases and decreases in Nvidia stakes.
Use Earnings To Gauge AI Momentum
- Watch Nvidia's earnings this week; the report will likely set the tone for the broader AI trade.
- Treat high-profile 13F moves as backward-looking signals, not immediate endorsements of future performance.