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57 Neutral
Updated: 17:10 CET Full Index →
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80%
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15 INVESTORS
Warren Buffett Q4 2025

Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B

Michael Burry Q4 2025

80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls

Stanley Druckenmiller Q4 2025

New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech

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Market Overview

US Tops and Flops

Intel
+2.83%
Johnson & Johnson
+1.46%
Procter & Gamble
+1.38%
Amazon
+1.05%
AMD
+0.98%
Walt Disney
-0.36%
Meta Platforms
-1.13%
Visa
-1.46%
Microsoft
-2.56%
Tesla
-2.98%

Sector Heatmap

Technology-0.49%
Financials-0.29%
Healthcare-0.19%
Cons. Cyclical-0.38%
Communication+0.12%
Industrials+1.79%
Energy+0.13%
Cons. Defensive+1.07%
Basic Materials-0.34%
Real Estate+0.92%
Utilities+2.06%

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