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@amitisinvesting

BERKSHIRE IS BUYING STOCKS AGAIN FOR THE FIRST TIME SINCE 2022: - Bought $25B of stock, sold $3.7B - Bought Taylor Morrison Home for $6.8B - Invested $10B in Alphabet $GOOGL during Q2, now a top 5 holding - Even bought $4.5B of their own stock back berkshire’s back

4:25 PM · Aug 8, 2026 · 557K Views

238 Reposts 42 Quotes 4.4K Likes 440 Bookmarks

163 replies collected of 213 X reports

TomLeeNeverBlinks(Still Early™️) @fundstratnchill · Aug 8

@amitisinvesting $VOO and chill ?

2 6

Cryptic Trades @CrypticTrades_ · Aug 8 44K

@amitisinvesting Yep, even Berkshire is FOMO'ing in 👀 x.com/CrypticTrades_/status/20…

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Ray ‘Trey’ Currid @cre8ive_cycle · Aug 8

@amitisinvesting x.com/cre8ive_cycle/status/208…

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Dolla Bill @hodl_life · Aug 8

@amitisinvesting Bottom-ish sign

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The Margin of Upside @CrescensFuturum · Aug 8

@amitisinvesting That's wild, this can definitely help for another bull run from here

2 3

Zach Melloh, CFP® @zachmelloh26 · Aug 8 29K

@amitisinvesting How many people sat on the sideline and missed 4 years of gains because “Warren is holding X billions in cash” ? Too many.

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Louisteur @Louisteur · Aug 8

@amitisinvesting My market view ⬇️⬇️ The bull case for value investing just got a shot in the arm—when Buffett moves, the smart money listens. premarketdesks.com/t/tier1-v1-…

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amit• Precise Market Analysis @5minutestheatre · Aug 8

@amitisinvesting The real signal isn’t the size—it’s that Buffett finally found enough bargains to break his drought. x.com/i/grok/share/149a77f42be…

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Mulight 沐光🌟 | Gate美股0费率 @Mulight · Aug 8 15K

@amitisinvesting If a bull market kicks off, this would be unimaginable

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samurai @Samurai__Stock · Aug 8

@amitisinvesting Buy my stocks Berkshire!! x.com/samurai__stock/status/20…

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Ram Ahluwalia CFA, Lumida @ramahluwalia · Aug 8 50K

@amitisinvesting exactly and they’re not alone

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spacetimeshare @spacetimeshare · Aug 8

@amitisinvesting Waited for the dip

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Hoodantir @hoodantir · Aug 8

@amitisinvesting Absolute Monster $PLTR

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Tito Tran @TitoNTran · Aug 8

@amitisinvesting They’re Selective but decisive. The cash hoard was never a permanent bear case. There is a lesson here.

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The Stock Up @TheStockUp_ · Aug 8

@amitisinvesting They sat in cash for too long. Now they are buying? At all time highs 🤣 x.com/TheStockUp_/status/20861…

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Kaizen Labs @KaizenLabsabc · Aug 8

@amitisinvesting Great move, Google to the moon please x.com/KaizenLabsabc/status/208…

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J690🦉 @sixneinzero · Aug 8

@amitisinvesting This was in April, right?

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Patel @vgpatel28 · Aug 8

@amitisinvesting $GOOGL buy was in Q1, the new buy is not disclosed yet.

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Hassan @HassanAesthetic · Aug 8

@amitisinvesting Why no Tesla yet?

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CryptoBull🥇 @Cryptomaniza · Aug 8

@amitisinvesting @grok is this true?

2 2

Tommyboi @Tommyboi43 · Aug 8

@amitisinvesting They bought the top?

2 2

Sakib @sakibk13 · Aug 8

@amitisinvesting Buying back their own stock is like them indirectly building their cash position

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Kaushik @WisemanCap · Aug 8 114K

@amitisinvesting I still think $GOOGL can double from here over time. People are so obsessed with who has the leading model rn. Google will find a way to make it so cheap!

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DocIRA51k @DocPod4 · Aug 8

@amitisinvesting Yes starting to invest right as we get SPY 800. I hope it doesn’t turn into ARK

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FrenchBrownie @FrenchieBr77 · Aug 8

@amitisinvesting Berk never went anywhere lol. Everyone just wants high beta.

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Ram Mohammed Singh Azad Anthony @CHAITANYA5 · Aug 8

@amitisinvesting Did they buy space x yet ?

1 1

The Vegas Brad @thevegasbrad · Aug 8

@amitisinvesting But every other post is about the Buffett ratio flashing red lol 😝

2 3

Lukas @Lukasalwayswork · Aug 8

@amitisinvesting Berkshire only repurchases when the board believes the price is below intrinsic value. Roughly two years of nothing, then $235m in Q1, then $4.5B in Q2. Management clearly believes the stock to be very cheap.

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Pierre Beaumont @f20936 · Aug 8

@amitisinvesting Mr. Greg is gettin active 😆

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Vincent Vega @UnclePennyBagz3 · Aug 8

@amitisinvesting The saying is, "when then market sucks in the last remaining bear, THAT marks the top" It's sucked in the biggest bear now .. we are cooked.

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Enrique @mindthelongterm · Aug 8

@amitisinvesting Higher

Tyler Brantley @TBrantley40253 · Aug 8

@amitisinvesting They are buying MU

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Celso Monteiro @Celsodmt12 · Aug 8

@amitisinvesting Fim do mundo cancelado 😂😂😂

Jesper Holst @TraderDane_ · Aug 8

@amitisinvesting Abel going crazy with the cash pile! x.com/TraderDane_/status/20861…

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Alice Jones @Lucielibio · Aug 8

@amitisinvesting When a guy sitting on a $300B+ cash fortress stops hoarding and starts dropping $25B into equities, that’s the biggest market signal you can get

Couch Investor🛋️ @Couch_Investor · Aug 8 28K

@amitisinvesting Did they just buy the top?

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Dimava @DmitrijVin70043 · Aug 8

@amitisinvesting Why didn't they return a week ago, they could have bought out Leopold 😭 (and everyone would be happy that it's good people profited rather then Citadel)

jackm🐉 @ares_vale_mars · Aug 8

@amitisinvesting x.com/dropsitenews/status/2086… Trump going to agree to this. ?

Dr. Arunachapally Vijayasukharamani, AI @RealSalluKhan · Aug 8

@amitisinvesting Trading at nearly 1.5x book value. Very high level compared to historical levels at which they repurchased.

Trade Gemini @tradeGeminiAI · Aug 8

@amitisinvesting $25b bought, first time a net buyer since 2022 — but the $10b into $GOOGL is the real tell. berkshire quietly loading google right as everyone else is fighting over its ai future

StarBuccaneers @Starbuccaneers · Aug 8

@amitisinvesting This tells you Buffett's era has come to an end. What a run.

joseph Deka @JosephDeka · Aug 8

@amitisinvesting Incorrect, Abel/Buffet bought back 24 Billion of their own stock. Buffet only buys when BRK is at a discount. I am not a 'smart man' (Forest G), so I just follow the leader. Stupid, isn't it?😁 (I predict at least +20% in the short term)

Mert Ocal @MertOnMarkets · Aug 8

@amitisinvesting I don't know anyone get rich by following rich people. You should be the hunter, if you want to suceed.

Manuel Molina @MolinaGrows · Aug 8

@amitisinvesting I think they understood how AI will change the entire world.

Stock Investments @Stocklnvestment · Aug 8

@amitisinvesting As they say, all bubbles pop when the bears turn bullish. Sign of a top

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Glenn van Brakel @Glennvbr · Aug 8

@amitisinvesting BULLISH. S&P 8500 eoy

okarunzo @OKARUNZO · Aug 8

@amitisinvesting What does that translate to semis if they are not buying semis?

Orange County Agent Joe @realjosephdu · Aug 8

@amitisinvesting Buffet retired

Jamie @james_tackett1 · Aug 8

@amitisinvesting As FYI, BRK agreed to buy TMHC last May

Vince Hansung @Vince_imnida · Aug 8

@amitisinvesting This is bullish.

22 replies whose parent comment X withheld

Viktoria @Viktoria5z · Aug 8

@amitisinvesting @WisemanCap Cloud providers don't need to pick one winner when they can bill whichever winner their customers choose.

Say No To Trading @SayNoToTrading · Aug 8 22K

@kesse40086 @amitisinvesting No, they bought over 2x the amount at the high price than at the other entry.

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SaltyDawg365 @SaltyDawg365 · Aug 8

@amitisinvesting @WisemanCap Chart is missing SpaceXAI

AustinFindsAlpha @AustinsStocks · Aug 8

@SaltyDawg365 It would just add noise since their numbers aren’t going to be clearly tracked going back years

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AustinFindsAlpha @AustinsStocks · Aug 8

GCP is so very quickly becoming Google’s second profit center. As of June 30, 2025, Cloud represented 7.8% of Alphabet’s Operating income, and now is 18.2%. Its worth noting that Google Services OpIncm increased from $33B➡️$39.5B/19% YoY, so the core business isn’t anywhere near stagnant either. $GOOG

Micro2Macr0 @Micro2Macr0 · Aug 8 114K

@curt_24_24 @amitisinvesting @michaeljburry 😆

Will Wenke @willwenke · Aug 8

@grok @amitisinvesting What’s their current price?

Say No To Trading @SayNoToTrading · Aug 8 22K

@Kolby_Smith @amitisinvesting The opposite - if you're holding forever, you want to get as much ownership as possible for the least amount of money. Because the compounding will be that much greater in the out years. This is why I cost basis optimize.

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Adjan Kes @kesse40086 · Aug 8

@SayNoToTrading @amitisinvesting Yes it is true that it was not a great deal

M.Ible Enterprises (Mik †) @mikhaele_ible · Aug 8

@amitisinvesting @HassanAesthetic $TSLA and/or $SPCX is sooner than later, it’s time.

SaltyDawg365 @SaltyDawg365 · Aug 9

@AustinsStocks Yeah you’re right

Calculated Flow | Options & Positioning @CalculatedFlow · Aug 9

@amitisinvesting @SayNoToTrading Where do you find this information? I still see the July 15 as the most recent filing

May Kohnouri @VisionaryGem · Aug 9

@P_Jain0 @SayNoToTrading @amitisinvesting Don’t overthink every buy or sell. Berkshire looks at value, future returns, taxes, and risk not just whether a stock is a good company

Church's Biscuits @sdogg011235 · Aug 9

@AustinsStocks @amitisinvesting @WisemanCap People simply don't appreciate the amount of infrastructure it takes to be the front page of the internet. Sure, OAI and Ant can make browsers. They won't be as fast & or be connected to Gsuite/ YouTube, i.e. they won't be as profitable meaning they won't last (see openai Atlas)

Boris Gligorijevic @BorisZR · Aug 9

@amitisinvesting @SayNoToTrading They have never been good at timing. But where they have been amazing is the longer-term. Sounds like a hack, buy what Berkshire is buying, but at slightly cheaper prices (since their timing sucks)?

Peace @PeaceTee2021 · Aug 9

@amitisinvesting @SayNoToTrading The can’t move as fast as you can. But when they do their conviction is much better than yours. Also they are looking for 10-16% yearly return long term, you are looking for 50% overnight only to lose 50% overnight or selling low and buying high. Games are different

DJ @Sunrise202086 · Aug 9

@toyotafanboi @WisemanCap @amitisinvesting What? FPE is about equal to growth rate. It's literally the opposite of TSLA.

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SZ @toyotafanboi · Aug 9

@Sunrise202086 @WisemanCap @amitisinvesting If Google doesn't "find a way" to make it "so cheap", when the music stops and the unprofitable Anthropic and OAI can't raise investor money anymore, guess what happens to fwd PE. Saying "Google will find a way!" is beyond speculative.

bluebacker @PeterDennis7 · Aug 9

@amitisinvesting @HassanAesthetic TSLA has 300+ pe with declining margins - no one should buy it

R O N I N @TNTomodaichi · Aug 10

@amitisinvesting @WisemanCap Chart says buy $AMZN & $META

Kolby Smith @Kolby_Smith · Aug 10

@O_Forreta @SayNoToTrading @amitisinvesting Good point, I never thought about that. Capital allocation and Opportunity cost, are these new concepts or why do you think Warren hasn’t learned about them?

Kolby Smith @Kolby_Smith · Aug 11

Compounding has nothing to do with what you paid. It's the ROIC times the reinvestment rate. Entry price is a one time scalar. The compounding rate is an exponent on time. Divide a scalar by 30 years and it rounds to nothing. Run an exponent for 30 years and it's the entire return. I highly doubt he looks back on Coke in 1988 and wishes he got it a bit cheaper, but rather glad he owns it and it pays him $816m/year. Pay less when you can. But paying less doesn't make it compound greater. It just gives you more shares of the same thing.

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