Berkshire Hathaway released its holdings for Q1 of 2023.The data shows that the total market value of $Berkshire Hathaway(BRK.B)$ 's holdings increased from $299.08 bln to $325.09 bln in Q1. At the shareholders' meeting, Warren Buffett stated that he was a net seller of stocks in the first quarter.According to the 13F, Berkshire Hathaway sold stocks worth $13.2 billion and made purchases worth $2.8 billion in the first quarter.The top five holdings were $Apple(AAPL)$, $Bank of America(BAC)$ , $American Express(AXP)$ , $Coca-Cola(KO)$ , and $Che
Under normal circumstances, the trend of stock market determines the direction of the individual stock. To be more specific, 3 of the 4 stocks follow the direction of the market. In addition, the trend of the broad index is also consistent. For example, if small-cap stocks rise, the Nasdaq and larger-cap stocks also rise.With this in mind, the U.S. stock market in 2023 is very special, with serious differentiation. Most major stock indexes are still up year-to-date, but 60% of stocks are trading below their 200-day moving average. $iShares Russell 2000 ETF(IWM)$ fell 0.5%, while the $SPDR S&P 500 ETF Trust(SPY)$ rose 8% over the same period, while the tech-heavy $In
$NVIDIA Corp(NVDA)$ will release earnings soon. Nvidia's share price is currently trading at $289.53, rebounding from $108 in last October. However, it's still lower than the high point of $346 in 2021.From 300 to 100: Cyclical Stocks Suffer Consecutive Hits1) Revenue growth rate turned to negative in 2022In August 2022, NVIDIA's second-quarter revenue fell significantly below expectations, causing a sharp drop in its stock price.NVIDIA's total revenue was $6.7 billion, below the company's guidance of $8.1 billion, with a year-on-year growth rate of only 3%. Subsequently, NVIDIA's revenue growth turned negative. In the third quarter, NVIDIA's overall revenue was $5.93 billion, a 16.5% decline compared to the same period last year, marking the