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Deep Dive

Berkshire Quietly Built a $16.6B Alphabet Stake — Then Added $10B the Same Night Google Raised $80B

Berkshire has been stealthily accumulating Alphabet since Q3 2025, making it the firm's 5th-largest holding. On June 1, it added another $10B in a private placement — the same night Alphabet launched an $80B equity offering and raised its 2026 capex guidance to $180–190B.

Deep Dive

SpaceX IPO Next Month: Which "Proxy" Stocks Are Actually Worth Buying?

SpaceX filed its S-1 targeting a $1.75–2T valuation, igniting a frenzy in related stocks. But most plays buy hype, not equity — here's how to cut through the noise.

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Decoding Google: AI Overviews Is Saving Search, $462B Cloud Backlog, and the $40B Anthropic Bet

The bear case on Google is breaking down. Search accelerated +19%, Cloud exploded +63% to $20B, and a $460B+ backlog signals escape velocity — but $180B+ in capex and undisclosed AI Search unit economics keep the story unresolved.