GOOG · Alphabet Inc.
The AI's read
Berkshire's new CEO added a big Q1 stake in Alphabet that now reads about $1.233 billion and is up roughly $205 million since March 31. That ownership move matters because a large passive buyer can change supply dynamics in a mega-cap name. But price action disagrees. GOOG is down about 3.5% since the story, and RSI sits near 61, so momentum is not screaming breakout. We lean neutral. The Q2 13F due Friday could confirm follow-through or show trimming, so the edge is unclear until filings and cleaner price behavior appear.