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Story summary
- Warren Buffett of Berkshire Hathaway invested $4.3 billion in Alphabet (GOOGL) in Q3 2025, signaling a shift to AI-driven companies.
- Michael Burry focuses on Chinese tech stocks, including Alibaba and JD.com, reflecting contrasting investment philosophies.
- Buffett's portfolio emphasizes cash and stable revenue sources by reducing his Apple stake due to geopolitical risks.
- Burry warns of systemic market fragility while he maintains short positions against the broader U.S. market.
