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#Dr.HanOxfordUnionSpeech
Inside Warren Buffett’s Portfolio

A Closer Look at Berkshire Hathaway’s Sector Strategy and Major Moves
​Warren Buffett’s investment philosophy has long been studied as a masterclass in patience, value, and conviction. A snapshot of Berkshire Hathaway’s holdings reveals a portfolio heavily anchored in traditional cash-generating giants, balanced by significant, high-conviction bets in technology, media, and homebuilding.

​The Core Pillars: Sector Allocation
​Rather than chasing fleeting market trends, Berkshire Hathaway’s capital is concentrated across five primar
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AAPL+0.41%
AXP+0.79%
KO+1.89%
GOOGL-0.98%
GOOG-0.98%
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[NEW STREAMER]market update
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If you still have doubts about whether you should build your personal brand, here’s the answer:
You should.
Especially if you run a B2B business.
Edelman ran a great study based on input from 1,934 management-level LinkedIn members – and many of them explicitly signal that thought leadership strongly impacts their decisions.
Some facts:
• 95% of hidden buyers say strong thought leadership makes them more open to outreach
• 73% of US hidden B2B buyers judge the calibre of a company’s thinking by its thought leadership
• 64% of hidden buyers trust thought leadership more than product sheets to j
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A $162.85 close and the Philadelphia Semiconductor Index down 3.43% in a day: on the third day after Jensen Huang’s resignation, the market’s answer is clear—the founder premium is being repriced. #黄仁勋辞职

Resignation is not removal. Nvidia’s 8-K filing with the SEC says the board “accepted the resignation” on November 11; the filing contains no record of a removal vote. 59-year-old CFO Colette Kress is serving as interim CEO, 73-year-old Harvey Jones has become chairman, and a formal CEO search is underway.

Friday’s close was interesting: NVDA fell just 2.01% to $162.85, a smaller drop than
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Can NVIDIA Hold On to Its AI Throne After Jensen Huang Leaves?
As long as we can hold on, the business and orders are still there
It’s tough—the founder premium is gone
Let's look at the November 17 earnings report first, then discuss
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NVDA-1.92%
AMD-8.76%
AVGO-4.86%
ARM-4.70%
$AVAX Currently at 8.018, down 4.84% over 24H. The 1H and 4H structures are both weak, with RSI at 22.76 and 29.68, respectively, and the 1H EMA20 at 8.164. If it holds above the 8.636 resistance, the outlook may turn bullish; if it breaks below the 7.942 support, it may continue lower in the short term. Going forward, focus on whether it can hold above 8.636 and whether it can reclaim 7.942 after losing that level. Volume is only 0.18x the average, so a single break needs confirmation from market participation. Market volatility is high; for observation only.
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AVAX-0.10%
What kind of cake is this, guys?
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$MAGIC is now heavily shorting, then sells at $0.09595; short entry price: $0.07344 $MAGIC 👇
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MAGIC-3.39%
$NVDAB Currently at 162.71, down 4.72% over 24H. The 1H trend is relatively strong, while the 4H trend remains weak. RSI is 57.3 and 52.1, respectively. The 1H EMA20 is around 162.65, and the 4H EMA20 is at 166.14. Volume is extremely low. If price holds above the 171.59 resistance, the short-term trend may strengthen; if it breaks below the 158.53 support, it may continue moving lower in the short term. In the next review, focus on whether 171.59 holds and whether price can reclaim 158.53 after losing it. The two timeframes remain at odds; if the 1H turns weak and the 4H has not recovered, a
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Fear reads 13, an extreme level, yet $BTC order flow is calmer than on most days of the past 90. US buyers have bid below the global price for 70 straight days. On $AVAX , leveraged longs were forced out as open bets fell 7.8%.
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BTC-0.67%
AVAX-0.06%
$AKE Up over 30% to liquidate shorts, then down 30% to liquidate longs. AKE's market makers really know how to make money.
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AKE+6.07%
The supply cap was raised, which sounds like Aave is loosening risk controls. Don’t look only at the item whose cap was raised.
At 23:42 Beijing time on November 13, Aave risk manager LlamaRisk posted on the official governance forum that the allocation for Coinbase-wrapped bitcoin cbBTC in the Ethereum market was nearly full and recommended raising the cap from 20,000 to 22,500 tokens. The same proposal also planned to lower caps for weETH, WBTC, and some stablecoins on Mantle. It stated that the changes would be made directly through the Risk Stewards channel, without waiting for a full comm
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AAVE-1.22%
ETH-1.26%
WEETH+0.00%
WBTC-1.47%
MNT+0.21%
It's easy to make $NVDA chips 😎
NVDA-1.92%
$NVDA Even if Jensen Huang doesn’t return to NVIDIA, I still see it hitting 180; if he really does return, it’ll inevitably shoot up in a huge bullish candle! Just go long! When quality company stocks are on sale, buying with your eyes closed is like picking up free money! Always bullish on US stocks, forever moved to tears! NVDA-4.55% Risk warning: The above is only my personal opinion and does not constitute investment advice. Markets involve risk; invest with caution.
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NVDA-0.35%
🚨 Breaking: Workday suffers a massive outage, instantly cutting thousands of American workers off from payroll and HR systems!
⚠️ The outage occurred during backup testing, directly causing data corruption and bringing payroll, time tracking, leave approvals, and benefits services to a halt. Workday serves more than 11,500 organizations across a wide range of industries.
🔍 We’ll continue to follow developments.
$SHEL, $DODO , $AKE
View details MSFT +1.96%WMT US +1.46%WDAY US +2.87%
Risk warning: The above content is for sharing market information only and does not constitute investment advi
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DODO+11.43%
AKE+6.07%
My expectations from crypto are getting lower every day.
I don’t need millions.
Just give me one decent green candle so I can feel something again. 😭
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$SOXLB Currently at 56.05, down 12.87% over 24 hours. The 1H trend is weak: RSI 21.27, EMA20 57.19, support at 52.43, resistance at 66.91. The 4H trend is weak: RSI 40.74, EMA20 59.30, support at 51.01, resistance at 69.71. If it holds above the 66.91 resistance level, a short-term rebound may follow; if it breaks below the 52.43 support level, it may test lower levels. In the next review, watch whether it can hold above 66.91 and whether it can recover after losing 52.43. Volume is only 0.006 times average, so a single break above or below a level needs confirmation of participation. Market v
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◆ Weekly Review Weekly Review|11-14

This week closed with 10 trades: 2 TP and 8 SL, net -3.88R, account -3.88%, a clear losing week. Long and short each lost -1.94R, so the hedge did not work; the S&P 500 rose 2.51% while the 10-year yield climbed 29.5bp to 5.154%. The issue was timing, not direction.

Week closed 10 trades: 2 TP, 8 SL, net -3.88R, account -3.88%, a clear losing week. Long and short each -1.94R, so no hedge; S&P 500 +2.51% while 10Y yield rose 29.5bp to 5.154%, a timing issue, not direction.
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SPX500+0.19%
$KAS printing another Falling Wedge formation on the 4H chart 👀

Price is consolidating near $0.0279, with sellers gradually losing momentum. Buyers are defending the $0.0270–$0.0280 support zone.

A breakout above $0.0300–$0.0320 could trigger a bullish recovery toward $0.0350 📈🔥

$KAS is approaching a potential reversal zone — bulls are watching closely! 🚀
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KAS+0.33%
BTC has returned to its price from 5 years ago. Altcoins have been nearly decimated
BTC 67k → 66k,
ETH -60%
SOL -71%
LTC -88%
DOGE -90%
ADA -94%
AVAX -96%
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BTC-0.67%
ETH-1.26%
SOL-0.77%
LTC-0.07%
DOGE-0.22%
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