Berkshire Hits $550 and RSI 81: Time to Trim BRK.B?

Let's call this week what it was: a tale of two retail traders. One is quietly stuffing $840 billion into domestic equities in the first half of 2026, the other abandoned day trading entirely, down 45% in volume since late 2025. The patient money is winning. The dopamine chasers are not. This week's social sentiment told that story loud and clear.

The week's loudest chatter belonged to $ANT (yes, Anthropic finally has a ticker) and its jaw-dropping S-1, but since we already covered that angle, let's talk about the sentiment move nobody is screaming about: $BRK.B ripping 9.3% in October to a record high of $549.96. Seeking Alpha's quant model is flashing a hold, RSI hit 81.3, and every technical analyst who owns a chart and a Twitter account spent the week debating whether Buffett's fortress is finally due for a breather. The PEG ratio of 0.38 says the valuation is genuinely attractive. The RSI says the crowd just discovered it at the same time. Those two things can both be true.

Meanwhile, over in quantum land, $RGTI (Rigetti Computing) was the week's most divisive call. Wall Street slapped a buy on it. Seeking Alpha's quant system handed it a strong sell and a D valuation grade. Analyst Melissa Tucker put a $7.50 fair value on the stock, citing no commercial traction and stretched price-to-sales multiples. When the buy-side and the quant model are this far apart, that's not a contrarian opportunity, that's a coin flip with extra steps.

The macro backdrop didn't make anyone's job easier. The VIX spiked 14.09% on Thursday and closed the week at 19.45, while the 10-year Treasury yield tumbled to 4.96% as flight-to-quality trades piled in on Middle East escalation fears. The S&P 500 shed 0.52% on Friday after a solid mid-week run, with the Nasdaq down 2.6% on Thursday before clawing some of it back. TheChartGuys flagged that the S&P lost its weekly EMA 12 (a level it had held all summer), and moved to a hedge via SPXS. That's a meaningful signal from a chart-first crowd that rarely flinches.

One under-discussed story from the week: $HOOD (Robinhood) and $SCHW (Charles Schwab) are sitting in an interesting spot. Retail day trading is evaporating, but long-term buying is at record levels. Schwab's lower PEG ratio makes it the more comfortable hold for anyone betting that the patient-money trend continues. Robinhood needs volatility to eat. This week proved volatility is available, but the users are apparently not.

If this week taught us anything, it's that the crowd is getting more patient and more selective, which, honestly, might be the most bullish sentiment signal of all.