Source Post

Tomorrow Will Be Crazy: Berkshire Deploys $397 Billion Cash Pile

Aug 9, 2026

Berkshire Hathaway has begun buying stocks again after a three-year hiatus, deploying $19.8 billion in net purchases in Q2, including significant investments in Alphabet and Taylor Morrison Homes. This shift in strategy, coupled with a decrease in their massive cash pile, signals a more bullish stance from the conglomerate. The market is also reacting to geopolitical tensions involving Iran and Israel, and shifting expectations around Federal Reserve interest rate hikes.

Linked Mentions

Tickers discussed in this post

VBearishMedium ConvictionSignal-backedSecondary

Visa (V) is a downside watch, with further downtrend expected if it falls under $361.50.

DKNGBullishMedium ConvictionSignal-backedSecondary

DraftKings (DKNG) is a momentum play to the upside, showing a bounce back after initial weakness on earnings, and should be watched if it breaks out above $24.15.

OKLOBullishMedium ConvictionSignal-backedSecondary

Oaklo (OKL) is a momentum play to the upside, with a bounce back on Friday, and should be watched if it breaks out above $49.50.

ICLRBullishHigh ConvictionSignal-backedPrimary

Nvidita Semiconductor (NVDA) is in a consistent uptrend and presents a good buy-the-dip opportunity with potential for swing trades and short-term scalps.

PLTRBullishMedium ConvictionSignal-backedPrimary

Palantir is on the radar with a buy sentiment due to blowout earnings and guidance, but caution is advised due to its volatility and recent price surge.

AMATNeutralLow ConvictionResearch Only

Applied Materials is mentioned as an AI-related company with upcoming earnings.

CSCONeutralLow ConvictionResearch Only

Cisco is mentioned as an AI-related company with upcoming earnings.

CRWVNeutralLow ConvictionResearch Only

Cororeweave is mentioned as an AI-related company with upcoming earnings.

ASTSNeutralLow ConvictionResearch Only

Astro Space Mobile is one of the important companies reporting earnings this week.

GOOGLBullishHigh ConvictionSignal-backedPrimary

Berkshire Hathaway invested $10 billion in Alphabet as part of their recent stock buying spree.

Linked Signals

Tracked calls opened from this post

ICLR
buy opened Aug 9, 2026
+0.29%
GOOGL
buy opened Aug 9, 2026
-4.22%