Warren Buffett Just Dumped 77% of His Amazon Stock [Lqcm449uhRa]
Warren Buffett's Berkshire Hathaway just dumped 77% of its Amazon stock, a $1.7 billion sale timed to the exact 90 days Buffett handed the CEO job to Greg Abel. This breaks down the 13F filing, the Todd Combs exit, and why the AI capex bubble may be behind it. Spotlight Moments: - Reveals the 77.24% Amazon liquidation buried inside Berkshire's Q4 2025 13F filing - Traces Todd Combs' exit to JPMorgan and Greg Abel's takeover in the same 90-day window - Exposes Amazon's free cash flow collapse from $25.9 billion to negative $18.2 billion - Uncovers Michael Burry's accusation that hyperscalers are inflating profits with depreciation tricks - Compares Amazon's AI capex bet to Cisco's 90% crash and 25-year recovery - Contrasts Berkshire's exit with Bill Ackman's 65% increase in his own Amazon stake This matters because Berkshire's 13-F filings are the clearest window into where smart money sees risk building. A record cash pile, a CEO transition, and a 77% exit from one of the world's most dominant companies is not noise, it is a signal about the entire AI infrastructure trade, and it affects anyone holding an S&P 500 index fund. If this breakdown changed how you see the AI capex bubble, hit like, subscribe for more inside-Wall-Street analysis, and drop a comment: are you siding with Berkshire's exit or Bill Ackman's bet? 📌 Chapters 00:00 The Amazon Dump 1:51 Todd Combs History 3:18 Abel Takes Over 3:53 The Great Unwind 5:01 Amazon Still Growing 5:30 Free Cash Collapse 6:56 The Cisco Warning 11:05 Abel's Cash Signal 11:35 Three Step Plan #WarrenBuffett #BerkshireHathaway #Amazon #GregAbel #StockMarket #AIBubble #Investing