🐢 **Dataroma: Berkshire's Abel Reverses Course — $19.8B Buying Spree Bets on Alphabet and Housing**

Berkshire Hathaway's Q2 13F shows CEO Greg Abel net-deployed **$19.8B** into equities — the largest buying spree in 3.5 years, ending a 14-quarter selling streak.
• **Alphabet** jumped to a top-3 holding (+45%, $37.8B combined stake) alongside new bets on **D.R. Horton**, Lennar and Macy's, while Capital One was cut 58%.
• The AI-plus-housing barbell echoes Schroders' call to rotate beyond flat mega-cap tech into value/cyclicals, and the consumer-credit pullback tracks PIMCO's warning on a building credit-loss cycle.

**💡 Why it matters:** Berkshire's pivot from cash to a barbell of AI infrastructure and housing/value names, paired with reduced consumer-credit exposure, may point to institutional conviction in selective AI plays and a housing rebound even as credit-quality concerns build elsewhere; not investment advice.

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