Warren Buffett's $863 Million "Secret" Portfolio Dumped Alphabet and Broadcom, but Has Over 17% of Invested Assets in This Proven Moneymaking Strategy

Impact · against what's priced in

The sales by Berkshire's NEAM subsidiary are negligible relative to the market caps of Broadcom and Alphabet and do not alter the core assumptions regarding AI scaling or monetization. Because the market already discounts aggressive AI revenue targets for AVGO and growth premiums for GOOGL, these modest divestments act as noise rather than a catalyst.

AVGO−0.05: Already priced in
The price assumes: The D.A. Davidson case for flat near-term performance

Warren Buffett's $863 Million "Secret" Portfolio Dumped Alphabet and Broadcom, but Has Over 17% of Invested Assets in This Proven Moneymaking Strategy

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Warren Buffett's $863 Million "Secret" Portfolio Dumped Alphabet and Broadcom, but Has Over 17% of Invested Assets in This Proven Moneymaking Strategy

What matters in this story

Next reads from the same story arc

Sandisk Is Up 613% in 2026 and Micron Isn't Far Behind. Which AI Memory Stock Has More Room to Run?

Warren Buffett's $863 Million "Secret" Portfolio Dumped Alphabet and Broadcom, but Has Over 17% of Invested Assets in This Proven Moneymaking Strategy

What matters in this story

Next reads from the same story arc

Sandisk Is Up 613% in 2026 and Micron Isn't Far Behind. Which AI Memory Stock Has More Room to Run?

How each ticker is affected

Connected tickers

Track these names every morning.

Micron Technology: Not At Its Peak, At Least Not Yet

Google ordered to halt work on two data centers in ‘Texas of Europe'

The $500 Billion Question Causing Waves Across Every AI Stock: How Much Are Nvidia GPUs Actually Worth?

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