🧠 Sunday Switch-Up: The Oracle Special

😎 Market Vibes

🧠 Sunday Switch-Up: The Oracle Special
It's Sunday, and we're switching things up. No CPI dread, no rate hike tea leaves - just vibes, stocks, and a look inside the brain of the GOAT himself: Warren Buffett.

Because while everyone else is chasing meme squeezes or playing Fed whisperer, Buffett just dropped $1.8 billion like it's pocket change - and the man still outperforms.

So today, we're breaking down what the Oracle of Omaha bought this week and what it says about the market. (Spoiler: He's quietly betting big on real stuff. Like health. Homes. And hot steel.)

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💼 What Buffett Bought

📊 UnitedHealth Group (UNH)
Buffett opened a massive new position - about 5.04 million shares, worth ~$1.5 billion. That's not a nibble - that's a statement. While everyone's chasing AI, he's going deep on boring, cash-printing healthcare. Think insurance premiums and steady margins while the rest of the market plays earnings roulette.

🏘️ D.R. Horton (DHI)
Berkshire bought ~1.49 million shares (~$191M), signaling Buffett's continued bullishness on homebuilders. DHI's got scale, margin power, and a pipeline of suburban sprawl. Even with high mortgage rates, demand isn't dying - it's shifting. And Warren's buying the shovel, not the gold.

🏗️ Nucor (NUE)
About 6.6 million shares of this steelmaker (~$857M). Buffett's clearly in a "real assets" mood - betting on infrastructure, domestic manufacturing, and, yes, literal steel. Nucor is cash-rich, U.S.-focused, and quietly dominates a very unsexy but essential industry.

🏠 Lennar (LEN)
He upped Berkshire's stake to ~7.1 million shares (~$799M). Along with DHI, it's part of a broader housing thesis: there's still a supply shortage, and builders are printing. This is Buffett doubling down on the American Dream - and maybe inflation-proofing at the same time.

🍷 Constellation Brands (STZ)
Berkshire boosted its stake by ~12%. Beer, wine, tequila... because no matter what the Fed does, people still drink. A classic Buffett staple: brand power + recession resilience + cash flow.

🛠️ Allegion (ALLE) & 🧃 Lamar Advertising (LAMR)
Two new names in the 13F. Allegion makes commercial door hardware (literal "moats," folks), and Lamar owns billboards across the country. Both are small bets - but very Buffett-core: steady cash, real-world assets, no hype.

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🔻 What Buffett Sold (or Trimmed)

📱 T-Mobile US (TMUS)
Fully exited. No more wireless vibes for Warren. He pulled the plug on this one after holding for just a couple years. Maybe telecom isn't as defensible as it once looked - or maybe he just needed room for Nucor and housing plays.

🍎 Apple (AAPL)
Trimmed again, but don't panic. Apple is still his biggest holding by a mile. This is likely just a tax or portfolio balance move - he's not rage-quitting iPhones. Still, it's worth noting: he's lightening up on Big Tech while rotating into real-world plays.

🏦 Bank of America (BAC)
Another quiet trim, and this one feels thematic. Buffett's been reducing bank exposure across the board. Rising default risks, consumer credit pressures, and thinning margins in a higher-for-longer world? Makes sense.

✌️ Thanks for vibing with us.

⚠️ WARNING: Market data is subject to rapid change. Verify current information before making trading decisions.

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