(https://www.cnbc.com/2026/05/18/berkshire-portfolio-revamp-delta-airlines-macys-unitedhealth.html) — taking a $2.6B stake in Delta and hiking Alphabet by 224%. That's not a small rebalance. That's a directional statement. The man who built a dynasty on tech optionality and compounding cash flows is explicitly rotating into hard assets and cyclicals right now. Why?